Financial Analyst

Posted Yesterday
Santa Ana, CA, USA
In-Office
Junior
Financial Services
The Role
The Financial Analyst will develop budgets, perform forecasts, analyze monthly financial performance, and track operational efficiency across departments.
Summary Generated by Built In
Company Description

HomeXpress – Your Leading Non-QM Mortgage Lender.

Join our growing team and be part of the Top Non-QM Lender in the Business.

We are known for closing mortgage loans with speed, ease, and convenience.

Licensed in 46 States, we provide brokers with a full suite of mortgage products, including VA, FHA, & FHLMC.

If you have a service first mentality and thrive in a fast-paced environment, HomeXpress is the place for you.

Join us as we continue to grow and expand our business to the Non-Delegated Correspondent Channel!

Job Description

Job Title:              Financial Analyst (Budgeting and Financial Reporting)

Department:      Accounting

Reports To:         SVP, Chief Financial Officer

FLSA Status:        Exempt

PRIMARY FUNCTIONS: The Financial Analyst will produce budgets and forecasts for departments.  Establish departing P&L budgeting and reporting.  Monthly budget and forecast to actual analysis. Track operational efficiency by function, product and channel.  Perform ad hoc reporting requests to support the growth of the business.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Annual Budget
  • Budget to actual analysis
  • Monthly forecasts with variance analysis
  • Department budgets
  • Department P&L reporting
  • Channel performance reporting
  • Operational efficiency reporting
  • Department efficiency tracking
  • Production reporting

DESIRED PERSONAL CHARACTERISTICS:

  • Ability to work independently with minimal supervision.
  • Ability to prioritize work and meet deadlines.
  • Good organizational skills to ensure data integrity
  • Strong mathematical aptitude and data analysis skills.
  • Must be a team player with strong attention to detail and able to work independently
  • Proven track record at delivering timely and accurate information in a fast-paced environment
  • Excellent critical thinking, problem-solving, mathematical skills, and sound judgment

EDUCATION:

  • Bachelor's Degree or equivalent experience

EXPERIENCE:

  • 2+ years financial reporting experience

PHYSICAL REQUIREMENTS:

  • This position is in an office setting with computer and general office equipment. The position requires the ability to move freely around within the department and other department locations

Additional Information

All your information will be kept confidential according to EEO guidelines.

Skills Required

  • Bachelor's Degree or equivalent experience
  • 2+ years financial reporting experience
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The Company
HQ: Santa Ana, CA
205 Employees
Year Founded: 2015

What We Do

HomeXpress Mortgage Corp is a Top 3 Non-QM wholesale lender. We also offer FHA, VA, Prime Jumbo, and Conventional loans. We have been servicing the Non-QM market since 2015. We are experts at finding loan solutions for those unable to qualify for traditional home financing. Our executive management team has a combined 150+ years of industry experience and we’ve earned the National Mortgage Professional magazine’s Most Loved Employer in 2022. HomeXpress Mortgage also has a great company culture, tremendous growth opportunities, and competitive employee benefits. HomeXpress Mortgage Corp. is affiliated with Seer Capital Management, a well-respected investment manager in New York, as the Company’s senior advisor and capital partner. Seer Capital Management LP is a diversified, credit-focused investment firm founded by Philip Weingord in 2008 that primarily invests in structured credit and loans. Seer Capital has approximately $755mm in assets under management as of November 1, 2022. The firm has 26 employees and has been a registered investment advisor with the U.S. Securities and Exchange Commission (SEC) since 2009. We are currently licensed in AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, LA, MD, ME, MI, MN, MT, NC, NE, NH, NJ, NV, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, and WI* HomeXpress Mortgage Corp. NMLS# 1446044. (https://www.nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/1446044) Equal Housing Lender.

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