As the Senior Financial Analyst, you are a critical member of the FP&A team, responsible for monthly forecasting, management reporting, and variance analysis at all levels of the P&L, cost centers and consolidated. You work closely with Xome business leaders to ensure forecast assumptions are aligned with current work initiatives. A key function of the Senior Analyst is to build and maintain forecast models and ad hoc analyses that support accurate projections and variance explanations to support and guide business decisions.
About the role- Prepare the monthly, quarterly, and annual financial reporting for areas of responsibility.
- Support the month-end close and monthly forecast for areas of responsibility, covering revenue, cost of revenue, and operating expenses.
- Build the forecast including analysis, variance commentary, and supporting materials, to review with the General Manager and Finance team.
- Prepare and review month-end accruals against forecast, load forecast into the financial planning tool (Workday Adaptive Planning), and reconcile actuals to forecast.
- Forecast capitalized costs and the related depreciation and amortization. Partner with Accounting on the capitalization timeline.
- Support SOX controls and documentation for areas of responsibility.
- Build forecast models and ad hoc analysis
- Track performance against key metrics and flag risks and opportunities
About you Competencies
- Customer Service: respond promptly and professionally to internal and external users of financial information.
- Accuracy & Completeness: prepare work papers with attention to detail and consistent, reliable quality.
- Time Management: prioritize effectively and see tasks through to completion under month-end deadlines.
Education / Experience Requirement
- Bachelor's degree in Finance, Accounting, or a related field required; CPA, CFA, or MBA a plus.
- 6+ years in FP&A or corporate finance; background in technology, real estate, mortgage/servicing, accounting, commercial banking, or investment banking a plus.
- Advanced financial modeling skills, with the ability to turn large, complex data sets into clear analysis leadership can act on.
- Expert in Microsoft Excel and PowerPoint; proficient in a financial planning tool (Workday Adaptive Planning, Oracle, TM1, Hyperion, or similar). Workday and Power BI a plus.
- Strong written and verbal communication, including presenting to executives.
- Written Communication: write clearly and concisely for a range of audiences.
What you'll get Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We've got your back. Check out our full list of Benefits and Perks.
This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time.
