SENIOR FINANCIAL ANALYST

TalentAlly LLC; San Diego (CA); On-site; USD 65,000 - 100,000; Full time

Job summary

A leading mortgage banking firm is seeking a Senior Financial Analyst in San Diego to support Mortgage and Finance operations. The successful candidate will be responsible for developing financial reports, analyzing data trends, and providing actionable insights to management. With a focus on collaboration and continuous improvement, this role is crucial for optimizing financial decision-making and supporting the growth of the organization.

Benefits

Competitive compensation

Excellent benefits package

401(k) with employer match

Pleasant work environment

Qualifications

• Minimum four years of experience in financial analysis related roles.
• Expert knowledge in Accounting and Finance principles.
• Ability to work independently and in team environments.

Responsibilities

• Prepare high-level business reporting and analysis for management decisions.
• Develop and implement data collection systems to optimize data quality.
• Support the development of Financial Analysts through training.

Skills

Accounting principles

Financial analysis

Data analysis

Communication

Time management

Education

Bachelor's degree in Business, Finance or related field

Tools

Excel

Power BI

Job description

4 days ago Be among the first 25 applicants

Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner / buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.

Position Summary

The Sr Financial Analyst plays an important role by performing a variety of professional activities directly related to the organization’s Mortgage and Finance operations. The role is responsible for high-level business reporting and analysis that helps the management team make appropriate financial business decisions. The Sr Financial Analyst is recognized by peers as the “go to” subject matter expert and may answer questions from lower-level Financial Analysts in absence of the manager.

Essential Functions

• Field / Organizational Support : Works with internal stake holders, report requestors, and management to solidify requirements, discuss interpretation of reports, provide feedback, and propose actions for Deliver data so its understandable from end user perspective.
• Field Support : Pro actively support financial management, production and operational Anticipate needs in the organization and how you might be able to help. Drive, in working with stake holders and other team members towards solutions and results.
• Analysis : Identify, analyze, interpret, and communicate trends or patterns in complex datasets. Effectively convey opportunities, findings, and recommended action items to leadership through both verbal and written communication. Engage in meaningful discussions regarding business decisions and actions that lead to desired financial and production outcomes. Follow up on decisions made during discussions.
• Ad hoc reporting : Lead communication efforts by compiling and summarizing data- sometimes using multiple sources and creating presentation of findings utilizing all analytics tools- including but not limited to Excel, Power Point, and BI tools.
• Existing reporting : Maintain financial models / dashboards and reporting packages including but not limited to P&L, pro formas, and production and operations KPIs. Review reporting to be sure it continues to meet the needs for current processes and data collection practices.
• Data : Ensures data is accurate, consistent and reliable in all reporting created and used (including in BI tools). Lead efforts solve issues with accuracy, data integrity and data consistency.
• Data : Develop and implement data collection systems and other strategies that optimize data quality and efficiency. Maximize these efforts using technology, BI tool and other automation.
• Team Support : Support in development of Financial Analysts through review and training.
• Team Support : Crosstrain in the duties of other Financial Analysts and provide back-up coverage in their absence.
• Productivity : Work to increase productivity by identifying inefficiencies and proving recommendations for system and process improvements.
• Perform other duties as assigned.

Qualifications

• Bachelors degree in Business, Finance, Accounting, Economics, or related field related to the position or equivalent, required.
• Minimum four years experience in financial analysis related role(s) is preferred.
• Expert knowledge of Accounting and Finance principles.
• Excellent verbal and written communication, organizational skills, and attention to detail.
• Excellent time management skills including the ability to prioritize and multi-task.
• Expert understanding, interpreting, and consolidating financial statement for multiple business units.
• Expert analytical mindset with BI tool experience and the ability to work with large sets of data (e.g. Power BI).
• Ability to adapt to a growing and dynamic environment.
• Ability to work independently as well as in a team environment to accomplish goals.
• Ability to manage communication with multiple stakeholders including senior level.
• Ability to research issues and identify solutions to problems.
• Expert level expertise in mortgage knowledge encompassing production, operations, and financial aspects, including processes and interconnected principals and concepts.
• Ability to complete projects within established deadlines.
• Excellent verbal and written communication skills
• Highly organized and detail-oriented; ability to work in a fast-paced, metrics-driven environment required.
• Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications required.
• Commitment to company
• Customer Service - Proactive attention to each person
• Integrity - Do and say whats right
• Respect - Treat others with dignity
• Collaboration - Listen and work together
• Learning - Seek knowledge and strive for improvement
• Excellence - Deliver the unexpected

Supervision

• Job Scope : Responsible for understanding the department / functional area objectives and goals and how own job contributes to achievement of these goals; may recommend changes and enhancements based on analysis and evaluation of circumstances
• Complexity : General precedents may exist for most problems; conducts independent research / analysis to identify the appropriate approach
• Impact : Decisions and actions primarily impact own work with limited impact on peers in their area, contributes as team member rather than leader
• Interaction / Supervision : Acts as a mentor / guide to less experienced professional contributor staff in a similar role; works independently and only under general direction; guided by professional standards, desired outcomes, and project plan specifications

Requirements

• Physical : Work is primarily sedentary; occasionally walks and / or stands.
• Manual Dexterity : Frequent use of computer keyboard and mouse.
• Audio / Visual : Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation.
• Mental : Learn new tasks, remember processes, maintain focus, complete tasks independently, and make timely decisions in the context of a workflow.
• Schedules : Work is primarily performed during the business week, Monday - Friday.

Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.

Guild Mortgage Company is an Equal Opportunity Employer.

Targeted Salary Range : $65,000 - $100,000 annually

Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant’s geographical location.

REQ# : SENIO017276

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.PDN-9f204de4-77a7-4e1f-9672-ebf8b175f4eb

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Accounting / Auditing

Technology, Information and Media

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Senior Financial Analyst • San Diego, CA, United States