Junior Financial Analyst | Workday & Data Insights

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 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.