Senior Financial Analyst

NewRez LLC; Dallas (TX); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) Retirement plan with employer 6

Paid Maternity Leave/Parental Bonding

Tuition & Certification reimbursement

Employee Mortgage Loan Program

Emergency and Disaster Fund

Job summary

Newrez LLC in Dallas, Texas is seeking a Senior Financial Analyst to support compensation, workforce planning, and people analytics strategies. This role partners with HR, Finance, and business leaders to deliver data-driven insights, models, and dashboards to guide compensation cycles, budgeting, and organizational effectiveness.

You will develop analytics, support annual cycles, and drive strategic workforce decisions, with a focus on data accuracy, reporting, and process improvements in a

Qualifications

• 5+ years of experience in compensation, workforce planning, FP&A, HR analytics, or related analytical function.
• Experience supporting compensation programs, labor cost planning, or workforce analytics preferred.
• Mortgage, financial services, banking, or related industry experience preferred.

Responsibilities

• Support compensation planning activities, including annual salary reviews and incentive programs.
• Partner with HR, Finance, and leaders to develop headcount forecasting and labor cost models.
• Analyze data to identify trends, risks, and opportunities in compensation and workforce planning.
• Build dashboards and reports for compensation metrics and organizational trends.
• Prepare executive-level analyses and present findings to leadership.

Skills

Advanced Excel

BI Tools

Analytical thinking

Communication skills

Education

Bachelor's degree in Finance/Accounting/Economics/HR Analytics

Tools

Workday

Adaptive Planning

Power BI

Tableau

SAP/Oracle

Job description

Who We Are At Newrez, we bring big thinkers and caring doers together to make home happen. We're a team built on heart and hustle, united by a commitment to show up for our customers, our communities, and each other. We believe that when our people thrive, homeowners thrive - and that’s why we invest in your growth, wellbeing, and ability to make an impact. Every day, we work to exceed the expectations of our residential mortgage borrowers and business partners through superior service, simple processes, and clear communication. We do this by empowering our employees, encouraging innovative solutions and recognizing great performance.

POSITION SUMMARY: The Senior Financial Analyst plays a critical role in supporting the Company's compensation, workforce planning, and people analytics strategies. This position partners closely with Human Resources, Finance, and business leaders to provide data-driven insights related to compensation programs, headcount planning, incentive compensation, budgeting, and organizational effectiveness. The individual will develop financial and analytical models, support annual compensation cycles, and help drive strategic workforce decisions.

Duties and Responsibilities

• Support compensation planning activities, including annual salary reviews, incentive compensation programs, market benchmarking, and pay equity analyses.


• Partner with HR, Finance, and business leaders to develop and maintain workforce planning, headcount forecasting, and labor cost models.


• Analyze compensation, benefits, and workforce-related data to identify trends, risks, and opportunities.


• Build and maintain dashboards and reporting that provide actionable insights into compensation metrics, workforce costs, organizational trends, and key people indicators.


• Support the development, administration, and ongoing evaluation of short-term and long-term incentive plans.


• Prepare presentations, reports, and executive-level analyses related to compensation programs, workforce planning initiatives, and organizational effectiveness.


• Perform scenario modeling and ad hoc analyses to support strategic business decisions.


• Identify process improvement opportunities and contribute to automation and reporting enhancements.


• Ensure data integrity and compliance with compensation-related policies, practices, and applicable regulations.


• Performs related duties as assigned by management.

Qualifications and Education Requirements

• Bachelor's degree in finance, Accounting, Economics, Human Resources, Business Administration, Analytics, or related field.


• 5+ years of experience in compensation, workforce planning, FP&A, HR analytics, or a related analytical function.


• Experience supporting compensation programs, labor cost planning, incentive compensation, or workforce analytics preferred.


• Mortgage, financial services, banking, or related industry experience preferred.

Skills, Abilities, and Knowledge

• Advanced Excel and reporting skills; familiar with BI tools and financial systems.


• Solid grasp of accounting fundamentals.


• Experience utilizing HRIS, compensation, and reporting tools such as Workday, Adaptive Planning, Power BI, Tableau, SAP, Oracle, or similar platforms.


• Ability to analyze complex datasets and translate findings into actionable business recommendations.


• Strong business acumen and ability to partner effectively with HR and business leaders.


• Strong analytical, communication, and problem-solving skills.


• Strong attention to detail and commitment to data accuracy.


• Demonstrates ownership, accountability, and sound judgment.

Work Environment and Physical Requirements

• Working on-site at assigned office location.


• Regular and punctual attendance adhering to schedule established by leadership.


• Flexibility to work occasional adjusted work schedules, overtime, and evening and/or weekend hours to meet deadlines or as business needs demand.


• Working in a cubicle hub, maintaining focus on phone calls in a noisy environment within earshot of multiple other conversations.


• Sedentary work in a stationary position at a cubicle for prolonged periods of time.


• Constant repetitive motions required for operating a computer, such as typing and managing phone calls.


• Constantly communicating effectively verbally in English, including accurately exchanging information with others following identification of correct procedures.

Additional Information

While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator. Employment will be contingent on this requirement.

Why Newrez

We're a great place to work because we invest in what matters: your career, your community, your wellbeing, and your future. Our total rewards package is designed to support your whole self.

Company Benefits

• Medical, dental, and vision insurance


• Health Savings Account with employer contribution


• 401(k) Retirement plan with employer match


• Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave


• Adoption Assistance


• Tuition & Certification reimbursement


• Employee Mortgage Loan Program


• The Newrez Employee Emergency and Disaster Fund is a program to support our team members experiencing hardships

Newrez NOW

• 1 company-paid Volunteer Time Off day (with over 40,000 volunteer hours contributed since our inception)


• Matching Gifts Program - dollar-for-dollar up to $1,000


• Access to grants, nonprofit resources, and volunteer opportunities


• More than $6,000,000 donated since 2020


• 1 in 5 employees participates in at least one Employee Resource Group (ERG)

Equal Employment Opportunity

We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

CA Privacy Policy CA Notice at Collection The right company in the right industry. In both good economic times and bad, people need homes - and mortgages to buy them. We help these people every day buy homes or refinance their current mortgage loans. In addition to offering an in-demand product, there are two things you should know about us: We value and reward entrepreneurial spirit, and we are growing. Few lenders are as innovative, as financially solid, as well managed and on track to become America's leading lender as the Newrez Family of Companies. We deliver products and services that turn prospects into delighted customers -providing abundant opportunity for the great people who work here. These competitive advantages set us apart, and they're why you can grow with us for the long term.