Financial Analyst

Overview

Position: Financial Analyst - Retail Mortgage Originations

Location: Tustin, CA – Dallas, TX – Austin, TX – Charlotte, NC – Novi, MI (hybrid work schedule open to working at any of these locations)

Salary range $90k to $140k depending on experience full time benefits

Position Summary: The Financial Analyst works as a liaison between Corporate Finance and Retail Sales stakeholders to perform a variety of planning and analysis activities with the goal of driving optimal bottom line results.  Activities include budgeting, forecasting, building, financial models, assisting with financial planning, performing research and analysis, preparing reports, and assisting with the close process. The Analyst prepares a quantitative analysis of business operations and ad-hoc projects while concisely summarizing key trends for management.

Responsibilities

• Perform financial forecasting, reporting and operational metrics tracking
• Reviewing and analyzing financial statements and reports
• Analyze financial data and create models for decision support
• Analyze previous budgets and forecasts and perform variance analysis to explain discrepancies
• Report on financial performance and prepare for regular leadership reviews
• Analyze past results, perform analysis, identify trends and make recommendations for improvements
• Guide the analysis process by establishing and enforcing policies and procedures
• Increase productivity by developing automated reporting/forecasting tools
• Experience Creating Early warning indicators for branches that are underperforming
• New Branch Set Up – proforma development, approval, and monitoring

Qualifications

• Bachelor's degree in finance, accounting, or a related field, or a minimum of five (5) years’ experience in Finance or other relevant experience.  
• Strong analytical and financial modeling experience.
• Strong interpersonal skills, including written and oral communication skills to communicate with management and leadership.
• Strong fluency with Excel formulas and Functions.
• Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
• Ability to provide consultation and expert advice to management.
• Ability to streamline functions and passion to learn and grow.
• Comfort dealing with ambiguity and the ability to work independently.
• Strong Financial Acumen – P&L, Finance/Accounting background
• Relationship builder – Corporate stakeholders and branch
• Process oriented – leverages financial insights to drive innovation
• Retail Mortgage Experience, preferabbly with with Mortgage Retail Loan Origination
• Proforma skillsets
• Experience with Sign on incentives for originators

Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S.

Other Duties: This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization.

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. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction.

[EOE/M/F/D/V. Drug-free workplace.]

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