Senior Financial Analyst

Newrez•Coppell, TX

6d•Onsite

About The Position

The Senior Financial Analyst will play a critical role in driving the financial planning and analysis process, supporting budgeting, forecasting, and strategic decision-making. This individual will partner with cross-functional teams to provide insights, identify trends, and improve financial performance. Operates with moderate independence.

Requirements

Bachelor’s degree in finance, Accounting, Economics.
5+ years of experience in FP&A, ideally mortgage related.
Strong Excel and reporting skills; familiar with BI tools and financial systems.
Solid grasp of accounting fundamentals.
Experience with ERP and planning tools (e.g., SAP, Oracle Hyperion, Anaplan, Workday Adaptive).
Strong analytical, communication, and problem-solving skills.
Demonstrates ownership and accountability.
Employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator.

Nice To Haves

MBA, CFA, or CPA preferred.

Responsibilities

Own reporting, budgeting, and forecasting processes for specific business units, functions, or projects.
Build models and dashboards to forecast and analyze KPIs and business unit performance.
Analyze monthly, quarterly, and annual financial results and communicate key drivers to stakeholders.
Provide financial insights to support business unit leadership.
Partner with business units to evaluate initiatives, build business cases, and support decision-making.
Execute key planning activities with guidance from manager.
Prepare management reporting packages with commentary on variances, KPIs, and financial metrics.
Identify opportunities for cost optimization and process improvements.
Participate in long-range planning and scenario analysis.
Provide ad-hoc financial analysis and reporting as needed.
Performs related duties as assigned by management.