Senior Financial Analyst
About The Position
Reporting to the Senior Director, FP&A, the position is responsible for conducting advanced financial analysis through complex models, enabling the optimization of revenue and cost recovery. The position includes leading the development, implementation, and monitoring of the company’s financial planning processes while actively contributing to the company's financial strategy. The role will partner to provide supporting long-term financial sustainability and enabling informed decision-making to drive the organization's success. Additionally, the position will assess risks, conduct market analysis, and ensure strict compliance with financial regulations. The role will collaborate with stakeholders to align financial performance with the overall objectives of the business while continuously improving processes and driving efficiencies.
Requirements
- Bachelor's degree in Finance, Accounting, or a related field
- 5+ years’ demonstrated experience with financial analysis
- 2+ years’ experience in mortgage, servicing, or similar industry
- Knowledge of state-specific requirements
- Strong skills in MS Word, Excel, and PowerPoint
- Strong verbal and written communication skills
- Strong interpersonal skills
- Collaborative work style; high team-orientation
- Open to change; agile; high learning agility
- Strong analytical skills coupled with sound judgement
- Strong problem-solving abilities
- Ability to analyze and interpret data to identify opportunities and propose solutions
- Strong project management skills
- Strong attention to detail; strong compliance orientation; high quality of work product
- Ability to prioritize; effective time management
- Self-directed; ability to proactively ask questions and surface issues/ concerns
- Professional maturity, integrity, ability to maintain confidential data and information
- Strong business acumen; strong fiscal and technical aptitude
- Strong skills in MS Word, Excel, and PowerPoint
Nice To Haves
- Master's degree or relevant certification, such as CFA
- Experience in Planful or similar FP&A Reporting software, preferred
Responsibilities
- Conducting advanced financial analysis through complex models
- Enabling the optimization of revenue and cost recovery
- Leading the development, implementation, and monitoring of the company’s financial planning processes
- Actively contributing to the company's financial strategy
- Partnering to provide supporting long-term financial sustainability
- Enabling informed decision-making to drive the organization's success
- Assessing risks
- Conducting market analysis
- Ensuring strict compliance with financial regulations
- Collaborating with stakeholders to align financial performance with the overall objectives of the business
- Continuously improving processes and driving efficiencies
Benefits
- Medical, Dental, and Vision Insurance
- Company Paid Life Insurance
- Disability Insurance
- Pet Insurance
- 401k Program with Employer Matching
- 3 Weeks Paid Time Off (PTO)
- Paid Holidays
- Wellness Initiatives
- Employee Assistance Program
- Eligible for Hybrid Work Schedule with Remote Flex Days
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1-10 employees
