Senior Financial Analyst

Senior Financial Analyst

As a Senior Financial Analyst will be responsible for overall financial and operational support. The support includes budgeting, forecasting, month-over-month variance driver analytics as well as analytics pertaining to: expense, productivity metrics, volume reporting, and financial package compilation

What You Will Do

• Lead the preparation of the annual budget and quarterly forecasts for the Originations Division of Mortgage Connect by partnering with Sales, Operations, and all other stakeholders.
• Prepare management reports against forecast, budget, and prior year by providing root cause variance explanations and highlighting opportunities and risks on monthly financials results and key performance measures.
• Build, maintain, and improve dynamic financial models supporting the Originations Division business initiatives and strategic planning
• Partner with business leaders to translate strategic plans into financial forecasts and identify risks/opportunities
• Prepare and present monthly and quarterly reporting packages to all levels of management within the organization
• Partner with accounting in the month-end closing process to reconcile accounts, analyze variances, and ensuring financial statements are accurate and compliant with accounting standards
• Drive automation and scalability of financial processes and reporting tools
• Develop, maintain, and distribute ad-hoc reports as needed
• All other duties as assigned

What You Will Bring

• Bachelor's degree in Finance or related field
• 5+ years of experience in a role performing financial analysis job functions, including budgeting, forecasting, planning and financial reporting
• Experience presenting financial analysis and recommendations to a business unit leader
• Advanced skills in Excel
• Advanced financial modeling skills
• Strong attention to detail
• Ability to set priorities and meet deadlines in a fast-paced and changing environment
• Ability to multitask
• Collaborative/enjoys working in teams
• SQL proficiency is a plus
• Ability to handle change and ambiguity
• Self-starter/motivator

What We Offer

• Competitive payrates based on skills and experience
• Extensive benefits package: Medical, dental, vision, HSA, mental health programs, Employee Assistance Program, short term disability, voluntary insurance (LTD, auto, home, life, legal, pet, identity theft), employee discounts
• Rest and relaxation: Paid holidays and generous PTO based on tenure
• Community and philanthropy: Paid volunteer time
• Paid Maternity and Parental Leave
• Contribute to your future: 401K plan and robust continuous learning opportunities
• Work Perks Program: Access to discounts that help save money in your daily life

Is this the ideal location for you?

Mortgage Connect is committed to offering a flexible work environment for this role. This is a hybrid role, with the in-office components based out of our office located in Moon Township, PA (Remote work is subject to Mortgage Connect's remote work policy and business needs.)

Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with a multitude of services they need in connection with a loan. Our entrepreneurial mindset allows us to differentiate ourselves in the market through continuous improvement and innovation, as well as our diversified suite of product offerings. Our people are driven and committed to our cultural values we call "The 5C's": Connect, Collaborate, Communicate, Care, and Celebrate. We take these seriously and coming on board with us means you agree to adopt these values in your everyday work life with us.

All onboarding employees will be required to complete a pre-employment background check and drug screening.

We are an Equal Opportunity employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity or any other factor protected by applicable federal, state, or local laws. Mortgage Connect is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact View email address on click.appcast.io