FINANCIAL ANALYST

American Pacific Mortgage Corporation; Roseville (CA); Hybrid; USD 75,000 - 110,000; Full time

Job summary

American Pacific Mortgage Corporation in Roseville, CA seeks a Financial Analyst to assist with financial planning, budgeting, and modeling. You will analyze statements, prepare projections, and provide teams with financial guidance for monthly close processes.

The role requires a bachelor’s in finance or accounting and 2+ years of FP&A experience, with strong Excel and communication skills. The position is hybrid in California, with a salary range of $75,000 to $110,000 annually.

Qualifications

• Bachelor's degree in finance, accounting, or related field is required.
• 2+ years of experience in financial planning, analysis, and modeling preferred.
• Strong analytical and communication skills; ability to present complex data clearly.

Responsibilities

• Reviewing and analyzing financial statements and reports.
• Tracking KPIs and preparing financial reports.
• Assisting with budgeting and monthly close processes.
• Developing financial projections and building financial models.
• Understanding key business drivers and providing financial guidance.
• Ensuring compliance with financial guidelines and company policies.

Skills

Financial analysis

Presentation skills

Communication

Analytical thinking

Microsoft Office

Financial systems

Education

Bachelor's degree in finance, accounting, or related field

Tools

Microsoft Excel

Financial systems

Forecasting software

Job description

Salary Range: $75,000.00 To $110,000.00 Annually

Mortgage Experience Preferred

Hybrid Position

Summary

The Financial Analyst's responsibilities include assisting with financial planning and budgeting processes, analyzing financial statements and reports, developing financial models, preparing projections, and performing research and analysis as may be required by leadership. The Financial Analyst will also be responsible for providing teams with financial guidance and assisting with monthly close processes.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Job duties include, but are not limited to, the following:

• Reviewing and analyzing financial statements and reports.
• Tracking KPIs and preparing financial reports.
• Assisting with budgeting and monthly close processes.
• Understanding key business drivers.
• Assisting project teams with financial guidance.
• Developing financial projections and building financial models.
• Performing research and analysis as required.
• Ensuring compliance with financial guidelines, company policies, and relevant legal regulations.

Required Skills/ Abilities

• Ability to present financial information to a non-financial audience.
• Working knowledge of financial strategies.
• Strong organizational and multitasking skills.
• Excellent communication, interpersonal, and presentation skills.
• Detail-oriented and able to perform in a high-pressure environment.
• Strong analytical thinking and problem-solving skills.
• Proficiency in Microsoft Office and related financial systems.

Supervisory Responsibilities

• This position does not have direct reports.

Education and Experience

• Bachelor's degree in finance, accounting, or a related field.
• 2+ years of experience in financial planning, analysis, and modeling.

Physical Demands/ Environment

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift to 15 pounds at times.