Financial Reporting Analyst

Rate; United States; Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Disability insurance

Job summary

A leading mortgage lending company is seeking a Financial Reporting Analyst to support financial reporting processes. You'll prepare financial statements and assist in regulatory filings. Candidates should have a Bachelor's degree in Accounting or Finance, with public accounting and financial analysis experience preferred. This role offers a dynamic work environment with comprehensive benefits.

Qualifications

• Public Accounting experience preferred.
• Experience in Mortgage or Financial Services preferred, but not required.
• Financial Reporting and Analysis experience preferred.

Responsibilities

• Prepare monthly standalone and consolidated financial statements.
• Research and resolve financial reporting issues.
• Assist in the creation of financial reporting-related policies.

Skills

Advanced knowledge of Microsoft Office, especially Excel

Strong business acumen

Excellent communication skills

Attention to detail

Organizational skills

Problem-solving abilities

Ability to work independently

Education

Bachelor's degree in Accounting or Finance

Job description

This range is provided by Rate. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$80,000.00/yr - $95,000.00/yr

About Guaranteed Rate Companies:

Rate is one of the nation’s top retail mortgage lenders, delivering a seamless, tech-driven experience that helps customers reach their homeownership and financial goals. Founded in 2000 and based in Chicago, Rate is licensed in all 50 states and D.C. and has helped over 2 million homeowners with a wide range of loan products, competitive rates and personalized service. With 5,000+ employees across 300+ offices and 12+ subsidiaries, Rate’s Loan Officers rank among the best in the country. From purchases and refinances to tapping into equity, Rate makes financing faster, simpler and less stressful. Our technology — including Same Day Mortgage, the Rate App, FlashClose℠, MyAccount and the Language Access Program — has earned recognition from HousingWire, Scotsman Guide, NerdWallet, the Chicago Tribune and Crain’s Chicago Business. Learn more at rate.com.

Pay Range: $80,000-$95,000 annually

What's the Role?

As a Financial Reporting Analyst, you will play an integral role in all aspects of financial reporting, including preparing monthly standalone and consolidated financial statements, monthly reporting packages and deliverables, monthly and quarterly regulatory filings, draft technical financial and accounting memos and assist in audit support.

Responsibilities include but not limited to:

• Work closely with the SVP of Finance and Chief Accounting Officer to develop entity financial statements, including preparing internal and external reporting packages.
• Research and resolve day-to-day financial reporting issues and assist with new and technical transactions to ensure proper application of US GAAP and industry reporting requirements.
• Assist in the creation of financial reporting-related policies and procedures, including reporting templates and KPI reports
• Responsible for various monthly close activities, which includes
• Track and analyze fluctuations in expenses and revenues and provide insightful financial analysis, including budget to actual, and actual to industry standards
• Ad hoc projects and analytic reporting requests
• Assist in preparation of investor certifications, warehouse renewals, and monthly covenant calculations
• Coordinate and prepare yearend financial GAAP financial statements for annual audit
• Assist in validating data points from accounting system and point of sale systems
• Collaborate with various departments and other department heads on providing financial information for regulatory audits and examinations.

Qualifications:

• Bachelor's degree in Accounting or Finance required
• Public Accounting experience preferred.
• Experience in Mortgage or Financial Services preferred, but not required
• Financial Reporting and Analysis experience preferred
• Advanced knowledge of Microsoft Office with an emphasis on Excel
• Possess strong business acumen with the ability to effectively address both financial and operational challenges.
• Excellent communication and interpersonal skills, with proven ability to take initiative.
• Strong organizational, time management, problem solving, and multi-tasking skills
• Attention to detail, data driven and hands-on.
• Ability to work independently and as a team member
• Proven aptitude to learn quickly and handle a fast-paced, fluid workload

Rate is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.

Applications are being accepted on an ongoing basis.

Remote postings or Washington State job postings:

The company offers a comprehensive benefits program to eligible employees, including eligibility to participate in a company-sponsored 401(k); vacation benefits; eligibility for medical, dental, vision, and prescription drug benefits; flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts); life insurance and death benefits; critical care insurance; personal accidental insurance; commuter benefits; pet insurance; certain time off and leave of absence benefits; well-being benefits (e.g., employee assistance program); and other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources).

Please click this link to learn more about our benefit offerings for Washington State: https://www.rate.com/careers/open-positions/disclosures

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

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