The Financial Analyst is responsible for reporting financial status by preparing and analyzing financial plans, forecasts, and reports.
Essential Job Functions:
Determines financial status by comparing and analyzing plans and forecasts with actual results.
•Improves financial status by analyzing results and variances; identifying trends; recommending actions.
•Assist with the consolidated forecasting process and own portions of the financial forecast models, including P&L, cash flow, and supporting schedules/analyses. Ensure their quality, timeliness, and accuracy.
•P&L reporting of actual vs. plan, prior year, and current forecast.
•Prepare monthly performance reporting by division/department.
•Analyze department expenses and derive journal entry accruals, reclasses on monthly basis as needed
•Assist with the preparation of Senior Management presentations/meetings (Monthly Business Reviews, Board of Directors meetings, forecast review meetings, etc.).
•Help measure ROI of company initiatives.
•Conduct ad hoc analyses.
•Support the creation of the annual and multi-year strategic plan.
•Work to streamline and constantly improve financial processes.
•Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
Other Related Duties:
Performs other related duties as assigned.
This job has no direct supervisory responsibilities. Role may indirectly mentor/coach other finance resources.
•Ability to work in a fast paced, challenging environment, where priorities change quickly and demands are high
•Proven written and oral communication and ability to interface with senior management
•Strong attention to detail
•Ability to analyze quantitative and qualitative information and translate into strategic deliverables
•Prior finance experience support corporate departments a plus, but not required
Education and/or Experience:
•1 to 3 years previous experience in finance/accounting roles with heavy emphasis on financial planning and analysis deliverables (Budgeting, Forecasting, Month End Close, Staff Capacity Planning) strongly preferred
•Bachelor’s degree in finance or accounting with demonstrated academic achievement, MBA or Masters in Finance preferred.
•Advanced Excel skills (financial analyses/modeling)
•Proficient in Word and PowerPoint
Freedom Mortgage is a privately held, full-service residential mortgage lender licensed in all 50 states, Washington D.C., Puerto Rico and the Virgin Islands. We are one of the largest and fastest-growing privately held mortgage companies in the country, as well as a top 5 residential lender in the USA. Freedom Mortgage currently services more than 225 billion dollars in loans. And we are continuing to grow! Freedom Mortgage is proud to be recognized by Inc. Magazine’s, Inc. 5000 rankings for the fastest growing private firms in the nation for six consecutive years (2013-2018).
Freedom Mortgage has over 4000 employees and offices nationwide. Locations include suburban Philadelphia (we have multiple sites in Southern New Jersey) and Fishers, IN, two regions where we were named Top Workplaces (The Indianapolis Star named Freedom Mortgage at Top Workplace four years in a row). We also have large operating centers in Melville, NY; Jacksonville, FL; San Dimas, CA; and Tempe, AZ; and Columbia, MD
Freedom Mortgage team members enjoy our total rewards program, including excellent benefits, perks, business casual dress, rewards programs, training, development and career opportunities. Community spirit is one of our shared values and Team Freedom Cares is our philanthropic arm helping us get involved in the communities in which we operate. Learn more about us and apply!
Freedom Mortgage Corporation is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to age, race, color, religion, gender, sexual orientation, national origin, or their status as a protected veteran or an individual with disabilities. Local applicants encouraged to apply. Employment contingent upon successful completion of background investigation. Smoke-free workplace. Drug-free work environment. Excellent benefits package including medical, dental, vision and 401(k). All resumes are held in confidence. Only candidates whose profiles closely match requirements will be contacted during this search. LENDER NMLS ID:2767
Equal Opportunity Employer- Minorities/Females/Disabled/Veterans