Junior Financial Analyst

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

Benefits offered by this job

Robust benefits package

Job summary

CrossCountry Mortgage (CCM) is seeking a Junior Financial Analyst to support branch and satellite office analysis, maintain Workday, and develop insightful reports for corporate management. The role involves partnering with branch reporting and FP&A teams to identify performance drivers and improve financial processes.

Ideal candidates hold a Bachelor’s in Finance, Accounting, or Business, with strong Excel skills and experience in Workday, EDGE, or Encompass.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business or equivalent.
• Mortgage industry experience preferred, especially Workday, EDGE, Encompass.
• Excellent Excel skills (pivot tables, macros, financial modeling).
• Excellent attention to detail, communication and analytical abilities.

Responsibilities

• Learn and understand CrossCountry Mortgage business model to provide insights after data compilation.
• Provide Workday administrative support and backup to Controller and FP&A teams; build out the system and reports, assist with automation.
• Visually display and summarize discoveries from data analysis in a clear, concise format.
• Collaborate with Accounting and Branch Reporting to investigate P&L irregularities.
• Enhance current and introduce new reporting and analytics for branch visibility through BI and metrics.
• Analyze data, draw conclusions, and provide recommendations for financial efficiencies across large datasets.

Skills

Excel

Workday

Data analysis

Financial modeling

Education

Bachelor’s degree in Finance, Accounting, or Business

Tools

Workday

EDGE

Encompass

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 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 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.

CrossCountry Mortgage 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, g