As a Senior Financial Analyst, you are a strategic financial partner who drives insights and transparency across our corporate finance function. You balance competing priorities with strong analytical rigor, translating complex financial data into actionable insights for leadership. Your expertise in financial modeling, reporting, and process improvement directly supports high-impact business initiatives and operational excellence. You thrive in a dynamic, cross-functional environment and bring both technical depth and collaborative leadership to your work. Your contributions help shape how we measure, understand, and optimize our financial performance.
About the role- Analyze weekly/monthly production results and connect financial outcomes to operational drivers (conversion, cycle time, capacity)
- Work directly with Data/BI to scale datasets, improve accessibility, and reduce manual processes
- Deliver consistent, high-quality monthly financial reporting including Originations Retail Banking Operating and Business Reviews as well as other adhoc presentations
- Lead AOP and forecast cycles for Originations, including scenario modeling (rate environments, volume shifts, capacity constraints)
- Maintain and build reports within Adaptive Planning, supporting channel-level allocations, forecast inputs, and monthly close processes including reconciliation to the General Ledger
- Support ad hoc financial analysis and strategic requests from senior leadership with accuracy and attention to detail
- Build and enhance financial reporting frameworks that increase transparency and provide stakeholders with actionable insights
- Partner cross-functionally with business leaders, operations teams, and finance colleagues to gather requirements, validate assumptions, and communicate financial findings
- Identify and execute on opportunities to improve data quality, forecasting accuracy, and reporting automation
About you Minimum Qualifications
- Bachelor's degree in Finance, Accounting, Business Administration, or related field
- 3+ years of experience in financial analysis, corporate finance, or financial planning and analysis (FP&A), ideally in mortgage banking or a high-volume financial services environment
- Strong proficiency with financial modeling, Power BI tools, Excel, and data visualization tools
- Excellent written and verbal communication skills with the ability to present complex financial information to non-financial stakeholders
- Demonstrated ability to manage multiple priorities and deliver results in a fast-paced environment
Preferred Qualifications
- Experience in mortgage, fintech, or financial services industry
- Advanced Excel skills including pivot tables, financial modeling, and scenario modeling
- Experience with Workday and Adaptive Planning or similar OLAP/Planning platforms, familiarity with Power BI or other BI reporting tools
- CPA, CFA, or other relevant financial certification
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.
