Senior Financial Analyst Anaheim, CA, United States and 1 (Hybrid) Posted on 05/20/2025

Carrington Holding Company; Anaheim (CA); Hybrid; USD 80,000 - 112,000; Full time

Job summary

A leading company in the mortgage industry seeks a Mortgage Senior Financial Analyst to drive financial decision-making. The position involves conducting analyses, reporting findings, and supporting strategic initiatives within a hybrid work environment. Join a team committed to excellence and transform the way residential finance operates.

Benefits

Comprehensive healthcare plans

Discretionary 401(k) match

Employee referral bonuses

Educational reimbursement

Customized training programs

Qualifications

• Minimum 5 years financial analysis experience in mortgage or real estate.
• Mortgage lending experience preferred.
• Must possess financial modeling experience.

Responsibilities

• Develop complex financial analyses for business decisions.
• Prepare monthly, quarterly, and annual financial statements.
• Analyze cash flow, revenue, and make recommendations.

Skills

Financial modeling

Data consolidation

Financial analysis

Trend analysis

Business decision support

Education

Bachelor’s degree in finance, accounting, business, or equivalent

Job description

Come join our amazing team and work a hybrid schedule in our Anaheim or Aliso Viejo, CA offices.

The Mortgage Senior Financial Analyst will be responsible for conducting and providing quantitative analyses of information affecting budgets, expenses, and other financial projects for the company and in support of key business decisions and executive management forour Lending division. Perform all duties in accordance with the company’s policies and procedures, all US state and federal laws and regulations, wherein the company operates. The target pay range for this position is $80,000-$112,000 + Annual Bonus.

What you'll do:

• Develop complex ad hoc financial analysis in support of key business decisions, including but not limited to cost-benefit, ROI, and other analyses.
• Collects and analyzes financial information for assigned accounts, products or product lines, or business units in order to track the organization's progress against financial goals.
• Reports current or expected financial performance and creates financial models to guide decision making.
• Analyzes cash flow, expenditures, revenue, depreciation, and investments to make recommendations for action and/or modifications regarding financial procedures, plans, and controls.
• Assists in the preparation of monthly, quarterly, or annual financial statements and required reporting for Lending division.
• Provide analytical support to senior members of the team on profit and loss modeling and provide extensive data consolidation across multiple systems.
• Reconcile key forecast variances from reporting data and key business systems.
• Collaborate and coordinate on budgets, forecasts, month end reporting, and ad hoc analysis that will support management decision making throughout the organization.
• Work cooperatively with existing IT analytics resources, systems, and related analysts.
• Develop meaningful trends and reports from raw system data with strong data mining skills; make recommendations to senior management.
• Consolidate data from multiple sources and ensure all information in reporting packages is accurately represented to management and staff.
• Provide analytics on a wide variety of assignments, including cash flow modeling, risk analysis, asset valuation, and other performance statistics.
• Identify process improvement opportunities while delivering timely and zero-defect analyses and reports with minimal support.
• May function as a lead or subject matter expert in absence of manager.
• Support the development of presentations for senior leadership.
• Perform other duties as assigned.

What you'll need:

•Bachelor’s degree in finance, accounting, business or equivalent
•A minimum of five (5) years financial analysis experience in mortgage or real estate related industry required.
• Mortgage lending is a strong preference.
•Experience interacting with corporate accounting and human resource compensation departments preferred.
•Must possess financial modeling experience.
•This position is hybrid which requires going into the Anaheim or Aliso Viejo office on a periodic basis to meet with the finance team and/or lending executives.

Our Company:

Carrington Mortgage Holdings is a holding company whose primary businesses include asset management, mortgages, real estate transactions and real estate logistics. Collectively, the businesses are vertically and horizontally integrated and provide a broad range of real estate services encompassing nearly all aspects of single-family residential real estate transactions in the United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent philosophy, Carrington maintains the necessary infrastructure to ensure stability and maximize value during any market cycle. We hope you’ll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: www.carringtonhc.com.

What We Offer:

• Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
• Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
• Customized training programs to help you advance your career.
• Employee referral bonuses so you’ll get paid to help Carrington and Vylla grow.
• Educational Reimbursement.
• Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit:carringtoncf.org.

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