Financial Analyst

Position: Financial Analyst

Location: U.S. Remote

Salary range: $70k to $85k depending on experience + full time benefits

Employment Type: Full-Time

Position Summary:  We are seeking a Finance Analyst with strong accounting knowledge and 2–4 years of experience in corporate finance, FP&A, or accounting. This role blends financial planning with deep accounting responsibilities, ensuring accurate financial reporting, variance analysis, and compliance. Candidates with mortgage or lending industry experience will be highly valued, as you will support both FP&A functions and the accounting needs unique to mortgage operations.

• Prepare and review monthly channel and segment reporting to ensure accuracy and consistency.
• Support monthly corporate and branch close activities, including allocations between channels and within branches, with a focus on improving branch close timing.
• Conduct variance and reconciliation analysis across branch, channel, and corporate activity to ensure consistent reporting.
• Utilize SQL and Power BI to build and maintain financial models, dashboards, and reports that provide clear visibility into profitability and business drivers.
• Collaborate with Accounting and Finance teams to bridge the gap between financial reporting and business performance.
• Provide ad hoc analysis and executive-level reporting on financial and accounting performance.

• Bachelor’s degree in Accounting, Finance, or a related field (CPA, CMA, or progress toward certification is a plus).
• 2–4 years of experience in corporate accounting, audit, or FP&A, ideally within mortgage, lending, or financial services.
• Advanced proficiency in SQL and Power BI for data querying, analysis, and visualization.
• Strong working knowledge of GAAP, accounting close processes, and financial statement preparation.
• Experience with ERP and reporting systems (e.g., Oracle, SAP, NetSuite, Hyperion, Workday).
• Advanced Excel skills (pivot tables, lookups, financial modeling).
• Experience with Snowflake or other data visualization tools is a strong plus.
• Strong attention to detail, with the ability to identify accounting discrepancies and recommend solutions.
• Excellent communication skills to translate financial and accounting concepts to non-financial stakeholders.

Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S.

Other Duties: This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and 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.

[EOE/M/F/D/V. Drug-free workplace.]

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