Overview
This role evolves FP&A from a primarily reporting function into a forward-looking, decision-support partner for the business. The Senior Financial Analyst owns core FP&A processes, including reporting, forecasting, and KPI analysis, while driving improvements in accuracy, automation, and overall efficiency.
This position reports directly to the VP of FP&A and partners closely with Sales, Operations, and Executive leadership.
Responsibilities
Forecasting & Planning
- Own and operate forecasting and budgeting models
- Maintain and enhance driver-based models and scenario analysis
- Improve forecast accuracy and proactively identify risks and opportunities
- Translate business inputs into clear financial implications
Business Partnership
- Partner directly with Sales, Operations, and other functional leaders
- Provide proactive financial insights to support decision-making
- Challenge assumptions and clearly frame trade-offs, risks, and outcomes
- Support resource planning, profitability analysis, and operational improvements
Process Improvement & Automation
- Identify and implement opportunities to reduce manual reporting and improve efficiency
- Partner with data and systems teams (Snowflake / BI tools) to improve data accessibility and reliability
- Help implement and scale FP&A systems and tools
- Standardize reporting and forecasting processes
KPI & Performance Management
- Develop and maintain key financial and operational KPIs
- Monitor performance trends and highlight key drivers
- Support leadership with clear, consistent performance visibility
Financial Reporting & Analysis
- Own monthly, quarterly, and annual reporting deliverables end-to-end
- Ensure reporting is accurate, reconciled, and delivered on time
- Analyze financial results, identify trends, and clearly communicate drivers of performance
- Provide variance analysis with actionable insights and recommendations
Standards Of Performance
- Deliver high accuracy with attention to detail (clean tie-outs, minimal rework)
- Meet deadlines consistently without escalation
- Maintain a strong ownership mindset—focus on outcomes
- Manage multiple priorities and communicate proactively
- Produce decision-ready work
Requirements
- Bachelor’s degree in Finance, Accounting, or related field
- 5+ years of financial analysis experience (mortgage banking experience a must)
- Advanced Excel and financial modeling skills
- Experience with data tools (Snowflake, BI tools, or similar) preferred
- Experience with FP&A systems or planning tools is a plus
Preferred Qualifications / Core Competencies
- Strong financial modeling and analytical skills
- Ability to build and maintain complex models independently
- Excellent organizational and time management skills
- Strong attention to detail and commitment to accuracy
- Ability to operate independently in a fast-paced environment
- Strong communication skills—able to translate analysis into clear business implications
- Proactive, solutions-oriented mindset with a focus on continuous improvement
Compensation & Benefits
- The starting base pay range for this position is $110k/annually.
- The actual base is dependent on many factors such as work experience, business needs, market demands, and other compensation components.
- The base pay range is subject to change and may be modified in the future.
Work Authorization
Must be able to verify identity and employment eligibility to work in the U.S. without a visa sponsorship.
Physical Demands
- Must be able to lift up to ten pounds
- Primary functions require sufficient physical ability and mobility to work in an office setting
- Ability to stand or sit for prolonged periods of time
- Ability to occasionally stoop, bend, kneel, crouch, reach, and twist
- Ability to lift, carry, push, and/or pull light to moderate amounts of weight
- Ability to operate office equipment requiring repetitive hand movement and fine coordination, including use of a keyboard
- Ability 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
Other Notes
- This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.
- This job profile is not intended to be an all-inclusive list of job duties and responsibilities; additional related duties may be assigned to meet the needs of the organization.
Equal Opportunity
This employer is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to race, religion, creed, color, orientation, gender, age, national origin, veteran status, disability status, marital status, sexual orientation, gender identity, or gender expression.