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.