Senior Financial Planning & Analysis Analyst

U.S. Financial Technology•Remote,

1d•$105,000 - $123,500•Remote

About The Position

U.S. Financial Technology (U.S. FinTech) is seeking an experienced Senior Financial Planning and Analysis Analyst to join their team. This is a full-time remote opportunity. U.S. FinTech operates the largest mortgage securitization platform globally, supporting Fannie Mae and Freddie Mac's Uniform Mortgage-Backed Security (UMBS). They provide services for 70% of the mortgage-backed securities market, offering single-family issuance, bond administration, disclosure, and tax services with full lifecycle management. Their cloud-based platform executes transactions at scale, enhancing liquidity in the secondary mortgage market. The company combines financial services expertise with technological innovation.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field.
Minimum of 5 years in Financial Planning and Analysis supporting business or technology areas.
Knowledge of FP&A processes, financial systems, corporate reporting and consolidation.
Passion for operational excellence.
Project Management – Plans, coordinates, and executes complex financial initiatives and system enhancements efficiently.
Analytical Problem-Solving – Uses quantitative and qualitative analysis to identify root causes, optimize outcomes, and solve complex business issues. Effectively challenges others assumptions and redirects thinking.
Executive-Level Communication – Clearly communicates insights, recommendations, and financial implications to senior executives.
FP&A Systems Proficiency – Maintains and optimizes financial planning and reporting systems to ensure accurate and efficient processes.
Applicants must be authorized to work in the US without requiring employer sponsorship currently or in the future. U.S. FinTech does not offer H-1B sponsorship for this position.

Nice To Haves

CPA or MBA in Finance or similar degree preferred.

Responsibilities

Supports the Finance Manager and Director in executing enterprise-level planning, budgeting, forecasting, and management reporting and analysis.
Develops materials for reporting to the Executive Committee and the company's Board of Managers.
Maintains the financial planning system, develops the system roadmap, and implements business process and system enhancement initiatives.
Coordinates with business partner FP&A teams to prepare and validate consolidated planning, budgeting, and forecasting.
Supports the development of planning and forecasting material.
Assists the Manager of FP&A in creating reporting packages, gathering inputs, and validating data accuracy with business partner FP&A and accounting teams.
Contributes analytical commentary and performance insights.
Supports the development of financial models and runs scenario analyses to aid decision-making and executive discussions.
Maintains FP&A systems, executes data uploads and reconciliations, and supports system enhancements and process improvements.
Works closely with business partner FP&A and accounting teams to gather inputs, consolidate data, and ensure accurate financial reporting.
Supports risk management activities within FP&A, including process risk assessment, Process Procedure and RCM updates, RCSA, KI reporting, and Data Governance.