We are seeking a detail-oriented finance professional to drive financial modeling, forecasting, and month-end close processes for our growing team. In this Financial Analyst - Mortgage role, you will maintain central revenue models, track transactional volumes, and partner cross-functionally with Sales and Operations to support budgeting and pipeline opportunities. You will also compile executive briefing packages that synthesize internal and external market metrics to guide senior leadership decision-making.
What you’ll do
- Financial Modeling & Forecasting: Maintain central revenue and driver models, track transactional volumes and pricing (ARPU), and prepare weekly/ad-hoc revenue pacing updates.
- Month-End Close & Accounting: Prepare monthly accounting revenue reclassifications, manage sales commission administration reports, and perform variance analyses.
- Reporting & Market Intelligence: Compile executive briefing packages synthesizing external housing metrics (e.g., Fannie Mae, MBA) alongside internal metrics for senior leadership.
- Business Partnering & Analytics: Partner with cross-functional teams (Sales, Operations, and Business Unit leadership) to track pipeline opportunities, refresh operational dashboards, and support annual budgeting.
What experience you need
- Experience: 2+ years in corporate finance, financial planning & analysis (FP&A), or related fields
- Bachelor's degree
What could set you apart
- Domain Knowledge (Preferred): General familiarity with mortgage industry products, credit metrics, or transaction-based business models.