Senior Financial Analyst - Benchmark Mortgage
Plano, TX
About the Job
Position Overview:
The Senior Financial Analyst provides financial planning information to leadership that allows for insight into business revenues, expenses and trends in order to strategically plan for Success.
Ideal candidates for this position possess strong modeling and analytical skills, an ability to serve as a business partner, and the ability to manage changing priorities in a dynamic environment.
Essential Functions of the Role:
- Prepare detailed annual budgets and quarterly forecasts for corporate departments. Monitor variances to plan.
- Develop and prepare business unit and corporate level financial and statistical reports to include actual vs. budgeted expenses, volume projections, and quarterly revenues.
- Assist business unit leaders in the administration and understanding of key profitability metrics and identifying areas of opportunity for improvement in units profitability.
- Assist with the administration and ongoing maintenance of Adaptive Insights business planning software, including hierarchy maintenance, cost centers, GL and mapping codes/allocations.
- Ad Hoc reports and other duties as assigned.
Essential Knowledge/Skills/Abilities:
- Highly detail-oriented
- Excellent organizational skills
- Excellent analytical skills
- Ability to work across organizational boundaries
- Proven ability to prioritize and multi-task
- Strong communication skills
- Highly efficient with MS Excel
- Knowledge of MS Access
- Knowledge of loan accounting applications/software
- Expertise in budgeting/financial management applications
- Expertise in financial database management/maintenance and business intelligence/report generation.
- Working knowledge of Treasury/Cash management operations.
Experience Requirements:
- 3 – 5 years’ experience in a Financial Planning/Analyst role required.
- Experience in mortgage banking or financial services preferred.
Education/Licensing Requirements:
- Bachelor’s degree in accounting, finance, or related field required. Master’s degree preferred.
Working Conditions:
- Fast-paced environment.
- Requires normal vision (corrected) both close and distant.
- Requires normal hearing levels (corrected).
- Requires working at a desk to use a phone and computer for extended periods of time.
- Requires sitting, bending.
- Works effectively with frequent interruptions.
- Lifting requirements of 10 lbs. occasionally.
- Minimal travel <5%.
Source : Benchmark Mortgage