Senior Financial Analyst

Coast One Mortgage; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) Retirement plan with employer 


Paid Maternity Leave/Parental Bonding/

Tuition & Certification reimbursement

Employee Mortgage Loan Program

Job summary

Newrez is seeking a Senior Financial Analyst to drive financial planning, budgeting, and forecasting. You will partner with cross-functional teams to deliver insights, identify trends, and improve financial performance. The role operates with moderate independence.

You will own reporting, budgeting, and forecasting processes, build models to analyze KPIs, and provide financial insights to support business unit leadership. On-site work at an assigned office location is required.

Qualifications

• Bachelor’s degree in finance, accounting, economics.
• MBA, CFA, or CPA preferred.
• 5+ years FP&A experience, ideally mortgage related.

Responsibilities

• Own reporting, budgeting, and forecasting for specific business units.
• Build models and dashboards to forecast and analyze KPIs.
• Analyze monthly, quarterly, and annual financial results and communicate key drivers to stakeholders.
• Provide financial insights to support business unit leadership.
• Partner with business units to evaluate initiatives, build business cases, and support decision-making.
• Execute key planning activities with guidance from manager.
• Prepare management reporting packages with commentary on variances, KPIs, and financial metrics.
• Identify opportunities for cost optimization and process improvements.
• Participate in long-range planning and scenario analysis.
• Provide ad-hoc financial analysis and reporting as needed.

Skills

Excel & reporting

BI tools

Financial analysis

Communication

Ownership

Education

Bachelor's degree in finance, accounting, economics

MBA, CFA, or CPA preferred

Tools

SAP

Oracle Hyperion

Anaplan

Workday Adaptive

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 will play a critical role in driving the financial planning and analysis process, supporting budgeting, forecasting, and strategic decision-making. This individual will partner with cross-functional teams to provide insights, identify trends, and improve financial performance. Operates with moderate independence.

DESCRIPTION

Own reporting, budgeting, and forecasting processes for specific business units, functions, or projects.

Build models and dashboards to forecast and analyze KPIs and business unit performance.

Analyze monthly, quarterly, and annual financial results and communicate key drivers to stakeholders.

Provide financial insights to support business unit leadership.

Partner with business units to evaluate initiatives, build business cases, and support decision-making.

Execute key planning activities with guidance from manager.

Prepare management reporting packages with commentary on variances, KPIs, and financial metrics.

Identify opportunities for cost optimization and process improvements.

Participate in long-range planning and scenario analysis.

Provide ad-hoc financial analysis and reporting as needed.

Performs related duties as assigned by management.

Qualifications and Education Requirements

Bachelor’s degree in finance, Accounting, Economics.

MBA, CFA, or CPA preferred.

5+ years of experience in FP&A, ideally mortgage related.

Skills, Abilities, and Knowledge

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

Solid grasp of accounting fundamentals.

Experience with ERP and planning tools (e.g., SAP, Oracle Hyperion, Anaplan, Workday Adaptive).

Strong analytical, communication, and problem-solving skills.

Demonstrates ownership and accountability.

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 Okta Verify and Microsoft Authenticator.

Employment will be contingent on this requirement.

Employees and applicants acknowledge that this is not a remote role. Individuals in this role are required to be on-site to complete essential job duties, absent extenuating circumstances.

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: Through Newrez NOW, our Corporate Social Responsibility program, you’ll have opportunities to give back, lead, and make a difference.
• 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

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.

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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.