Financial Reporting Analyst - Pennymac

PENNYMAC:

Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related to the U.S. mortgage market. 

 

At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.

A Typical Day:

The Financial Reporting Analyst will assist in the preparation of external financial reporting documents which include 10Qs, 10Ks, and other required filings. As the Financial Analyst, you will develop and track key statistical information and performance metrics, prepare various reporting views, gather requirements for new reporting, organize and present data to management.

 

The Financial Reporting Analyst will:

 

• Prepare statements of cash flows for the subsidiaries
• Complete GAAP and SEC checklists
• Assist in the debt compliance reporting process, including understanding of debt agreements and creating the necessary reporting from those agreements
• Deliver data and other support information requests as needed for audits and reviews conducted by external auditors
• Participate in the earnings release process including assisting with the preparation of the quarterly management reporting package, preparation and analysis of support for investor relations as required and review of financial information included in the earnings release and script
• Gather requirements for new reporting and develop of new reporting views
• Perform other related duties as required and assigned
• Demonstrate behaviors which are aligned with the organization’s desired culture and values

What You’ll Bring:

• Bachelor’s degree in Finance/Accounting required; Master’s degree in accounting preferred
• CPA certification a plus (or in the process of passing the CPA exam)
• SEC and technical reporting experience (10Ks, 10Qs, 8Ks) preferred
• Moderate understanding and application of GAAP and SEC/financial reporting requirements including financial statements and financial statement footnotes
• Must be highly proficient in Excel and Word

Why You Should Join:

As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. 

Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. 

 

Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: 

• Comprehensive Medical, Dental, and Vision
• Paid Time Off Programs including vacation, holidays, illness, and parental leave 
• Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations)
• Retirement benefits, life insurance, 401k match, and tuition reimbursement 
• Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships

 

To learn more about our benefits visit: https://pennymacnews.page.link/benefits

 

Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below:

• Lower in range - Building skills and experience in the role
• Mid-range - Experience and skills align with proficiency in the role 
• Higher in range - Experience and skills add value above typical requirements of the role 

 

Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. 

 

Salary:$65,000 - $100,000Work Model:OFFICE