Financial Analyst, Financial Planning & Analysis

ServiceLink IP Holding Company, LLC; Moon Township (Allegheny County); On-site; USD 65,000 - 90,000; Full time

Job summary

ServiceLink is seeking a Financial Analyst to join our Financial Planning & Analysis team. This hybrid role supports leaders with accurate reporting, budgeting, forecasting, and performance analytics.

You will build dashboards, develop forecasting models by unit, and deliver executive-ready presentations on financial performance, partnering with business leaders to drive data-driven decisions.

Qualifications

• BS/BA in Finance or Accounting is required.
• 1–3 years of FP&A experience with budgeting/forecasting.
• Experience with large data sets and financial reporting tools.
• MS Office, especially advanced Excel, required.

Responsibilities

• Provide accurate reporting and analytics of actual and forecasted financials.
• Prepare monthly, quarterly, and yearly budgets and forecasts.
• Develop analytics to help leaders manage business units.
• Create detailed variance analyses vs baseline financials.
• Prepare and deliver executive presentations on financial performance.
• Develop dashboards and models for operational budgeting and reporting.
• Identify productivity opportunities and support close processes.
• Participate in monthly/quarterly close.
• Perform other duties as assigned.

Skills

Financial analysis

Forecasting

Budgeting

Business partnering

Communication

Education

BS/BA in Finance/Accounting

Tools

Power BI

SQL

Excel

Oracle GL

Data visualization

Job description

Overview

Are you an experienced Finance professional looking for a challenging new career opportunity which will allow you to drive impact through collaboration with colleagues within the Financial Planning & Analysis Department? If so, ServiceLink, a leader in the mortgage industry, invites you to apply for the opening of Financial Analyst, a position which carries the responsibility of supporting organizational leaders in understanding and reporting their operational metrics. If you are passionate about business intelligence and thrive on the force it can have within a growing business, you could be a highly valuable asset to ServiceLink, a dynamic company committed to providing on-going training and supporting career advancement.

This is a hybrid role which will be primarily work from home, but is required to qork in-office at ServiceLink's corporate headquarters in Moon Twp., PA approximately 3 days per month. Candidates must be located within reasonable commuting distance of ServiceLink's office, and must be willing and able to work in-office as needed.

Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future.

A DAY IN THE LIFE

In this role, you will…

• Be responsible for providing accurate and efficient reporting; analytics of actual and forecasted financials; preparation of annual budgets as well as other ad hoc analytics and reporting.
• Prepare monthly, quarterly, and yearly budget and forecasts as well as other ad hoc analytics and reporting.
• Provide analytics necessary to help business leaders manager their business units efficiently.
• Provide detailed comparisons and variance analytics Vs baseline financials.

WHO YOU ARE

You possess …

• BS/BA degree in Finance/Accounting required.
• 1 to 3 years of experience in Financial Planning and Analysis.
• Strong organizational and decision-making skills.
• Exceptional interpersonal/communication and business partnering skills.

Responsibilities

• Support Finance and Senior Operational Leadership enterprise wide, with a specific focus on profitability
• Develop forecasting models by business unit/client/product to be able to put together highly granular forecasts.
• Participate in monthly, quarterly, and yearly budget and forecast development.
• Provide detailed comparisons and variance analytics vs. baseline financials (i.e. budget, forecast, etc.).
• Prepare and review Executive Level presentations on monthly and quarterly financial performance and initiatives.
• Develop methodologies, dashboards, and models for Operational metric budgeting and reporting.
• Produce ad hoc analysis and reports for executive management team.
• Analyze business opportunities, research industry, market and company trends.
• Identify, analyze, and lead productivity initiatives including, sourcing, integration, and automation.
• Participate in the monthly quarterly and quarterly financial close process.
• Perform all other duties assigned.

Qualifications

• BS/BA degree in Finance/Accounting
• 1-3 Years of experience in a Financial Planning & Analysis or related role.
• Experience in Financial Services preferred.
• MS Office Suite; advanced understanding of Excel and modeling (required).
• Experience working with large datasets is a plus.
• Oracle GL or similar accounting GL understanding.
• Experience with a financial reporting tool.
• BI experience is a plus (Power BI, SQL, etc.)