Senior Financial Data Analyst

Palm Harbor Homes•Plano, TX

1d•Onsite

About The Position

CountryPlace Mortgage, a leading nationwide personal property, mortgage and commercial lender headquartered in Plano, TX, is seeking a Senior Financial Data Analyst to help grow our Finance Department. This in-person role located in our Plano, TX office will focus on data modeling, pricing models, and risk management offering an exciting opportunity to work within a high-impact environment. Working closely with stakeholders to enhance reporting, optimize business processes, and contribute valuable insights to improve strategies, manage risk, and maximize profitability.

Requirements

Excellent written, verbal and interpersonal communication skills
Meticulous attention to detail and accuracy
Adept at identifying and resolving problems in a timely manner
Advanced organizational and time management skills with the ability to multi-task
Effective decision-making, customer service and problem-solving skills
Ability to strategize and prioritize efforts to achieve goals
Excellent research and critical thinking skills
Good problem-solving and decision-making skills
Strong interpersonal skills and ability to work well with a wide range of people
Ability to read and interpret published rules and regulations
Positive & professional demeanor
Self-starter with strong organizational skills
Highly organized, consistent, and solutions focused
Employ a strong sense of urgency and ownership in all activities
Self-motivated with the ability to work independently
Ability to work effectively in a team environment
Strong leadership skills with the ability to guide and influence others
Strong understanding of accounting principles and GAAP
Consistently meets and exceeds individual, team and department objectives
Perform other duties and special projects as assigned
BA/BS degree required in Finance, Business, Accounting, or Economics
7+ years of experience in financial analysis, in the mortgage or financial services industry
SQL experience and working with data warehouses
Understanding of accounting principles and concepts
Advanced Microsoft Office capabilities

Nice To Haves

Mortgage industry or financial service industry experience strongly preferred
MSP experience preferred
Report automation tools a plus
Familiarity with Secondary Marketing and Capital markets is a plus
Experience with Encompass and MSP preferred

Responsibilities

Lead data modeling for investor transactions and due diligence activities for bulk and flow agreements, servicing transfers, approvals, renewals, and capital market transactions while ensuring timely execution and regulatory compliance
Prepare, reconcile, and validate investor data tapes, loan-level servicing data, and financial records for due diligence reviews, portfolio acquisitions, servicing transfers, investor onboarding, and regulatory reporting
Manage end-to-end transaction lifecycles, including onboarding, approvals, portfolio transfers, governance documentation, and ongoing monitoring to ensure operational readiness and audit transparency
Coordinate investor, stakeholder, and due diligence requests by providing financial, operational, servicing, and governance documentation while responding to investor, regulatory, rating agency, and audit inquiries
Conduct financial modeling, portfolio analysis, data validation, and quantitative reporting to support investment evaluations, lending decisions, transaction approvals, and governance initiatives
Partner with Capital Markets, Risk, Compliance, Legal, Product Management, Operations, Servicing, Technology, and Sales teams to support investment decisions, transaction execution, and regulatory compliance
Ensure compliance with internal and external governance requirements while maintaining audit-ready documentation and regulatory adherence
Monitor transactions, servicing portfolios, operational performance metrics, and due diligence milestones while proactively identifying risks, escalating issues, and driving timely resolution
Analyze financial, operational, transactional, and servicing data using SQL, advanced Excel, and reporting tools to support investment decisions, identify risks, validate performance, and deliver actionable insights
Perform data mining, data analysis, quality assurance, and exception management across large datasets to identify trends, resolve discrepancies, and improve reporting accuracy and data integrity
Prepare executive presentations and deliver data-driven insights, transaction updates, portfolio analyses, and recommendations to senior leadership and key stakeholders