Financial Analyst - Corporate Initiatives

Overview

The Financial Analyst, Corporate Initiatives supports strategic growth and investment decisions through advanced financial analysis, modeling, and performance reporting. This role evaluates new initiatives and capital proposals using NPV, IRR, sensitivity, and scenario analyses, and monitors project performance against approved plans and budgets.

Responsibilities

• Build financial models including NPV, IRR, sensitivity, and scenario analyses to support new initiatives and capital proposals.
• Monitor actual project results versus projections, budgets, and initial plans; perform variance analysis and identify cost or ROI issues.
• Collaborate on forecasts and annual budgets; produce and deliver dashboards, KPI summaries, and variance reports to management.
• Conduct "what-if" and scenario planning to evaluate the impact of strategic pivots.
• Provide clear, data-driven recommendations to senior leaders.
• Partner with IT, Operations, and other stakeholders to ensure alignment of financial projections, timelines, and project milestones.
• Summarize complex financial insights into compelling narratives and presentations for executive leadership.
• Perform ad-hoc analyses as needed to support business objectives.
• Enhance FP&A tools, reporting processes, and methodologies to improve accuracy, efficiency, and transparency.
• Perform other duties as assigned.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field required.
• Minimum 3 years of experience in FP&A or Corporate Finance with proven expertise in modeling, forecasting, and executive communication.
• Advanced proficiency in Microsoft Office programs including Word, Excel, PowerPoint, and Outlook.
• Experience in capital budgeting and project finance.

Preferred Qualifications

• Master’s degree in Finance, Accounting, Economics, or related field.
• Professional certifications such as CPA, CMA, and/or CFA are highly desired.
• Previous experience in an FP&A role within the mortgage subservicing or servicing industries.
• Experience or transferable skills leveraging digital tools such as Power BI and SQL, with demonstrated ability to succinctly analyze large datasets.

Compensation & Benefits

• Annual salary range: $58,700 - $98,600, with actual compensation dependent on qualifications, skills, and experience.
• Health & Welfare Coverage: Optional medical, dental, vision, life, and disability insurance.
• Paid time off including holidays, vacation, and sick leave.
• Retirement & Investment: Matching 401(k) and employee stock purchase plans.
• Wellness Programs: Access to mental health resources and initiatives promoting physical and emotional well-being.
• Employee Recognition programs celebrating achievements and milestones.
• Lifestyle & Learning Perks: Discounts on gym memberships, pet insurance, employee purchasing programs, and tuition reimbursement for continued education and professional growth.

Location & Work Environment

• Remote work option available; employees are provided necessary equipment.
• Requires a quiet, private workspace at home with high-speed internet (minimum 25 Mbps download and 10 Mbps upload).
• Normal office working conditions with flexibility to work early, late, or weekend hours as needed.

Equal Employment Opportunity

The employer is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, protected veteran status, national origin, sexual orientation, gender identity or expression, genetic information, or any other characteristic protected by applicable law.