Financial Analyst II

🕒 May 28

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Guild Mortgage

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1960

💸 Finance

🏠 Real Estate

Finance • Real Estate

Guild Mortgage is a U. S. -based mortgage lender and loan servicer that provides a wide range of home financing products and services to consumers and business partners. The company offers purchase and refinance mortgages, including conventional, FHA, VA, USDA, jumbo, renovation, construction, reverse mortgages, HELOCs, and specialty programs and down-payment assistance. Guild Mortgage operates nationwide through local branches and loan officers, supports borrowers with servicing and online account management, and partners with builders, real estate agents, title agents, and correspondents.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

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