Senior Financial Data Analyst

The Cavco Family of Companies; Plano (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

CountryPlace Mortgage, a leading lender headquartered in Plano, TX, is seeking a Senior Financial Data Analyst to join our Finance Department. This in-person role focuses on data modeling, pricing models, risk management, and delivering insights to improve profitability.

You will collaborate with stakeholders across the organization, manage data quality, support regulatory reporting, and present data-driven recommendations to senior leadership.

Qualifications

• BA/BS degree in Finance, Business, Accounting, or Economics.
• 7+ years of financial analysis experience in mortgage or financial services.
• Strong understanding of accounting principles (GAAP) and reporting practices.

Responsibilities

• Lead data modeling for investor transactions and due diligence activities.
• Prepare and validate investor data tapes, servicing data, and financial records.
• Manage end-to-end transaction lifecycles with governance documentation.
• Coordinate requests and respond to investor, regulatory, rating agency inquiries.
• Conduct financial modeling, portfolio analysis, and quantitative reporting.

Skills

Communication

Attention to detail

Problem solving

Time management

Leadership

GAAP knowledge

Education

BA/BS in Finance/Business/Economics

Tools

SQL

Excel

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 Data 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 skillsStrong 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 indust