Sr Analyst, FP&A

Pennymac•Westlake Village, CA
•Onsite

About The Position

The Senior Financial Planning and Analysis Analyst provides centralized financial services to all Pennymac divisions, including corporate and entity-level reporting. The role provides advanced reporting and forecasting of consolidated-entity financial results. Responsibilities include supporting recurring forecasts of monthly and quarterly financial results for PMT and PFSI, supporting quarterly financial reporting, analyzing monthly financial statements, and providing analytics on monthly accounting results to support the close process. The Analyst also uses Pennymac’s corporate ERM platform to create automated reporting and performs other related duties as assigned while demonstrating behaviors aligned with the organization’s desired culture and values.

Requirements

  • At least 3 years of progressively responsible experience in corporate accounting, finance, mortgage, or related fields.
  • Advanced proficiency with Microsoft Excel and Google Sheets.

Nice To Haves

  • BA/BS degree in Finance, Economics, and/or Accounting preferred.
  • Knowledge of Oracle ERM, SQL, and VBA.

Responsibilities

  • Support recurring forecasts of monthly and quarterly financial results for PMT and PFSI.
  • Provide data and analysis to support the quarterly financial reporting cycle.
  • Use the corporate ERM platform to create automated reporting.
  • Analyze monthly financial statements, including income statements, balance sheets, and cash-flow-related reporting.
  • Provide analytics of monthly accounting results to support the close process.
  • Perform other related duties as required and assigned.
  • Demonstrate behaviors aligned with the organization’s desired culture and values.

Benefits

  • Comprehensive medical, dental, and vision coverage.
  • Paid time off programs, including vacation, holidays, illness, and parental leave.
  • Wellness programs and employee recognition programs.
  • Onsite gyms and café-style dining at select locations.
  • Retirement benefits, life insurance, 401(k) match, and tuition reimbursement.
  • Philanthropy programs, including matching gifts, volunteer grants, charitable grants, and corporate sponsorships.
  • Some roles may be eligible for performance-based compensation and/or stock-based incentives.
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