Financial Planning & Analysis Analyst

Hybrid Position

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.