Sr. Financial Analyst - Onsite

Posted 5 Days Ago
Be an Early Applicant
Coppell, TX
Mid level
Financial Services
The Role
The Sr. Financial Analyst will provide dedicated financial and analytical support to business units, maintaining key metrics, assisting in budgeting and forecasting, and performing analyses for management. The role requires strong collaboration with multiple internal departments to ensure accurate financial reporting and effective communication of financial performance.
Summary Generated by Built In

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications.
We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.
 


Job Description

Summary:
This person will be a valued member of the Financial Planning & Analytics (FP&A) team and will interact with multiple departments internally, including the support of specific business units. Successful candidates are highly motivated individuals who excel in a fast-paced environment, possess a strong work ethic, work well independently as well as across multi-functional teams, and always strive for excellence. The individual selected for the job will leverage creative talents, excellent communication, analytic and project management skills to:
Responsibilities:

  • Provide dedicated financial and analytical support to assigned business units, including annual budgeting, regular forecasting, variance analyses.
  • Maintain and develop reporting on key operational and financial metrics. Establish a regular review cadence with business partners to discuss financial performance and variance to plan and forecast projections.
  • Develop an in-depth understanding of the financial performance of business units and how they contribute to the overall performance of the company.
  • Assist in regular monthly and quarterly close processes to ensure accurate reporting of financials.
  • Perform frequent ad-hoc analyses for senior management to assist in key decision making for the company.
  • Excel in a team-oriented, collaborative environment while demonstrating ownership and accountability for assigned areas.
  • Partner effectively with key stakeholders, including leadership of assigned business units, other members of FP&A and business partners in other departments such as Accounting, Treasury, Operations etc.
  • Be accountable for key operational and financial metrics including investigating and coordinating the resolution of any operational issues that are discovered.
  • Clearly articulate and present ideas and findings to varied audiences including business partners and senior management. 

Qualifications/Skills:

  • Prior work experience working for large company performing financial analysis and reporting.
  • Solid understanding of financial statements and basic accounting principles.
  • Organized, strong attention to detail, an ability to multi-task, respond well to pressure and deadlines, and work well individually and in a collaborative environment.
  • Strong analytical background and critical thinking skills.
  • Strong skills in Excel, PowerPoint, and Word required. Prior experience with Workday and Hyperion (or similar products) a plus.
  • Excellent verbal and written communication skills with an ability to work well in a collaborative environment.
  • Fast learner – able to assimilate new ideas and thrive in a fast-paced environment.
  • At least 3-5 years’ experience working as an analyst in a financial setting, involving the use of advanced spreadsheet functions, databases, and reporting tools.
  • Prior mortgage or financial services experience a plus but not required.
  • Bachelor’s Degree in Finance, Accounting or related field required.

#LI-EM2

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.

Company Benefits:
• Medical (including Health Savings Account & Flexible Savings Account)
• Dental - RX – Vision – Life, Disability Insurance – 401(k) Plan with company match! – Employee Assistance Plan

 Performance-based Incentives
• Pet Insurance

• Advancement Opportunities

Newrez NOW:

• Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
• 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
• Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee

• Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions


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

Top Skills

Excel
PowerPoint
Word
The Company
HQ: Fort Washington, PA
1,575 Employees
On-site Workplace

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.

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