Financial Analyst

Plaza Home Mortgage, Inc.•San Diego, CA

32d•$125,000 - $150,000•Hybrid

About The Position

This position is responsible for evaluating and quantifying Plaza’s profitability on numerous levels. This individual will work directly with senior executives to report trends and forecasts and determine appropriate and cost-efficient solutions to maximize the company’s net income.

Requirements

Mortgage Banking experience and/or knowledge preferable
Working knowledge of financial analysis tools
Interpersonal communication skills
Ability to articulate complex ideas to management and sales staff
High school diploma or GED equivalent, college degree preferred in Finance, Accounting, or related field
At least 2 years’ financial analyst experience

Responsibilities

Work directly with various wholesale, retail, and correspondent channels to provide feedback and suggestions to improve the bottom line.
Work closely with the Senior Analyst and Executive Management on detailed financial forecasts and “what if” planning tools.
Create a variety of reports to be evaluated and acted upon by senior executives in an executive summary format.
Work closely with internal team members to develop Excel-based models to improve productivity and efficiency.
Assist in building business forecasting models to support planning activities for senior management.
Prepare reports and analyses in areas such as budgets, forecasts, and financial plans.
Coordinate with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans, trends, and forecasts.
Identify trends and developments in competitive environments and present findings.
Locate and collect data from appropriate sources and analyzes it to prepare meaningful and concise reports that summarize the information.
Respond to ad hoc data requests in a timely manner and with adequate analysis on the data being presented
Other duties may be assigned.