Overview
A national provider specializing in full-service and interim subservicing within the mortgage industry is seeking a Financial Analyst. Established in 1991, the organization manages over 1.8 million loans across all 50 states and serves banks, credit unions, independent mortgage companies, investors, and homeowners. The Financial Analyst will play a key role in analyzing, reporting, and forecasting expenses related to operating and support functions, supporting financial decision-making and profitability optimization.
Responsibilities
- Analyze and report departmental budget and forecast variances, recommending corrective actions.
- Analyze vendor expenditures to identify cost-saving opportunities.
- Lead reporting, analysis, and forecasting for specific organizational expense categories.
- Monitor and report on capital expenditures, supporting ROI analysis.
- Prepare and deliver monthly performance reports to operational teams and senior leadership.
- Analyze headcount-related expenses focusing on volume, rate, and mix drivers.
- Use SQL and database tools to mine data and link datasets to financial metrics.
- Provide process improvement recommendations to business leadership.
- Develop predictive models and forecast inputs for monthly, quarterly, and annual projections.
Requirements
- Bachelor’s degree in Business Administration, Finance, Accounting, Data Analytics, or Statistics.
- 3–5 years of experience in a financial analyst role.
- Proficiency in Microsoft Office, with advanced Excel skills (e.g., modeling, formulas, data analysis).
- Detail-oriented and organized with strong verbal and written communication skills.
- Strong reporting, data management, and accounting skills with an auditing mindset.
- Exceptional analytical skills for identifying and resolving complex business issues.
- Ability to work effectively both independently and collaboratively.
Preferred Qualifications
- Master’s degree in a related field.
- Experience in financial planning and analysis (FP&A) within mortgage subservicing or servicing industries.
- Advanced skills in digital tools such as Power BI and SQL for analyzing large, complex datasets.
Compensation & Benefits
Compensation:
- Annual salary range: $58,700 - $98,600 (final compensation based on qualifications, skills, and experience).
Benefits & Perks:
- Optional medical, dental, vision, life, and disability insurance.
- Matching 401(k) plan and employee stock purchase plan (ESPP).
- Paid holidays, vacation, and sick leave.
- Access to mental health resources, including free Calm memberships.
- Discounts on gym memberships and pet insurance.
- Tuition reimbursement program for continuing education and professional growth.
- Employee recognition programs and exclusive employee purchasing discounts.
Location
This role is remote, allowing candidates to work from their preferred location within the United States.
Equal Opportunity
The employer is an equal opportunity organization committed to diversity and inclusion. All qualified applicants will receive consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.