Financial Analyst - Corporate Initiatives

LoanCare

18h • $58,700 - $98,600 • Remote

About The Position

The Financial Analyst, Corporate Initiatives supports strategic growth and investment decisions through advanced financial analysis, modeling, and performance reporting. This role is responsible for evaluating new initiatives and capital proposals using NPV, IRR, sensitivity, and scenario analyses, as well as monitoring project performance against approved plans and budgets.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics or related field required.
• 3+ years in FP&A or Corporate Finance with proven experience in modeling, forecasting, and executive communication.
• Advanced level proficiency in Microsoft Office programs including Word, Excel, PowerPoint and Outlook.
• Experience in capital budgeting and project finance.

Nice To Haves

• Master’s degree in Finance, Accounting, Economics or related field.
• Certified Professional Accountant (CPA), Certified Management Accountant (CMA) and/or Chartered Financial Analyst (CFA) certifications are highly desired.
• Desired Skills and QualificationsMaster’s degree in related field.
• Previous experience in an FP&A role within the mortgage subservicing or servicing industries.
• Experience or transferable skills leveraging digital tools such as Power BI, SQL with demonstrated ability to succinctly analyze large amounts of data.

Responsibilities

• Build financial models including NPV, IRR, sensitivity, and scenario analyses to support new initiatives and capital proposals.
• Monitor actual project results versus projections/budget/initial plan, perform variance analysis, and identify cost or ROI issues.
• Collaborate on forecasts and annual budgets; produce and deliver dashboards, KPI summaries, and variance reports to management.
• Conduct “what-if” and scenario planning to evaluate impact of strategic pivots.
• Provide clear, data-driven recommendations to senior leaders.
• Partner with IT, Operations, and other stakeholders to ensure alignment of financial projections, timelines, and project milestones.
• Summarize complex financial insights into compelling narratives and presentations for executive leadership.
• Perform other ad-hoc analysis as needed to support business objectives.
• Enhance FP&A tools, reporting processes, and methodologies aimed at improving accuracy, efficiency, and transparency.
• All other duties as assigned.

Benefits

• Optional medical, dental, vision, life, and disability insurance
• Paid holidays, vacation, and sick leave
• Matching 401(k) plan and employee stock purchase plan
• Access to mental health resources, including free Calm memberships, and initiatives that promote physical and emotional well-being
• Programs that celebrate achievements and milestones
• Enjoy discounts on gym memberships, pet insurance, and employee purchasing programs, plus access to a tuition reimbursement program that supports your continued education and professional growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level