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Financial Reporting Analyst

2 months ago

Washington, Washington, D.C., United States The Oakleaf Group Full time

The Oakleaf Group is a mortgage and financial services consulting firm with expertise in risk management and financial modeling for the mortgage and banking industries. Our clients are banks and non-bank mortgage firms, government agencies, law firms, insurance companies, institutional asset managers, and hedge funds.

We differentiate ourselves through our approach to the relationships with our clients. We begin with the belief that each client relationship will be ongoing, spanning multiple projects/engagements. We invest in communication and research to ensure that we fully understand the drivers of every client's short- and long-term success. We align our goals with those of our clients, and we continuously monitor and adjust to ensure that the relationship stays strong.


The Financial Reporting Analyst will be responsible for a critical role in model management and reporting (MRA), addressing challenges in report generation and ensuring accurate and timely delivery to managers and SVPs. This position requires strong Python and SQL skills to analyze data, fix issues, and generate insightful reports using data sourced from the news team.

Responsibilities:

  • