Senior Financial Analyst

Aston Carter•Orlando, FL

8d•$43 - $48•Hybrid

About The Position

This role supports Portfolio Finance leadership by delivering insightful financial analysis, forecasting, and reporting for the mortgage portfolio. The position plays a key role in driving process improvements, enhancing automation, and partnering cross‑functionally to ensure accurate, timely, and actionable financial information for sr. leadership.

Requirements

Minimum of 4 years of related experience
B.A. degree in Finance, Business Administration, Accounting, Economics, or relevant studies preferred
Experience with product performance analysis and optimization
Experience with MS Office Suite: Excel (including modeling/analysis, charts, etc.), PowerPoint (including charts) is required
Advanced Excel modeling skills most desirable; advanced degrees and relevant certifications a plus
Preferred technical (SQL) experience and querying data
Experienced with Cognos Analytics a plus
Demonstrates the ability to conduct data testing and validation in a highly methodical and systematic manner
Ability to lead projects across multiple departments and analyze data
Ability to understand complex systems and processes
Excellent verbal and written communication skills and the ability to present to sr. management and executives
Ability to prioritize and maintain workflow under tight conditions

Responsibilities

Continuously evaluates current reports, data, trends, and results to identify and implement improvement initiatives to stream-line existing processes and improve automation through better utilization of systems.
Contribute to the development and maintenance of a consolidated data package integrating all Portfolio Finance segments
Support development of various high-level analysis, including concept development, trend identification and documentation. In addition to providing explanations and understanding intricacies of portfolio performance.
Serve as a liaison between Portfolio Services and other departments (FP&A, Accounting, TAX, SEC group and others) by ensuring proper prioritization, definition, consistent communication, accurate specifications/documentation, budgetary management, and timely delivery of end products/services.
Responsible for different aspects of forecast involving cash flow and P&L items related to mortgage portfolio.
Responsible for multiple projects in multiple settings with reduced direction from manager. Provide business overview to management in the form of meetings and presentations.
Support the preparation of the annual budget for the mortgage portfolio and monthly forecast updates with analysis of variances. Responsible for providing portfolio forecasts related to 10-Year Plans
Ensure all training materials are updated in a timely manner.
Support Portfolio Finance Management in carrying out any reasonable request.
Provide support for special projects as requested by VP of Capital Markets, VP of Portfolio Servicing, senior Treasury management, and C-level leadership.