Senior Financial Analyst

Talentify; Plano (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401K Match

Paid Holidays

Generous PTO

FSA/HSA Plans

Life Insurance

Disability Insurance

Accidental Insurance

Job summary

CountryPlace Mortgage in Plano, TX is seeking a Senior Financial Analyst to lead data modeling for investor transactions and due diligence, while enhancing reporting and optimizing processes. You will collaborate across Finance to analyze portfolios, manage onboarding and governance, and ensure regulatory compliance.

The role emphasizes advanced Excel, SQL, and data-driven insights to support investment decisions and profitability in a high-impact environment.

Qualifications

• BA/BS in Finance, Business, Accounting, or Economics is required.
• 7+ years of financial analysis experience in mortgage/financial services.
• Experience with Encompass and MSP is preferred.
• SQL experience and data warehousing familiarity.
• Advanced MS Office capabilities.

Responsibilities

• Lead data modeling for investor transactions and due diligence activities while ensuring regulatory compliance.
• Prepare and reconcile investor data tapes, loan-level servicing data, and financial records for reviews and reporting.
• Manage end-to-end transaction lifecycles including onboarding, governance, and audit readiness.
• Coordinate requests with investors and regulatory bodies, providing needed documentation.
• Perform financial modeling, portfolio analysis, data validation, and reporting to support decisions.

Skills

SQL

Data modeling

Financial analysis

GAAP knowledge

Attention to detail

Stakeholder communication

Regulatory reporting

Problem solving

Education

Bachelor's degree in Finance, Business, Accounting, or Economics

Tools

MS Excel

Encompass

MSP

Job description

ABOUT THE ROLE

CountryPlace Mortgage, a leading nationwide personal property, mortgage and commercial lender headquartered in Plano, TX, is seeking a Senior Financial Analyst to help grow our Finance Department. This in-person role located in our Plano, TX office will focus on data modeling, pricing models, and risk management offering an exciting opportunity to work within a high-impact environment. Working closely with stakeholders to enhance reporting, optimize business processes, and contribute valuable insights to improve strategies, manage risk, and maximize profitability.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Lead data modeling for investor transactions and due diligence activities for bulk and flow agreements, servicing transfers, approvals, renewals, and capital market transactions while ensuring timely execution and regulatory compliance
• Prepare, reconcile, and validate investor data tapes, loan-level servicing data, and financial records for due diligence reviews, portfolio acquisitions, servicing transfers, investor onboarding, and regulatory reporting
• Manage end-to-end transaction lifecycles, including onboarding, approvals, portfolio transfers, governance documentation, and ongoing monitoring to ensure operational readiness and audit transparency
• Coordinate investor, stakeholder, and due diligence requests by providing financial, operational, servicing, and governance documentation while responding to investor, regulatory, rating agency, and audit inquiries
• Conduct financial modeling, portfolio analysis, data validation, and quantitative reporting to support investment evaluations, lending decisions, transaction approvals, and governance initiatives
• Partner with Capital Markets, Risk, Compliance, Legal, Product Management, Operations, Servicing, Technology, and Sales teams to support investment decisions, transaction execution, and regulatory compliance
• Ensure compliance with internal and external governance requirements while maintaining audit-ready documentation and regulatory adherence
• Monitor transactions, servicing portfolios, operational performance metrics, and due diligence milestones while proactively identifying risks, escalating issues, and driving timely resolution
• Analyze financial, operational, transactional, and servicing data using SQL, advanced Excel, and reporting tools to support investment decisions, identify risks, validate performance, and deliver actionable insights
• Perform data mining, data analysis, quality assurance, and exception management across large datasets to identify trends, resolve discrepancies, and improve reporting accuracy and data integrity
• Prepare executive presentations and deliver data-driven insights, transaction updates, portfolio analyses, and recommendations to senior leadership and key stakeholders

POSITION REQUIREMENTS, CAPABILITIES, & SKILLS

• Excellent written, verbal and interpersonal communication skills
• Meticulous attention to detail and accuracy
• Adept at identifying and resolving problems in a timely manner
• Advanced organizational and time management skills with the ability to multi-task
• Effective decision-making, customer service and problem-solving skills
• Ability to strategize and prioritize efforts to achieve goals
• Excellent research and critical thinking skills
• Good problem-solving and decision-making skills
• Strong interpersonal skills and ability to work well with a wide range of people
• Ability to read and interpret published rules and regulations
• Positive & professional demeanor
• Self-starter with strong organizational skills
• Highly organized, consistent, and solutions focused
• Employ a strong sense of urgency and ownership in all activities
• Self-motivated with the ability to work independently
• Ability to work effectively in a team environment
• Strong leadership skills with the ability to guide and influence others
• Strong understanding of accounting principles and GAAP
• Consistently meets and exceeds individual, team and department objectives
• Perform other duties and special projects as assigned

MINIMUM QUALIFICATIONS

• BA/BS degree required in Finance, Business, Accounting, or Economics
• 7+ years of experience in financial analysis, in the mortgage or financial services industry
• Mortgage industry or financial service industry experience strongly preferred
• MSP experience preferred
• SQL experience and working with data warehouses
• Report automation tools a plus
• Understanding of accounting principles and concepts
• Familiarity with Secondary Marketing and Capital markets is a plus
• Advanced Microsoft Office capabilities
• Experience with Encompass and MSP preferred

WE OFFER

• Competitive Salary
• Medical/Dental/Vision Insurance
• Paid Holidays
• 401K Match
• Generous PTO
• FSA/HSA Plans
• Life /Disability/Accidental Insurance and much more!

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. Local candidates only - relocation not available.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time time, as needed.

Cavco Industries and CountryPlace Mortgage are committed to providing equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status with respect to recruitment, hiring, promotion and other terms and conditions of employment.

Qualifications

Education

Required

Bachelors

Experience

Required7 years

Experience in financial analysis, in the mortgage or financial services industry

Preferred

Experience with Encompass and MSP preferred

Familiarity with Secondary Marketing and Capital markets is a plus

Report automation tools a plus

Mortgage industry or financial service industry experience strongly preferred

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.