Senior Financial Analyst: Data Modeling & Insights

Ultipro; Plano (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Paid Holidays

401K Match

Generous PTO

FSA/HSA Plans

Life /Disability/Accidental Insurance

Job summary

CountryPlace Mortgage in Plano, TX is seeking a Senior Financial Analyst to join the Finance Department. This in-person role focuses on data modeling, pricing models, and risk management to support profitability and regulatory compliance.

You will work with stakeholders to enhance reporting, optimize processes, and deliver insights across investor transactions, servicing, and capital markets, while maintaining audit-ready documentation and GAAP adherence.

Qualifications

• Degree required in Finance, Business, Accounting or Economics.
• Minimum 7+ years of financial analysis experience in mortgage/financial services.
• Experience with MSP and Encompass is a plus.
• SQL experience and working with data warehouses.
• Advanced MS Office capabilities.

Responsibilities

• Lead data modeling for investor transactions and due diligence activities for bulk and flow agreements, servicing transfers, approvals, renewals, and capital market transactions.
• 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.

Skills

Financial analysis

Data modeling

GAAP knowledge

Communication skills

Problem solving

Leadership

Education

Bachelor's degree in Finance/Business/Accounting/Economics

Tools

SQL

MSP

Encompass

Data warehouses

Report automation tools

Job description

CountryPlace Mortgage in Plano, TX is seeking a Senior Financial Analyst to join the Finance Department. This in-person role focuses on data modeling, pricing models, and risk management to support profitability and regulatory compliance.

You will work with stakeholders to enhance reporting, optimize processes, and deliver insights across investor transactions, servicing, and capital markets, while maintaining audit-ready documentation and GAAP adherence.