Financial Analyst

Planet Home Lending • Irving, TX

3d • Onsite

About The Position

The Financial Analyst is responsible for general accounting functions including preparation, analysis, reporting and verification of accounting records and processes, account and bank reconciliation, and participation in the monthly and annual closing. Manages journal entry postings, reconciliations as well as monthly close related accounting activities. Reviews for accuracy and corrects posting entries. Analyzes data and prepares and distributes monthly internal financial reports to Originations channel sales managers. Prepares managerial and key performance indicator reports for Originations channel sales managers. Assists in assuring internal control procedures are followed. Creates and maintains documentation of processes, reports, applications, and procedures as per department policy. Supports special projects and performs duties as assigned.

Requirements

• Bachelors degree in accounting or finance required.
• Minimum of two (2) years accounting experience required.
• Ability to work independently and communicate effectively with various internal and external stakeholders.
• Strong attention to detail, with a focus on identifying outliers, researching them, and obtaining resolution.
• Ability to multi-task and prioritize.
• Solid working knowledge of MS Office with a strong level of proficiency in Excel.

Nice To Haves

• CPA preferred.
• Mortgage accounting knowledge preferred.

Responsibilities

• Manages journal entry postings, reconciliations as well as monthly close related accounting activities.
• Reviews for accuracy and corrects posting entries.
• Analyzes data and prepares and distributes monthly internal financial reports to Originations channel sales managers.
• Prepares managerial and key performance indicator reports for Originations channel sales managers.
• Assists in assuring internal control procedures are followed.
• Creates and maintains documentation of processes, reports, applications, and procedures as per department policy.
• Supports special projects and performs duties as assigned.

What This Job Offers

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