Overview
This role involves supporting the organization's mortgage and finance operations through financial analysis and business reporting. The Financial Analyst II provides insights and data-driven recommendations to assist management in making informed financial decisions.
Responsibilities
- Collaborate with internal stakeholders and management to clarify reporting requirements and interpret data.
- Support financial management, production, and operational leadership with relevant financial information.
- Analyze complex datasets to identify trends and patterns; communicate findings and recommended actions effectively to leadership.
- Prepare ad hoc reports by compiling and summarizing data from multiple sources, utilizing tools such as Excel, PowerPoint, and business intelligence (BI) software.
- Maintain and update financial models, dashboards, and reporting packages including profit and loss statements, pro formas, and key performance indicators (KPIs) related to production and operations.
- Ensure accuracy, consistency, and reliability of data used in all reporting and BI tools; address data integrity issues.
- Develop and implement data collection systems and strategies to optimize data quality and efficiency, leveraging technology and automation.
- Provide support to senior financial analysts and financial management; collaborate cross-functionally.
- Cross-train in duties of other financial analysts and provide backup coverage as needed.
- Perform additional duties as assigned.
Requirements
- Bachelor's degree in Business, Finance, Accounting, Economics, or a directly related field preferred.
- Minimum of 2 years of experience in a financial analysis role preferred.
- Advanced knowledge of accounting and finance principles.
- Expert proficiency in Microsoft Excel.
- Strong verbal and written communication skills.
- Excellent organizational skills and attention to detail.
- Effective time management skills with the ability to prioritize and multitask.
- Advanced ability to interpret and consolidate financial statements across multiple business units.
- Experience with BI tools (e.g., Power BI) and working with large datasets.
- Ability to adapt to a dynamic and growing environment.
- Capable of working independently and collaboratively within a team.
- Skilled in managing communications with multiple stakeholders.
- Problem-solving skills with the ability to research and identify solutions.
- Intermediate knowledge of mortgage production, operations, and financial processes.
- Ability to complete projects within established deadlines.
- Proficiency in Microsoft Office Suite, including Word, Excel, and collaborative cloud-based programs.
- Commitment to professional values including customer service, integrity, respect, collaboration, learning, and excellence.
Compensation & Benefits
- This is a non-exempt position with a targeted salary range of $29 to $44 per hour.
- Compensation is influenced by factors such as local and federal minimum wage requirements, education, experience level, and geographic location.
- Benefits include medical, dental, vision, life insurance, accidental death and dismemberment (AD&D), long-term disability (LTD), and a 401(k) plan with employer match.
Work Environment & Schedule
- Primarily sedentary work in an office environment with moderate noise levels.
- Frequent use of computer keyboard and mouse.
- Ability to interpret sounds consistent with interpersonal conversation.
- Work schedule is Monday through Friday during regular business hours.
Additional Information
- The role requires understanding departmental objectives and contributing to process improvements.
- Problems encountered are often complex and require analysis and adherence to professional standards.
- The position may involve mentoring less experienced staff and working independently under general direction.
- Physical requirements include office mobility and manual dexterity.
This employer is an Equal Opportunity Employer.