Financial Analyst II

🕒 vor 15 Tagen

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Guild Mortgage

WebsiteLinkedInAlle Stellen

1001 - 5000 Mitarbeiter

Gegründet 1960

💸 Finanzen

🏠 Immobilien

Finance • Real Estate

Guild Mortgage ist ein in den USA ansässiger Hypothekengeber und Darlehensabwickler, der Verbrauchern und Geschäftspartnern eine breite Palette von Wohnfinanzierungsprodukten und -dienstleistungen bietet. Das Unternehmen offeriert Kauf- und Refinanzierungshypotheken, darunter konventionelle, FHA-, VA-, USDA-, Jumbo-, Renovierungs-, Bau-, Umkehrhypotheken, HELOCs sowie Spezialprogramme und Unterstützung bei der Anzahlung. Guild Mortgage ist landesweit durch lokale Niederlassungen und Kreditberater tätig, unterstützt Kreditnehmer mit Serviceleistungen und Online-Kontoverwaltung und arbeitet mit Bauträgern, Immobilienmaklern, Notariatsangestellten und Korrespondenten zusammen.

Beschreibung

• The Financial Analyst II plays an important role in the organization by performing a variety of professional activities related to the organization’s Mortgage and Finance operations. • The role is responsible for business reporting and analysis that helps the management team make appropriate financial business decisions. • Works with internal stakeholders, report requestors, and management to solidify requirements, discuss interpretation of reports, provide feedback, and propose actions for Deliver data so it's understandable from end user perspective. • Support financial management, production and operational leadership. • Identify, analyze, interpret, and communicate trends or patterns in complex datasets. • Effectively convey opportunities, findings, and recommended action items to leadership through both verbal and written communication. • Engage in meaningful discussions regarding business decisions and actions that lead to desired financial and production outcomes. • Follow up on decisions made during discussions. • Effectively communicate information by compiling and summarizing data- sometimes using multiple sources and creating presentation of findings utilizing all analytics tools- including but not limited to Excel, Power Point, and BI tools. • Maintain financial models/dashboards and reporting packages including but not limited to P&L, pro formas, and production and operations KPI's. • Review reporting to be sure it continues to meet the needs for current processes and data collection practices. • Ensures data is accurate, consistent and reliable in all reporting created and used (including in BI tools). Help solve issues with accuracy, data integrity and data consistency. • Develop and implement data collection systems and other strategies that optimize data quality and efficiency. • Maximize these efforts using technology, BI tool and other automation. • Support Senior Financial Analysts, Financial Management and work cross-functionally to provide support. • Crosstrain in the duties of other Financial Analysts and provide back-up coverage in their absence. • Perform other duties as assigned.

🎯 Anforderungen

• Bachelor's Degree in Business, Finance, Accounting, Economics, or field directly related to the position or equivalent, preferred. • Minimum 2 years' experience in financial analysis related role(s) is preferred. • Advanced knowledge of Accounting and Finance principles. • Expert Excel skills required. • Excellent verbal and written communication, organizational skills, and attention to detail. • Excellent time management skills including the ability to prioritize and multi-task. • Advanced understanding, interpreting, and consolidating financial statement for multiple business units. • Advanced analytical mindset with BI tool experience and the ability to work with large sets of data (e.g. Power BI). • Ability to adapt to a growing and dynamic environment. • Ability to work independently as well as in a team environment to accomplish goals. • Ability to manage communication with multiple stakeholders. • Ability to research issues and identify solutions to problems. • Intermediate level expertise in mortgage knowledge encompassing production, operations, and financial aspects, including processes and interconnected principals and concepts. • Ability to complete projects within established deadlines. • Excellent verbal and written communication skills required. • Highly organized and detail-oriented; ability to work in a fast-paced, metrics-driven environment required. • Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications required. • Commitment to company values.

🏖️ Vorteile

• medical • dental • vision • life insurance • AD&D • LTD • 401(k) with employer match