FP&A Associate Analyst - United Wholesale Mortgage

 

Financial Planning and Analysis (FP&A) Analyst – We are seeking a detail-oriented and analytical FP&A Analyst to join our Finance team. The FP&A Analyst will play a key role in analyzing financial data, preparing reports, and providing insights to support strategic decision-making within the company. The ideal candidate will possess strong financial acumen, advanced analytical skills, and the ability to communicate complex financial concepts effectively.

WHAT YOU WILL BE DOING

• Perform monthly / quarterly / annual financial forecasting, reporting, and operational metrics tracking.
• Analyze actuals to forecasted values and perform variance analysis identifying trends and anomalies.
• Perform monthly/quarterly analytical processes used in internal management reporting.
• Report on financial performance and help prepare for monthly leadership reviews.
• Evaluate financial performance analyzing actual results and internal business trends as well as macro-economic changes impacting the results.
• Identify key drivers of financial performance and provide insights on areas of improvement or concern.
• Maintain financial models and ensure alignment with real world experience, in a data driven way.
• Research, analyze and synthesize data from multiple sources into business information as directed by management.
• Identify and drive process improvements, including the creation of standard and ad-hoc reports.
• Develop and maintain financial dashboards and key performance indicators (KPIs) to track performance metrics.
• Present financial analysis and recommendations in a clear and concise manner.
• Support management team in data-driven analysis as and when business needs arise.

WHAT WE NEED FROM YOU

MUST HAVE QUALIFICATIONS

• Bachelor's or Master’s degree in Finance, Business, Accounting, Economics, Statistics, Mathematics, or related discipline.
• 1-3 years of relevant work experience in the Mortgage industry, Banking, or broader financial services industry with Secondary Marketing / Capital Markets, data analytics experience is a plus.
• Strong collaboration skills are needed with internal and external stakeholders.
• Effective communication skills (verbal & written) and strong interpersonal skills are desired.
• Must possess strong analytical skills and be an out-of-the-box thinker.
• Effective problem solver, meticulous, and demonstrating thoroughness in work quality delivered.
• Ability to critically think through issues as they arise and propose possible solutions.
• Ability to work independently, prioritize, organize, and deliver quality work.
• Advanced Excel skills & ability to learn/apply new technology or tools.
• Exposure to Alteryx, SQL, and Workday will be considered a plus.
• Build and maintain strong relationships with all stakeholders across the organization.
• Flexible and willing to adapt and be nimble to the evolving business needs.
• Coachable, open-minded, and willing to learn in the spirit of continuous improvement.

THE PLACE & THE PERKS

Ready to join thousands of talented team members who are making the dream of home ownership possible for more Americans? It’s all happening on UWM’s campus, where our award-winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement.

 

It’s no wonder that out of our six pillars, People Are Our Greatest Asset is number one. It’s at the very heart of how we treat each other, our clients and our community. Whether it’s providing elite client service or continuously striving to improve, our pillars provide a pathway to a more successful personal and professional life.

 

From the team member that holds a door open to the one that helps guide your career, you’ll feel the encouragement and support on day one. No matter your race, creed, gender, age, sexual orientation and ethnicity, you’ll be welcomed here. Accepted here. And empowered to Be You Here.

 

More reasons you’ll love working here include:

• Paid Time Off (PTO) after just 30 days
• Additional parental and maternity leave benefits after 12 months
• Adoption reimbursement program
• Paid volunteer hours
• Paid training and career development
• Medical, dental, vision and life insurance
• 401k with employer match
• Mortgage discount and area business discounts
• Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court
• Wellness area, including an in-house primary-care physician’s office, full-time massage therapist and hair salon 
• Gourmet cafeteria featuring homemade breakfast and lunch
• Convenience store featuring healthy grab-and-go snacks
• In-house Starbucks and Dunkin
• Indoor/outdoor café with Wi-Fi

DISCLAIMER

All the above duties and responsibilities are essential job functions subject to reasonable accommodation and change. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Team members may be required to perform other or different job-related duties as requested by their team lead, subject to reasonable accommodation. This document does not create an employment contract, implied or otherwise. Employment with UWM is "at-will." UWM is an Equal Opportunity Employer. By selecting “Apply for this job online” you provide consent to UWM to record phone call conversations between you and UWM to be used for quality control purposes.