Senior Financial Analyst, Data & Risk Modeling

Palm Harbor Homes; Plano (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive Salary

Medical/Dental/Vision Insurance

Paid Holidays

401K Match

Generous PTO

FSA/HSA Plans

Life /Disability/Accidental Insurance

Job summary

CountryPlace Mortgage, headquartered in Plano, TX, seeks a Senior Financial Analyst to join our Finance Department in person. The role emphasizes data modeling, pricing models, and risk management, with a focus on improving reporting, optimizing processes, and driving profitability.

You will lead investor data modeling, prepare and reconcile data tapes, manage end-to-end transaction lifecycles, and deliver data-driven insights to senior leadership to support investment decisions and governance

Qualifications

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

Responsibilities

• Lead data modeling for investor transactions and due diligence activities while ensuring regulatory compliance.
• Prepare, reconcile, and validate investor data tapes and servicing data for reviews and reporting.
• Manage end-to-end transaction lifecycles including onboarding, approvals, and governance documentation.
• Coordinate investor requests and provide financial, operational, servicing, and governance documentation.
• Conduct financial modeling, portfolio analysis, data validation, and quantitative reporting.
• Partner with cross-functional teams to support investment decisions and regulatory compliance.
• Ensure compliance with governance requirements and maintain audit-ready documentation.
• Monitor transactions, servicing portfolios, and due diligence milestones to identify risks.
• Analyze financial and servicing data using SQL and advanced Excel for insights.
• Perform data mining and data quality checks to improve reporting accuracy.
• Prepare executive presentations with data-driven insights for senior leadership.

Skills

SQL

Data modeling

Excel

Portfolio analysis

Regulatory reporting

GAAP

Stakeholder communication

Education

BA/BS in Finance, Business, Accounting, or Economics

MSP experience

Tools

Encompass

MSP

Data warehouses

Job description

CountryPlace Mortgage, headquartered in Plano, TX, seeks a Senior Financial Analyst to join our Finance Department in person. The role emphasizes data modeling, pricing models, and risk management, with a focus on improving reporting, optimizing processes, and driving profitability.

You will lead investor data modeling, prepare and reconcile data tapes, manage end-to-end transaction lifecycles, and deliver data-driven insights to senior leadership to support investment decisions and governance