Junior Financial Analyst

Posted 2 Days Ago
Cleveland, OH, USA
In-Office
Junior
Financial Services
The Role
Support branch-level financial analysis and reporting, maintain and develop Workday reporting and automations, investigate P&L variances with accounting, produce visual summaries and ad-hoc analyses using advanced Excel and large datasets to inform management decisions.
Summary Generated by Built In

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 Junior Financial Analyst assists in the analysis of assigned branches and satellite offices to provide valuable insights to corporate management. This position is heavily involved in the maintenance, management, and development of Workday, the company’s accounting management system. This position also partners with branch reporting personnel to identify volatility in performance while analyzing key drivers and leveraging data to extract key insights.

Job Responsibilities:

  • Learn and understand the CrossCountry Mortgage business model to provide recommendations and insights after data compilation.

  • Provide Workday administrative support and backup to the Controller and Financial Planning & Analysis team members currently handling certain duties; build out the system, build new reports, and assist with automation projects as identified.

  • Visually display and summarize discoveries from data analysis in a high-level, clear and concise format/presentation.

  • Collaborate with Accounting and Branch Reporting personnel to investigate and understand profit and loss statement irregularities.

  • Enhance current and introduce new reporting and analytics aimed at providing visibility to branches through business intelligence and various metrics.

  • Analyze data, draw conclusions, and provide recommendations aimed at introducing business and/or financial efficiencies; work with large data sets from disparate systems and use advanced Excel functions where necessary.

  • Perform ad-hoc reporting, data compilation, and analysis as needed.

Qualifications and Skills:

  • Bachelor’s degree in Finance, Accounting, Business, or equivalent combination of education/experience preferred.

  • Mortgage industry experience preferred, specifically as it relates to software such as Workday, EDGE, and Encompass.

  • Excellent Excel skills (e.g., pivot tables, macros, financial modeling, etc.) required.

  • Excellent attention to detail, communication, and analytical skills.

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.

CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
 

CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com

California residents: Please see CrossCountry’s privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
 

CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual’s association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
 

CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit www.NMLSConsumerAccess.org.

Skills Required

  • Bachelor's degree in Finance, Accounting, Business, or equivalent combination of education/experience
  • Mortgage industry experience
  • Experience with Workday, EDGE, and Encompass
  • Excellent Excel skills (pivot tables, macros, financial modeling)
  • Excellent attention to detail, communication, and analytical skills
  • Experience working with large data sets and building reports/visualizations
  • Workday administrative/support experience and ability to assist with automation projects

CrossCountry Mortgage, LLC. Compensation & Benefits Highlights

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

  • Healthcare Strength Benefits include medical, dental, and vision through major carriers, plus company‑paid life and short‑term disability, with HSAs/FSAs available. Feedback suggests the health coverage breadth and options are comprehensive across locations.
  • Retirement Support A 401(k) plan with company match is available to all employees regardless of hours worked. Feedback suggests retirement savings support is a consistent element of the package.
  • Affordable Benefits Health plans are described with low employee contributions and flexible options, and HSA funding includes employer contributions with additional matching on certain plans. Feedback suggests overall benefit costs can be manageable relative to coverage breadth.

CrossCountry Mortgage, LLC. 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: Cleveland, OH
5,049 Employees
Year Founded: 2003

What We Do

Community is everything At CCM, our vision is to become the most referred mortgage lender in every community we serve – and make a difference in the neighborhoods where you work and live. More than a team With such lofty ambitions, we know the importance of the individuals who call CCM home. When you work with us, you’re joining more than 7,000 doers, innovators, and mortgage makers. We’re dedicated to getting it done We tirelessly advocate for our clients and communities. By making every mortgage feel like a win, we can help our clients truly feel at home. Be the difference maker We’re proud of our philanthropic efforts and partnerships, and you’ll see them at the forefront of our work. Programs like CCM Cares show our dedication to making a difference by directly impacting the people and places in our communities. Connected by culture, proven by performance We’re endlessly motivated, not only by our mission, but by the people around us and values we share. From branch-sponsored community events to our annual Sales Rally, we like celebrating wins of all sizes. NMLS3029 Equal Housing Opportunity

Similar Jobs

Liberty Mutual Insurance Logo Liberty Mutual Insurance

Inside Sales Representative

Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Remote or Hybrid
9 Locations
40000 Employees
44K-100K Annually

PwC Logo PwC

Artificial Intelligence Engineer

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
65 Locations
370000 Employees
99K-232K Annually

PwC Logo PwC

Oracle CPQ - Senior Manager

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Remote or Hybrid
58 Locations
370000 Employees
124K-280K Annually

PwC Logo PwC

Partnership Tax Senior Associate - SALT

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Remote or Hybrid
67 Locations
370000 Employees
151K-187K Annually

Similar Companies Hiring

Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 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