FINANCIAL PLANNING & ANALYSIS ANALYST

Hybrid Position

Mortgage Experience Preferred

Summary:

The Financial Planning and Analysis Analyst is responsible for driving the Company's annual budgeting process, quarterly forecast, variance analysis, and special projects.

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:

• Participate in the budgeting and forecasting cycles of the company.
• Develop business intelligence tools, forecast models, and dash boards that assist with reporting, analyzing, and forecasting revenue, costs, and KPIs for the Company.
• Compilation and analysis of monthly branch profit and loss statements.
• Support the Company with insights and analysis that enable effective financial decisions.
• Drive standardization and automation of internal reporting, identify mapping errors within systems and provide resolutions.
• Support month-end close activities.
• Contribute to process improvement and process documentation initiatives.
• Complete additional ad hoc analysis, special projects, and other duties as assigned.

Required Skills/ Abilities:

• Must be reliable, trustworthy, team oriented, deadline driven in a multi-taking environment.
• Self-starter with the ability to work independently, and to communicate and interact effectively with various teams as needed.
• Superior analytical and problem-solving skills with extraordinary attention to detail.
• Strong knowledge of accounting principles is required.
• Microsoft Office Suite experience, advance modeling in Excel is required.
• Knowledge of Loan Vision and Encompass software is a plus.
• Must be able to learn other accounting software systems.

Supervisory Responsibilities:

• This position does not have direct reports.

Education and Experience:

• Bachelor's degree in Accounting.
• 3 years of direct experience in a financial planning and analysis role, mortgage industry, financial services preferred.

Physical Demands/ Environment:

• Prolonged periods sitting at a desk and working on a computer.