Senior Strategic Financial Analyst

Position Summary:

The Senior Strategic Financial Analyst operates within the Originations Finance team as a key support member to the originations channel success.  The role independently performs complex financial tasks to produce accurate variance analysis and rolling projections for the originations team in conjunction with the Director, Originations Finance. They partner and/or drive financial discussions in meetings with Finance and Origination department leads to evaluate revenue and expense drivers based on analyst reports. This role is responsible for central coordination of day to day production and summarization of finance reporting packages across multiple channels within the Origination’s segments to develop value-add summaries for the business. The successful candidate would play a key role in the Originations FP&A teams development and management of all financial functions adding value and insights to support strategic initiatives for special projects, refreshing product profitability proformas, and partnering with the business by tracking expenses.

Job Functions and Responsibilities:

• Lead budgeting, forecasting, variance analysis, and long-term financial planning to assess business unit performance and identify risk/opportunity.
• Prepare and deliver comprehensive financial reports, including ad hoc analyses, management presentations, and competitor comparison analytics.
• Maintain advanced financial models for profitability, volume, and capacity projections across near-term and long-term horizons.
• Partner with accounting and business unit teams during the close process, reviewing ledgers and transactional activity, and providing P&L and cash variance explanations.
• Apply predictive, driver-based, and multi-scenario planning methodologies to create robust financial forecasts.
• Establish and manage expense budgets necessary for strategic initiatives, proactively identifying revenue opportunities and cost-saving measures.
• Investigate and explain variances in forecast, budget, and prior-year P&L through detailed data analytics, identifying root causes.
• Implement process improvements and efficiencies across departments, demonstrating strong project management and cross-functional collaboration.
• Serve as a trusted financial partner to business units, supporting their initiatives, responding to financial inquiries, and delivering exceptional service to internal/external stakeholders. Additional duties as assigned.

Key Result Areas: 

• Measurement of Business unit performance vis-à-vis Budgets and Forecasts and work with Department leads to identify finance support opportunities. 

• Maintain and develop advanced financial models including profitability, volume, and capacity forecasts over the near-term to long-term periods

• Identification of root-cause issues through understanding of business financial data and analytics

• Demonstrates strong project management through execution in a timely and effective manner through collaboration with various departments.

• Identify, create, and implement process improvements and efficiencies

• Serves as a trusted partner, delivering exceptional customer service to internal and external stakeholders

Qualifications:

• Bachelor’s degree in finance required, MBA Finance is preferred. 

• Minimum of 3-5 years of experience in a financial analysis, FP&A function or finance business partnership role

• General knowledge of financial services and related accounting/financial/mortgage banking principles

• Advanced Excel skills with finance modeling experience required

• Proven ability to synthesize financial findings into outcomes in a succinct actionable way

• Superior attention to detail and ability to successfully manage multiple competing priorities in fast paced environments

• Ability to synthesize and communicate efficiently across senior levels of the organization with ease. Interpersonal and communication skills with the ability to interact with various departments

• High level of commitment to quality work product and organizational ethics, integrity, and compliance

• Self-starter, ability to work independently, good time management skills demonstrating ability to meet urgent deadlines 

• Proficient in Microsoft Office Suite (specifically superior proficiency with Microsoft Excel and PowerPoint) and Hyperion Essbase required

The salary range for this position is expected to be $80,000-95,000 per year, depending on geographic location, experience, and other qualifications of the successful candidate. 

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