FINANCIAL ANALYST

Mortgage Experience Preferred

Hybrid Position

Summary:

The Financial Analyst's responsibilities include assisting with financial planning and budgeting processes, analyzing financial statements and reports, developing financial models, preparing projections, and performing research and analysis as may be required by leadership. The Financial Analyst will also be responsible for providing teams with financial guidance and assisting with monthly close processes.

Essential Functions:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Job duties include, but are not limited to, the following:

• Reviewing and analyzing financial statements and reports.
• Tracking KPIs and preparing financial reports.
• Assisting with budgeting and monthly close processes.
• Understanding key business drivers.
• Assisting project teams with financial guidance.
• Developing financial projections and building financial models.
• Performing research and analysis as required.
• Ensuring compliance with financial guidelines, company policies, and relevant legal regulations.

Required Skills/ Abilities:

• Ability to present financial information to a non-financial audience.
• Working knowledge of financial strategies.
• Strong organizational and multitasking skills.
• Excellent communication, interpersonal, and presentation skills.
• Detail-oriented and able to perform in a high-pressure environment.
• Strong analytical thinking and problem-solving skills.
• Proficiency in Microsoft Office and related financial systems.

Supervisory Responsibilities:

• This position does not have direct reports.

Education and Experience:

• Bachelor's degree in finance, accounting, or a related field.
• 2+ years of experience in financial planning, analysis, and modeling.

Physical Demands/ Environment:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift to 15 pounds at times.