Financial Reporting Analyst

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.

A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Position Overview:

The Financial Analyst is responsible for developing repeatable, scalable financial analyses to evaluate CrossCountry Mortgage (CCM) profitability, performance trends, and key business drivers. This role leverages large datasets housed in CCM’s data warehouse and utilizes tools such as Sigma Computing and/or Alteryx to build robust analytical models, dashboards, and processes. The Financial Analyst partners closely with Finance, Accounting, and business stakeholders to deliver actionable insights that support data‑driven decision‑making and improve financial visibility across the organization.

Job Responsibilities:

• Develop and maintain financial analyses to assess profitability, margin performance, cost drivers, and business trends.
• Leverage large datasets from the data warehouse (Snowflake) to build scalable and repeatable analytical models.
• Design, build, and maintain reporting and dashboards using Sigma Computing and/or Alteryx to support ongoing financial analysis.
• Analyze variances versus budget, forecast, and prior periods, identifying key drivers and trends.
• Partner with Accounting to understand financial data structures and ensure alignment with accounting principles and reporting definitions.
• Automate recurring analyses and reporting to improve efficiency, accuracy, and consistency.
• Support ad hoc financial analysis, scenario modeling, and special projects as requested by management.

Qualifications and Skills:

• Bachelor’s degree in Finance, Accounting, or a related field; or equivalent relevant experience.
• 3+ years of experience in a financial analyst, data analytics, or public accounting role.
• Experience working with large datasets and data warehouses.
• Experience building analysis and reporting using analytics tools.
• Advanced understanding of basic accounting principles and financial statements.
• Excellent analytical and problem‑solving skills, skilled in synthesizing large amounts of data.
• Skilled in building repeatable, well‑documented analytical models and processes.
• Excellent communication skills.
• Proficiency in Microsoft Excel; SQL experience, preferred.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.