Deliver accurate, timely financial reporting and performance metrics to empower decision-making across the company.
Build and maintain financial reports, models, and dashboards to monitor sales, profitability, and operational efficiency.
Analyze internal performance data and broader mortgage market trends to support accurate forecasting and strategic planning.
Prepare executive and management-level presentations that clearly communicate complex data and business insights.
Prepare and manage Quarterly Mortgage Call Report (MCR) filings through NMLS, ensuring accuracy, completeness, and compliance with regulatory requirements.
Conduct ad hoc analysis and scenario modeling to evaluate executive requests, new product developments, opportunity analysis, and margin profitability.
Implement automation and identify opportunities to streamline processes, increase reporting efficiency, and enhance data accessibility and accuracy.
Continuously bring forward innovative ideas to improve the company's analytics, decision-making tools, and business insights.

Strong ability to communicate data-driven insights and influence stakeholders at all levels of the organization.
Proficient at extracting, integrating, and analyzing data from multiple systems, with the comfort to develop assumptions when necessary.
Skilled in cross-functional collaboration with both technical and non-technical colleagues.
Advanced financial modeling and analytical capabilities.
Excellent time management and attention to detail, with the ability to effectively juggle multiple priorities.
A self-starter equipped with a growth mindset and the flexibility to adapt to new business needs and technologies.
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
7+ years of experience in financial analysis, business intelligence, or similar analytical roles.
Prior experience in the mortgage industry is preferred.
Advanced Excel proficiency with a strong ability to manipulate large, complex datasets.
Experience with business intelligence platforms (Cognos preferred) is required, and familiarity with Encompass LOS is a strong plus.

Senior Financial Analyst

Key skills