FP&A Analyst at Advantex Professional Services
Santa Ana, CA
About the Job
We are currently seeking a FP&A Analyst for a direct hire opportunity with a well-established mortgage company located in Anaheim. Position will be working onsite.
$105,000 to $120,000 based on experience and qualifications
Key Duties for the FP&A Analyst:
$105,000 to $120,000 based on experience and qualifications
Key Duties for the FP&A Analyst:
- Position will be responsible for playing a key role in shaping the financial strategy and performance of the organization
- Will be responsible for working closely with treasury regarding the liquidity management optimization and cash flow
- Working closely with accounting regarding the monthly close process, monthly reporting and monthly analysis
- Responsible for developing new KPI's, and key risk indicators
- Work on automation projects, M&A projects and evaluation of market trends
- Excel modeling, data mining, running queries and research
- BA/BS in Accounting/Finance/Economics
- 4-6 years of hands on experience in finance
- CFA or on track to earn CFA is preferred
- Strong financial modeling and data mining experience
- Experience in mortgage or financial service industry
- Strong treasury/accounting/finance background
- Strong analytical skills and keen eye for detail
- Advanced Excel (vlookup/pivot tables/queries/modeling)
- Excellent verbal and written communication skills