Sr. Financial Analyst

Essential Job Duties and Responsibilities

• Preparation of monthly performance reporting by division/department; evaluation of trends in financial performance;
• Assist with preparation of presentations for senior management’s monthly business and forecast review meetings
• Analyses of mortgage loan origination volumes, margins, historical trends, servicing portfolio data, fees, etc.
• Deep-dive into department expenses and computation of accounting journal entries for month-end closings
• Aid in forecasting processes and taking ownership of portions of the financial forecast models, including P&L, cash flow, supporting performance metrics, schedules/analyses and commentary, while ensuring high quality, accuracy and timeliness
• Conduct ad hoc analyses
• Support team of financial analysts by training and coaching
• Work to streamline and constantly improve financial and reporting processes
• Comply with all company policies and procedures
• Maintain regular and punctual attendance

Other Job Duties and Responsibilities

• Performs other related duties as assigned

Qualifications

• Analytical problem-solving and sound decision-making ability (i.e. define a problem, collect data, establish facts and draw valid conclusion)
• Ability to analyze quantitative and qualitative information and translate into strategic deliverables
• Advanced Excel skills with proficiency in financial modeling and forecasting
• Technical proficiency in querying data for standard reporting deliverables and to conduct various ad-hoc analyses
• Thorough understanding of mortgage loan product types and key loan data elements
• Deep knowledge of finance/accounting functions and processes
• Ability to create and manage project benefits and cost benefit analyses
• Ability to work in a fast-paced, challenging, environments while maintaining strong attention to detail and high-level of accuracy
• Demonstrate initiative and ability to manage increasing workload effectively and work creatively to streamline and improve financial processes
• Demonstrate self-driven ownership of processes or projects and ability to manage effective execution
• Proven written and oral communication and ability to interface with senior management

Education and/or Experience

• Bachelor’s degree in finance or accounting with demonstrated academic achievement
• Minimum of Three (3) years previous experience in finance/accounting roles. Five (5) years strongly preferred, with heavy emphasis on financial planning and analysis deliverables (Budgeting, Forecasting, Month-End Close, Staff Capacity Planning)
• Prior finance experience supporting corporate departments a plus, but not required

Certificates, Licenses, Registrations

• None Required

Job Responsibilities

• The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position.
• The company may change the specific job duties with or without prior notice based on the needs of the organization.