Senior Financial Analyst

Job Description

Job Description

Who We Are

At Newrez, we bring big thinkers and caring doers together to make home happen. We’re a team built on heart and hustle, united by a commitment to show up for our customers, our communities, and each other. We believe that when our people thrive, homeowners thrive - and that’s why we invest in your growth, wellbeing, and ability to make an impact.

Every day, we work to exceed the expectations of our residential mortgage borrowers and business partners through superior service, simple processes, and clear communication. We do this by empowering our employees, encouraging innovative solutions and recognizing great performance.

POSITION SUMMARY:

The Senior Financial Analyst plays a critical role in supporting the Company's compensation, workforce planning, and people analytics strategies. This position partners closely with Human Resources, Finance, and business leaders to provide data-driven insights related to compensation programs, headcount planning, incentive compensation, budgeting, and organizational effectiveness. The individual will develop financial and analytical models, support annual compensation cycles, and help drive strategic workforce decisions.

Duties and Responsibilities:

• Support compensation planning activities, including annual salary reviews, incentive compensation programs, market benchmarking, and pay equity analyses.

• Partner with HR, Finance, and business leaders to develop and maintain workforce planning, headcount forecasting, and labor cost models.

• Analyze compensation, benefits, and workforce-related data to identify trends, risks, and opportunities.

• Build and maintain dashboards and reporting that provide actionable insights into compensation metrics, workforce costs, organizational trends, and key people indicators.

• Support the development, administration, and ongoing evaluation of short-term and long-term incentive plans.

• Prepare presentations, reports, and executive-level analyses related to compensation programs, workforce planning initiatives, and organizational effectiveness.

• Perform scenario modeling and ad hoc analyses to support strategic business decisions.

• Identify process improvement opportunities and contribute to automation and reporting enhancements.

• Ensure data integrity and compliance with compensation-related policies, practices, and applicable regulations.

• Performs related duties as assigned by management.

Qualifications and Education Requirements:

• Bachelor's degree in finance, Accounting, Economics, Human Resources, Business Administration, Analytics, or related field.

• 5+ years of experience in compensation, workforce planning, FP&A, HR analytics, or a related analytical function.

• Experience supporting compensation programs, labor cost planning, incentive compensation, or workforce analytics preferred.

• Mortgage, financial services, banking, or related industry experience preferred.

Skills, Abilities, and Knowledge:

• Advanced Excel and reporting skills; familiar with BI tools and financial systems.

• Solid grasp of accounting fundamentals.

• Experience utilizing HRIS, compensation, and reporting tools such as Workday, Adaptive Planning, Power BI, Tableau, SAP, Oracle, or similar platforms.

• Ability to analyze complex datasets and translate findings into actionable business recommendations.

• Strong business acumen and ability to partner effectively with HR and business leaders.

• Strong analytical, communication, and problem-solving skills.

• Strong attention to detail and commitment to data accuracy.

• Demonstrates ownership, accountability, and sound judgment.

Work Environment and Physical Requirements:

• Working on-site at assigned office location.

• Regular and punctual attendance adhering to schedule established by leadership.

• Flexibility to work occasional adjusted work schedules, overtime, and evening and/or weekend hours to meet deadlines or as business needs demand.

• Working in a cubicle hub, maintaining focus on phone calls in a noisy environment within earshot of multiple other conversations.

• Sedentary work in a stationary position at a cubicle for prolonged periods of time.

• Constant repetitive motions required for operating a computer, such as typing and managing phone calls.

• Constantly communicating effectively verbally in English, including accurately exchanging information with others following identification of correct procedures.

Additional Information:

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator. Employment will be contingent on this requirement.

Why Newrez

We’re a great place to work because we invest in what matters: your career, your community, your wellbeing, and your future. Our total rewards package is designed to support your whole self.

Company Benefits:

We offer benefits, programs, and perks that support you in every aspect of your life.

• Medical, dental, and vision insurance

• Health Savings Account with employer contribution

• 401(k) Retirement plan with employer match

• Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave

• Adoption Assistance

• Tuition & Certification reimbursement

• Employee Mortgage Loan Program

• The Newrez Employee Emergency and Disaster Fund is a program to support our team members experiencing hardships

Newrez NOW:

Through Newrez NOW, our Corporate Social Responsibility program, you’ll have opportunities to give back, lead, and make a difference.

• 1 company-paid Volunteer Time Off day (with over 40,000 volunteer hours contributed since our inception)

• Matching Gifts Program - dollar-for-dollar up to $1,000

• Access to grants, nonprofit resources, and volunteer opportunities

• More than $6,000,000 donated since 2020

• 1 in 5 employees participates in at least one Employee Resource Group (ERG)
  

Equal Employment Opportunity 

We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

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