Sr. Financial Analyst

Senior Financial Analyst

The Senior Financial Analyst will collaborate with Corporate Finance leadership to support Company's mortgage loan origination, servicing and corporate business segments. Conduct analysis and prepare financial performance reports, variance analyses, forecasts and other essential reporting materials senior management presentation. Aid in the evaluation and execution of various strategic initiatives.

Essential Job Duties and Responsibilities:

• Preparation of monthly performance reporting by division/department; evaluation of trends in financial performance; Assist with preparation of presentations for senior management's monthly business and forecast review meetings
• Analyses of mortgage loan origination volumes, margins, historical trends, servicing portfolio data, fees, etc.
• Deep-dive into department expenses and computation of accounting journal entries for month-end closings
• Assistance with forecasting processes and taking ownership of portions of the financial forecast models, including P&L, cash flow, supporting performance metrics, schedules/analyses and commentary, while ensuring high quality, accuracy and timeliness
• Conduct ad hoc analyses
• Support team of financial analysts by training and coaching
• Work to streamline and constantly improve financial and reporting processes
• Comply with all company policies and procedures.
• Maintain regular and punctual attendance.

Other Job Duties and Responsibilities:

Performs other related duties as assigned.

Supervisory Responsibilities:

This position is an individual contributor with no direct reports but may provide guidance, leadership, or training to others.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Analytical problem-solving and sound decision-making ability (i.e. define a problem, collect data, establish facts and draw valid conclusion)
• Ability to analyze quantitative and qualitative information and translate into strategic deliverables
• Advanced Excel skills with proficiency in financial modeling and forecasting
• Technical proficiency in querying data for standard reporting deliverables and to conduct various ad-hoc analyses
• Thorough understanding of mortgage loan product types and key loan data elements
• Deep knowledge of finance/accounting functions and processes
• Ability to create and manage project benefits and cost benefit analyses
• Ability to work in a fast-paced, challenging, environments while maintaining strong attention to detail and high-level of accuracy
• Demonstrate initiative and ability to manage increasing workload effectively and work creatively to streamline and improve financial processes
• Ability to build strong relationships with business partners
• Demonstrate self-driven ownership of processes or projects and ability to manage effective execution
• Proven written and oral communication and ability to interface with senior management

Education and/or Experience:

• Bachelor's degree in finance or accounting with demonstrated academic achievement
• Minimum of Three (3) years previous experience in finance/accounting roles. Five (5) years strongly preferred, with heavy emphasis on financial planning and analysis deliverables (Budgeting, Forecasting, Month-End Close, Staff Capacity Planning)
• Prior finance experience supporting corporate departments a plus, but not required

Certificates, Licenses, Registrations:

None Required

Work Complexity:

Problems and issues faced are difficult and complex, and may require understanding of broader set of issues. Problems typically involve consideration of multiple issues and understanding of the financial/mortgage industry. Problems are typically solved through drawing from prior experience and analysis of issues.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.

Equal Employment Opportunity:

The company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws.

Americans with Disabilities Act:

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.

Job Responsibilities:

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. The company may change the specific job duties with or without prior notice based on the needs of the organization.