Financial Analyst
About The Position
Financial Planning & Analysis (FP&A) The Financial Planning & Analysis (FP&A) group within Midland Mortgage, an Operating Division of MidFirst Bank, plays a critical role in supporting Midland’s executive decision-making through accurate, timely, and insightful financial analysis. The team is responsible for developing and delivering iterative analysis of the division’s historical and forecasted financial performance, ensuring leadership has clear, data-driven insights to guide strategic and operational decisions. FP&A partners closely with Mortgage Acquisition and executive leadership to translate financial data into actionable intelligence that informs planning, forecasting, and performance management across the division. Financial Analyst – Position Summary The Financial Analyst will be responsible for financial reporting, data analytics, data visualization, and forecasting the division’s financial statements. This role supports executive decision-making through rigorous analysis of historical performance and forecasts. This is a challenging position that offers a strong career path for thoughtful, hard-working, and detail-oriented individuals who are passionate about measuring, understanding, and predicting financial performance in a dynamic and analytically focused environment.
Requirements
- Bachelor’s degree in Accounting or Finance required with a minimum cumulative GPA of 3.50 or above.
- Three or more years of work experience in finance, accounting, or a related field is preferred but not required.
- Excellent problem-solving and data analysis skills.
- Internally motivated self-starter who can also be a meaningful value-add to a collaborative team environment.
- Strong verbal and written communication skills.
- Intermediate to advanced proficiency in Microsoft Excel required.
Nice To Haves
- Proficiency in Microsoft Power Query, Power Pivot, and Power BI preferred.
- Experience with Anaplan financial planning software and the Asana work management platform preferred but not required.
Responsibilities
- Analyze and measure historical mortgage asset performance and develop forecasts of future performance.
- Prepare and maintain forecasts and prospective financial statements for the division.
- Consistently evaluate the accuracy and effectiveness of prior forecasts, incorporating findings into updated assumptions.
- Develop a working understanding of mortgage asset performance drivers to support informed financial and operational decision-making.
- Create reports and data visualizations that support changes to forecasted assumptions and clearly communicate financial insights.
- Identify drivers of financial performance to better instruct the forecast
- Present prospective financial statements and analytical findings to executive management.
- Quarterly production of a three-year forecast based on the current interest rate environment
- Evaluation of capital capacity and liquidity ratios for future investment potential
- Support ongoing financial reporting and perform ad hoc financial analysis as needed.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
