Jr. Financial Analyst
Role Overview
The Junior Financial Analyst analyzes assigned branches and satellite offices to provide insights to corporate management.
The role supports the maintenance, management, and development of Workday and partners with branch reporting personnel to analyze performance drivers.
Key Skills for This Role
Full Job Posting
Position overview
The Junior Financial Analyst analyzes assigned branches and satellite offices to provide insights to corporate management.
The role supports the maintenance, management, and development of Workday and partners with branch reporting personnel to analyze performance drivers.
Job responsibilities
- Learn the company’s business model and provide recommendations and insights after compiling data.
- Provide Workday and Sigma administrative support and backup to the Controller and Financial Planning & Analysis team.
- Build out systems, develop new reports, and assist with automation projects.
- Summarize analytical findings in clear, concise visual formats and presentations.
- Collaborate with Accounting and Branch Reporting to investigate profit and loss statement irregularities.
- Enhance reporting and analytics to give branches visibility through business intelligence and metrics.
- Analyze large datasets from disparate systems, draw conclusions, and recommend business or financial efficiencies.
- Perform ad hoc reporting, data compilation, and analysis.
Qualifications and skills
- Excellent Excel skills, including pivot tables, macros, and financial modeling, are required.
- Strong attention to detail, communication, and analytical skills are required.
- A Bachelor’s degree in Finance, Accounting, Business, or equivalent education and experience is preferred.
- Mortgage industry experience is preferred, particularly experience with Workday, EDGE, or Encompass software.
Benefits
- Eligible employees may receive medical, dental, and vision coverage, a 401(k), company-provided short-term disability, an employee assistance program, and a wellness program.
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