Financial Analyst - Mortgage

Equifax; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Job summary

Equifax in Atlanta seeks a detail-oriented Financial Analyst to drive forecasting, modeling, and month-end close for the Mortgage team. You will maintain central revenue models, track volumes, and partner with Sales and Operations to support budgeting and pipeline opportunities.

This 2+ year FP&A role requires a Bachelor's degree. Experience with mortgage products is a plus. You will compile executive briefing packages to guide senior leadership decisions.

Qualifications

• 2+ years in corporate finance, FP&A, or related fields.
• Bachelor's degree required.
• Domain knowledge of mortgage industry products is a plus.

Responsibilities

• Maintain central revenue and driver models, track volumes and pricing, and prepare weekly/ad-hoc revenue pacing updates.
• Prepare monthly accounting revenue reclassifications, manage sales commission reports, and perform variance analyses.
• Compile executive briefing packages with external housing metrics and internal metrics for senior leadership.

Skills

Financial modeling

Forecasting

FP&A

Excel

Education

Bachelor's degree

Tools

Excel

Job description

We are seeking a detail-oriented finance professional to drive financial modeling, forecasting, and month-end close processes for our growing team. In this Financial Analyst - Mortgage role, you will maintain central revenue models, track transactional volumes, and partner cross-functionally with Sales and Operations to support budgeting and pipeline opportunities. You will also compile executive briefing packages that synthesize internal and external market metrics to guide senior leadership decision-making.

What you’ll do:

• Financial Modeling & Forecasting: Maintain central revenue and driver models, track transactional volumes and pricing (ARPU), and prepare weekly/ad-hoc revenue pacing updates.
• Month-End Close & Accounting: Prepare monthly accounting revenue reclassifications, manage sales commission administration reports, and perform variance analyses.
• Reporting & Market Intelligence: Compile executive briefing packages synthesizing external housing metrics (e.g., Fannie Mae, MBA) alongside internal metrics for senior leadership.
• Business Partnering & Analytics: Partner with cross-functional teams (Sales, Operations, and Business Unit leadership) to track pipeline opportunities, refresh operational dashboards, and support annual budgeting.

What experience you need:

• Experience: 2+ years in corporate finance, financial planning & analysis (FP&A), or related fields
• Bachelor's degree

What could set you apart:

• Domain Knowledge (Preferred): General familiarity with mortgage industry products, credit metrics, or transaction-based business models.