At Newrez, we bring big thinkers and caring doers together to make home happen. We’re a team built on heart and hustle, united by a commitment to show up for our customers, our communities, and each other. We believe that when our people thrive, homeowners thrive - and that’s why we invest in your growth, wellbeing, and ability to make an impact.
Every day, we work to exceed the expectations of our residential mortgage borrowers and business partners through superior service, simple processes, and clear communication. We do this by empowering our employees, encouraging innovative solutions and recognizing great performance.
POSITION SUMMARY:
The Senior Financial Analyst plays a critical role in supporting the Company's compensation, workforce planning, and people analytics strategies. This position partners closely with Human Resources, Finance, and business leaders to provide data-driven insights related to compensation programs, headcount planning, incentive compensation, budgeting, and organizational effectiveness. The individual will develop financial and analytical models, support annual compensation cycles, and help drive strategic workforce decisions.
Duties and Responsibilities:
Support compensation planning activities, including annual salary reviews, incentive compensation programs, market benchmarking, and pay equity analyses.
Partner with HR, Finance, and business leaders to develop and maintain workforce planning, headcount forecasting, and labor cost models.
Analyze compensation, benefits, and workforce-related data to identify trends, risks, and opportunities.
Build and maintain dashboards and reporting that provide actionable insights into compensation metrics, workforce costs, organizational trends, and key people indicators.
Support the development, administration, and ongoing evaluation of short-term and long-term incentive plans.
Prepare presentations, reports, and executive-level analyses related to compensation programs, workforce planning initiatives, and organizational effectiveness.
Perform scenario modeling and ad hoc analyses to support strategic business decisions.
Identify process improvement opportunities and contribute to automation and reporting enhancements.
Ensure data integrity and compliance with compensation-related policies, practices, and applicable regulations.
Performs related duties as assigned by management.
Qualifications and Education Requirements:
Bachelor's degree in finance, Accounting, Economics, Human Resources, Business Administration, Analytics, or related field.
5+ years of experience in compensation, workforce planning, FP&A, HR analytics, or a related analytical function.
Experience supporting compensation programs, labor cost planning, incentive compensation, or workforce analytics preferred.
Mortgage, financial services, banking, or related industry experience preferred.
Skills, Abilities, and Knowledge:
Advanced Excel and reporting skills; familiar with BI tools and financial systems.
Solid grasp of accounting fundamentals.
Experience utilizing HRIS, compensation, and reporting tools such as Workday, Adaptive Planning, Power BI, Tableau, SAP, Oracle, or similar platforms.
Ability to analyze complex datasets and translate findings into actionable business recommendations.
Strong business acumen and ability to partner effectively with HR and business leaders.
Strong analytical, communication, and problem-solving skills.
Strong attention to detail and commitment to data accuracy.
Demonstrates ownership, accountability, and sound judgment.
Work Environment and Physical Requirements:
Working on-site at assigned office location.
Regular and punctual attendance adhering to schedule established by leadership.
Flexibility to work occasional adjusted work schedules, overtime, and evening and/or weekend hours to meet deadlines or as business needs demand.
Working in a cubicle hub, maintaining focus on phone calls in a noisy environment within earshot of multiple other conversations.
Sedentary work in a stationary position at a cubicle for prolonged periods of time.
Constant repetitive motions required for operating a computer, such as typing and managing phone calls.
Constantly communicating effectively verbally in English, including accurately exchanging information with others following identification of correct procedures.
Additional Information:
While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator. Employment will be contingent on this requirement.
Why Newrez
We’re a great place to work because we invest in what matters: your career, your community, your wellbeing, and your future. Our total rewards package is designed to support your whole self.
Company Benefits:
We offer benefits, programs, and perks that support you in every aspect of your life.
Medical, dental, and vision insurance
Health Savings Account with employer contribution
401(k) Retirement plan with employer match
Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave
Adoption Assistance
Tuition & Certification reimbursement
Employee Mortgage Loan Program
The Newrez Employee Emergency and Disaster Fund is a program to support our team members experiencing hardships
Newrez NOW:
Through Newrez NOW, our Corporate Social Responsibility program, you’ll have opportunities to give back, lead, and make a difference.
