Finance Analyst (On-Site Only)

Supreme Lending; Dallas (TX); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Job summary

A leading company is seeking a Finance Analyst to support financial operations through analysis and reporting. The role involves developing financial models, collaborating with teams, and providing strategic insights to drive business decisions. Ideal candidates are detail-oriented with strong analytical skills and proficiency in Excel and SQL, ready to thrive in a dynamic environment.

Qualifications

• Bachelor’s degree required, preferably in finance or related field.
• Proficient in advanced Microsoft Excel functions.
• Experience with SQL is highly desirable.

Responsibilities

• Conduct daily Profit and Loss (P&L) reporting.
• Develop and maintain financial models.
• Collaborate with teams to provide actionable insights.

Skills

Analytical skills

Attention to detail

Interpersonal skills

Proficiency in Microsoft Excel

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Microsoft Excel

SQL

Job description

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Direct message the job poster from Supreme Lending

Operations Recruiting Manager at Supreme Lending

Finance Analyst

Job Description

I. JOB SUMMARY:

The Finance Analyst will play a critical role in supporting our financial operations by conducting daily Profit and Loss (P&L) reporting, developing, and implementing financial models, and providing strategic insights to drive business decisions.

II. DUTIES & RESPONSIBILITIES:

• Perform daily Profit and Loss (P&L) reporting to track financial performance and identify areas for improvement.
• Develop, maintain, and enhance financial models to analyze profitability, risk, and performance metrics.
• Collaborate with cross-functional teams to gather data, conduct analyses, and provide actionable recommendations to optimize business operations.
• Identify trends, patterns, and outliers in financial data to support forecasting and budgeting processes.
• Assist in the preparation of financial reports, presentations, and ad-hoc analyses for senior management and stakeholders.
• Evaluate existing processes and systems to identify opportunities for automation and efficiency enhancements.
• Maintain a thorough understanding of mortgage banking regulations, compliance requirements, and industry best practices.
• Stay current with market trends, economic indicators, and industry benchmarks to inform decision-making processes.
• Collaborate with IT teams to develop and implement data management solutions, leveraging tools such as Excel, SQL, and other query languages.

III. JOB REQUIREMENTS:

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Proficiency in Microsoft Excel, including advanced functions (e.g., pivot tables, VLOOKUPs) and financial modeling techniques.
• Strong analytical skills with the ability to interpret complex financial data and communicate findings effectively.
• Experience with query languages such as SQL is highly desirable.
• Excellent attention to detail, organizational skills, and ability to prioritize tasks in a fast-paced environment.
• Strong interpersonal skills with the ability to collaborate effectively across departments and levels of the organization.
• Self-motivated with a proactive approach to problem-solving and continuous improvement.
• Ability to adapt to changing priorities and handle multiple projects simultaneously.
• Knowledge of mortgage banking operations, financial products, and regulatory requirements is a plus.

DISCLAIMER: The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required and may be changed at the discretion of the company.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

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