Jr. Financial Analyst

CCM CrossCountry Mortgage, LLC; Cleveland (OH); On-site; USD 55,000 - 75,000; Full time

Job summary

CrossCountry Mortgage, LLC is seeking a Junior Financial Analyst in Cleveland to support branch, satellite office analysis and corporate insights. You will help manage Workday, build reports, and partner with FP&A to identify performance drivers.

The role emphasizes strong Excel capabilities, data visualization, and collaboration with Accounting to improve profit and loss understanding and financial efficiency.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business or equivalent.
• Mortgage industry experience preferred, especially related to Workday/EDGE/Encompass.
• Excel skills: pivot tables, macros, financial modeling.

Responsibilities

• Learn CrossCountry Mortgage business model and provide insights from data.
• Provide Workday and Sigma administrative support to Controller and FP&A teams; build out reports and assist automation projects.
• Visually summarize data findings in clear presentations for management.
• Collaborate with Accounting and Branch Reporting to investigate P&L variances and drive efficiency.
• Develop reporting and analytics to give branches visibility through BI metrics.
• Analyze large data sets and apply Excel functions as needed; perform ad-hoc reporting and data compilation.

Skills

Excel

Pivot tables

Macros

Financial modeling

Education

Bachelor’s degree in Finance/Accounting/Business

Tools

Workday

Sigma

Encompass

EDGE

Job description

CrossCountry Mortgage (CCM)is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Position Overview: The Junior Financial Analyst assists in the analysis of assigned branches and satellite offices to provide valuable insights to corporate management. This position is heavily involved in the maintenance, management, and development of Workday, the company’s accounting management system. This position also partners with branch reporting personnel to identify volatility in performance while analyzing key drivers and leveraging data to extract key insights.

Job Responsibilities:

• Learn and understand the CrossCountry Mortgage business model to provide recommendations and insights after data compilation.
• Provide Workday and Sigma administrative support and backup to the Controller and Financial Planning & Analysis team members currently handling certain duties; build out the system, build new reports, and assist with automation projects as identified.
• Visually display and summarize discoveries from data analysis in a high-level, clear and concise format/presentation.
• Collaborate with Accounting and Branch Reporting personnel to investigate and understand profit and loss statement irregularities.
• Enhance current and introduce new reporting and analytics aimed at providing visibility to branches through business intelligence and various metrics.
• Analyze data, draw conclusions, and provide recommendations aimed at introducing business and/or financial efficiencies; work with large data sets from disparate systems and use advanced Excel functions where necessary.
• Perform ad-hoc reporting, data compilation, and analysis as needed.

Qualifications and Skills:

• Bachelor’s degree in Finance, Accounting, Business, or equivalent combination of education/experience preferred.
• Mortgage industry experience preferred, specifically as it relates to software such as Workday, EDGE, and Encompass.
• Excellent Excel skills (e.g., pivot tables, macros, financial modeling, etc.) required.
• Excellent attention to detail, communication, and analytical skills.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.

CrossCountry Mortgage, LLC supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual’s association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.

CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit www.NMLSConsumerAccess.org.

CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com

California residents: Please see CrossCountry’s privacy statement for information about how CrossCountry collects and uses personal information about California applicants.

Our growth is creating great opportunities! Our team is expanding, and we want to hire the most talented people we can. Continued success depends on it! Thanks for your interest in working on our team! Our Work Experience is the combination of everything that's unique about us: our culture, our core values, our company meetings, our commitment to sustainability, our recognition programs, but most importantly, it's our people. Our employees are self-disciplined, hard working, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in the area.