Financial Analyst - Mortgage

Posted 20 Days Ago
Atlantic, IA, USA
In-Office
Junior
Fintech • Consulting
The Role
Performs financial modeling, forecasting, revenue tracking, month-end close activities, commission reporting, variance analysis, and executive reporting. Partners with Sales, Operations, and business leadership on pipeline tracking, dashboards, budgeting, and market intelligence. Requires 2+ years of corporate finance or FP&A experience and a bachelor’s degree; mortgage industry knowledge is preferred.
Summary Generated by Built In

Equifax is where you can power your possible. If you want to achieve your true potential, chart new paths, develop new skills, collaborate with bright minds,  and make a meaningful impact, we want to hear from you.

We are seeking a detail-oriented finance professional to drive financial modeling, forecasting, and month-end close processes for our growing team. In this Financial Analyst - Mortgage role, you will maintain central revenue models, track transactional volumes, and partner cross-functionally with Sales and Operations to support budgeting and pipeline opportunities. You will also compile executive briefing packages that synthesize internal and external market metrics to guide senior leadership decision-making.
What you’ll do:


  • Financial Modeling & Forecasting: Maintain central revenue and driver models, track transactional volumes and pricing (ARPU), and prepare weekly/ad-hoc revenue pacing updates.
  • Month-End Close & Accounting: Prepare monthly accounting revenue reclassifications, manage sales commission administration reports, and perform variance analyses.
  • Reporting & Market Intelligence: Compile executive briefing packages synthesizing external housing metrics (e.g., Fannie Mae, MBA) alongside internal metrics for senior leadership. 
  • Business Partnering & Analytics: Partner with cross-functional teams (Sales, Operations, and Business Unit leadership) to track pipeline opportunities, refresh operational dashboards, and support annual budgeting. 

What experience you need:
 

  • Experience: 2+ years in corporate finance, financial planning & analysis (FP&A), or related fields
  • Bachelor's degree

What could set you apart:


  • Domain Knowledge (Preferred): General familiarity with mortgage industry products, credit metrics, or transaction-based business models.

#LI-JD1


We offer comprehensive compensation and healthcare packages, 401k matching, paid time off, and organizational growth potential through our online learning platform with guided career tracks.

Are you ready to power your possible?  Apply today, and get started on a path toward an exciting new career at Equifax, where you can make a difference!

Primary Location:

USA-Atlanta-One-Atlantic-Center

Function:

Function - Finance

Schedule:

Full time

Skills Required

  • 2+ years of experience in corporate finance, FP&A, or a related field
  • Bachelor’s degree
  • Familiarity with mortgage industry products, credit metrics, or transaction-based business models

Equifax Inc. Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Equifax Inc. and has not been reviewed or approved by Equifax Inc..

  • Retirement Support — Savings programs include a 401(k) with company matching and, in some contexts, profit-sharing or pension components. These are described as solid parts of the total package.
  • Parental & Family Support — Programs include paid parental leave for birth and non-birthing parents and adoption assistance. Company materials highlight these benefits as part of a family-supportive offering.
  • Flexible Benefits — Multiple medical plan choices, dental and vision options, FSAs/HSAs, and voluntary supplemental coverages enable customization. The company publishes plan summaries and SPDs to help compare cost and coverage by location and tier.

Equifax Inc. Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Atlanta, GA
16,742 Employees

What We Do

At Equifax (NYSE: EFX), we believe knowledge drives progress. As a global data, analytics, and technology company, we play an essential role in the global economy by helping financial institutions, companies, employers, and government agencies make critical decisions with greater confidence. Our unique blend of differentiated data, analytics, and cloud technology drives insights to power decisions to move people forward. Headquartered in Atlanta and supported by nearly 15,000 employees worldwide, Equifax operates or has investments in 24 countries in North America, Central and South America, Europe, and the Asia Pacific region. For more information, visit Equifax.com.

Similar Jobs

Optum Logo Optum

Fertility Utilization Management RN - Remote

Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
In-Office or Remote
Des Moines, IA, USA
160000 Employees
60K-107K Annually

Shield AI Logo Shield AI

Senior Lead, Enterprise Strategy and Operations (R5624)

Aerospace • Artificial Intelligence • Machine Learning • Robotics • Software • Defense Technology
In-Office or Remote
4 Locations
160K-240K Annually
Remote or Hybrid
US
15100 Employees
91K-128K Annually

Liberty Mutual Insurance Logo Liberty Mutual Insurance

Inside Sales Representative

Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Remote or Hybrid
14 Locations
40000 Employees
45K-85K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account