Sr. Financial Analyst

Job Description

Job Description

The salary range for this position is $100,000 - $120,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to View email address on ziprecruiter.com.

Summary

As a Senior Financial Analyst, you will provide critical support to our leadership team by transforming complex data into clear, actionable insights that drive strategic and operational decisions. We are looking for a highly analytical, detail-oriented professional who thrives in a fast-paced environment and brings deep expertise in financial modeling, business intelligence, and the mortgage industry.

Essential Duties

• Deliver accurate, timely financial reporting and performance metrics to empower decision-making across the company.
• Build and maintain financial reports, models, and dashboards to monitor sales, profitability, and operational efficiency.
• Analyze internal performance data and broader mortgage market trends to support accurate forecasting and strategic planning.
• Prepare executive and management-level presentations that clearly communicate complex data and business insights.
• Prepare and manage Quarterly Mortgage Call Report (MCR) filings through NMLS, ensuring accuracy, completeness, and compliance with regulatory requirements.
• Conduct ad hoc analysis and scenario modeling to evaluate executive requests, new product developments, opportunity analysis, and margin profitability.
• Implement automation and identify opportunities to streamline processes, increase reporting efficiency, and enhance data accessibility and accuracy.
• Continuously bring forward innovative ideas to improve the company's analytics, decision-making tools, and business insights.

Requirements

• Strong ability to communicate data-driven insights and influence stakeholders at all levels of the organization.
• Proficient at extracting, integrating, and analyzing data from multiple systems, with the comfort to develop assumptions when necessary.
• Skilled in cross-functional collaboration with both technical and non-technical colleagues.
• Advanced financial modeling and analytical capabilities.
• Excellent time management and attention to detail, with the ability to effectively juggle multiple priorities.
• A self-starter equipped with a growth mindset and the flexibility to adapt to new business needs and technologies.

Education/Experience:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 5+ years of experience in financial analysis, business intelligence, or similar analytical roles.
• Prior experience in the mortgage industry is preferred.
• Advanced Excel proficiency with a strong ability to manipulate large, complex datasets. 
• Experience with business intelligence platforms (Cognos preferred) is required, and familiarity with Encompass LOS is a strong plus.

To apply to this hybrid role please send your resume to View email address on ziprecruiter.com.

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