Senior Financial Analyst

Newrez LLC • Coppell, TX

11d • Onsite

About The Position

The Senior Financial Analyst plays a critical role in financial planning and analysis, supporting budgeting, forecasting, and strategic decision-making. The role partners with cross-functional teams to provide insights, identify trends, and improve financial performance, and operates with moderate independence. It is an on-site position at an assigned office location and is not a remote role.

Requirements

• Bachelor’s degree in finance, accounting, or economics.
• 3–5 years of experience as a Financial Analyst in any industry.
• Strong Excel and reporting skills; familiarity with BI tools and financial systems.
• Solid grasp of accounting fundamentals.
• Strong analytical, communication, and problem-solving skills.
• Demonstrates ownership and accountability.
• Must have a smartphone that meets company security standards and can install required apps such as Okta Verify and Microsoft Authenticator.
• Regular and punctual attendance according to the schedule established by leadership.
• Ability to work occasional adjusted schedules, overtime, and evening or weekend hours to meet deadlines or business needs.
• Ability to focus on phone calls in a noisy cubicle environment and communicate effectively verbally in English.

Nice To Haves

• MBA, CFA, or CPA.
• Experience with AI or interest in AI.
• Experience with ERP and planning tools such as SAP, Oracle Hyperion, Anaplan, or Workday Adaptive.
• Familiarity with BI tools and financial systems.

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 a 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.
• Perform related duties as assigned by management.

Benefits

• Medical, dental, and vision insurance.
• Health Savings Account with employer contribution.
• 401(k) retirement plan with employer match.
• Paid maternity leave, parental bonding leave, and caregiver leave.
• Adoption assistance.
• Tuition and certification reimbursement.
• Employee Mortgage Loan Program.
• Employee Emergency and Disaster Fund.
• One company-paid Volunteer Time Off day.
• Matching Gifts Program, dollar-for-dollar up to $1,000.
• Access to grants, nonprofit resources, and volunteer opportunities.
• Employee Resource Groups.

What This Job Offers

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