Sr Advance & Expense Management Analyst (On-site)

Newrez•Coppell, TX

1d•Onsite

About The Position

The Sr Advance & Expense Management Analyst oversees company expenses and advances to ensure alignment with budgetary and financial objectives. The role tracks, reconciles, and reports expenses; ensures compliance with Generally Accepted Accounting Principles (GAAP); maintains accurate financial records; prepares and reviews financial reports; analyzes account balances; and resolves discrepancies to support financial integrity. The Senior Analyst serves as a mentor and leader for junior analysts, acts as a subject matter expert and resource for complex issues, and solves problems with minimal supervision. The position also supports risk identification and mitigation, process improvements, management reporting, general ledger accuracy, advance monitoring, and the Freddie Advance Management Program reimbursement and transfer process.

Requirements

Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
At least 5 years of corporate finance experience.
At least 5 years of mortgage servicing experience.
Strong analytical and problem-solving skills, including the ability to interpret complex data and make data-driven decisions.
Excellent communication and interpersonal skills, with the ability to interact effectively with all levels of the organization.
Excellent time-management skills and ability to meet multiple deadlines with minimal supervision.
Experience with Structured Query Language (SQL).
Proficient knowledge of Microsoft Outlook, Word, and Excel.
Must have a smartphone that meets company security standards and can install apps such as Microsoft Authenticator; employment is contingent on meeting this requirement.

Responsibilities

Review and analyze financial statements to identify potential company risks and propose cost-saving strategies to senior leadership.
Identify and mitigate expense-management risks by implementing appropriate controls and safeguards.
Lead initiatives to improve the efficiency and effectiveness of expense-management processes, including through technology and automation.
Prepare detailed reports and presentations for senior management, providing insights and recommendations based on data analysis.
Lead and mentor junior expense-management analysts, fostering continuous improvement and professional development.
Maintain the accuracy and integrity of the company’s general ledger to the servicing system.
Coordinate with business units and monitor advance activity to prevent advances from aging.
Manage the Freddie Advance Management Program (AMP) advance process for monthly reimbursement and transfer of advances.
Perform related duties as assigned by management.