Financial Analyst - Mortgage

Equifax, Inc.

Atlanta (GA)

On-site

USD 70,000 - 100,000

Full time

6 days ago
Be an early applicant
Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Job summary

Equifax, Inc. seeks a detail-oriented finance professional to drive financial modeling, forecasting, and month-end close processes for our growing team.

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.

Qualifications

  • 2+ years in corporate finance, FP&A, or related fields.
  • Bachelor's degree required.

Responsibilities

  • Maintain central revenue and driver models, track volumes and pricing (ARPU), 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 synthesizing external housing metrics (e.g., Fannie Mae, MBA) with internal metrics for senior leadership.
  • Partner with cross-functional teams to track pipeline opportunities, refresh operational dashboards, and support annual budgeting.

Skills

Financial modeling
Forecasting
FP&A
Business partnering
Analytics

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.
Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Mortgage FP&A Analyst - Forecasting & Insights
Mortgage FP&A Analyst - Forecasting & Insights

Rate • United States

On-site
USD 70,000 - 80,000
401(k) matching
Health insurance
Dental & Vision coverage
+3
Mortgage FP&A Analyst: Forecasting & Insights
Mortgage FP&A Analyst: Forecasting & Insights

Equifax, Inc. • Atlanta (GA)

On-site
USD 65,000 - 90,000
Mortgage FP&A Analyst: Forecasting & Revenue Modeling
Mortgage FP&A Analyst: Forecasting & Revenue Modeling

Equifax, Inc. • Atlanta (GA)

On-site
USD 70,000 - 100,000
Senior FP&A Analyst — Mortgage Strategy & Forecasting
Senior FP&A Analyst — Mortgage Strategy & Forecasting

Kind Lending | NMLS #3925 • Irvine (CA)

On-site
USD 99,000 - 121,000
Home Lending Modeling & Strategic Forecast - Senior Associate
Home Lending Modeling & Strategic Forecast - Senior Associate

JPMorgan Chase & Co. • Columbus (OH)

On-site
USD 120,000 - 150,000
Senior Financial Analyst
Senior Financial Analyst

Palm Harbor Homes • Plano (TX)

On-site
USD 90,000 - 130,000
Competitive Salary
Medical/Dental/Vision Insurance
Paid Holidays
+4
Senior Financial Transaction Analyst
Senior Financial Transaction Analyst

CountryPlace Mortgage • Plano (TX)

On-site
USD 110,000 - 160,000
Financial Analyst
Financial Analyst

Extraco Banks, N.A. • Waco (TX)

On-site
USD 75,000 - 95,000
Opportunity for professional growth
Collaborative work environment
Exposure to high-impact financial initiatives
Senior Financial Analyst
Senior Financial Analyst

Ultipro • Plano (TX)

On-site
USD 90,000 - 130,000
Paid Holidays
401K Match
Generous PTO
+2
Financial Analyst
Financial Analyst

Rate • United States

On-site
USD 70,000 - 80,000
401(k) matching
Health insurance
Dental & Vision coverage
+3