1 company-paid Volunteer Time Off day (with over 40,000 volunteer hours contributed since our inception)
Matching Gifts Program - dollar-for-dollar up to $1,000
Access to grants, nonprofit resources, and volunteer opportunities
More than $6,000,000 donated since 2020
1 in 5 employees participates in at least one Employee Resource Group (ERG)
Equal Employment Opportunity
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.
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CA Notice at Collection
Skills Required
- Bachelor’s degree in finance, accounting, economics, human resources, business administration, analytics, or a related field
- 5+ years of experience in compensation, workforce planning, FP&A, HR analytics, or a related analytical function
- Experience supporting compensation programs, labor cost planning, incentive compensation, or workforce analytics
- Mortgage, financial services, banking, or related industry experience
- Advanced Excel and reporting skills
- Familiarity with BI tools and financial systems
- Experience with HRIS, compensation, and reporting platforms such as Workday, Adaptive Planning, Power BI, Tableau, SAP, Oracle, or similar tools
- Knowledge of accounting fundamentals
- Ability to analyze complex datasets and provide actionable business recommendations
- Strong business acumen and ability to partner effectively with HR and business leaders
- Strong analytical, communication, and problem-solving skills
- Strong attention to detail and commitment to data accuracy
- Ability to work on-site at the assigned office location
- Regular and punctual attendance, including flexibility for adjusted schedules, overtime, and occasional evening or weekend hours
- Ability to communicate effectively in verbal English
- Smartphone meeting company security standards and supporting applications such as Microsoft Authenticator
NewRez Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about NewRez and has not been reviewed or approved by NewRez.
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Healthcare Strength — The benefits lineup includes medical, dental, prescription, and vision coverage, with HSA/FSA options plus life and disability insurance. An Employee Assistance Program adds support resources alongside core health coverage.
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Retirement Support — A 401(k) plan with company match is available to support long-term savings. Notes about vesting and tenure clarify how the benefit is earned over time.
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Leave & Time Off Breadth — Paid time off starts at 15 days in year one, rises to 18 after the first anniversary, and includes 8 paid holidays. Additional leave options include parental bonding and family care.
NewRez Insights
What We Do
Newrez LLC (Newrez) is a leading nationwide mortgage lender and servicer. As a lender, Newrez focuses on offering a breadth of industry-leading products, supported by a loan process that blends both human interaction and the benefits of technology into an unparalleled customer experience. Founded in 2008 and licensed to lend in 50 states, Newrez is headquartered in Fort Washington, Pennsylvania and operates multiple lending channels, including Correspondent Lending, Wholesale, Direct-to-Consumer, Retail, and a network of joint venture partners. Newrez’s servicing business consists of its performing loan servicing division, Newrez Servicing, and its special servicing division, Shellpoint Mortgage Servicing. Newrez also has several affiliates that perform various services in the mortgage and real estate industries. These include Avenue 365 Lender Services, LLC, a title agency, and E Street Appraisal Management LLC, an appraisal management company. Newrez is member of the New Residential Investment Corp. family. More information is available at www.newrez.com. © 2022 Newrez LLC {f/k/a New Penn Financial, LLC}. All Rights Reserved. {Doing business as Newrez Mortgage in the states of Arkansas and Texas}. {Website approval pending with the New York Department of Financial Services.} This communication does not constitute a commitment to lend or the guarantee of a specified interest rate. All loan programs and availability of cash proceeds are subject to credit, underwriting and property approval. Programs, rates, terms and conditions are subject to change without notice. Other restrictions apply. Newrez LLC, 1100 Virginia Drive, Suite 125, Fort Washington, PA 19034. Corp NMLS#: 3013 (www.nmlsconsumeraccess.org). Additional licenses available at www.newrez.com. Equal Housing Opportunity.
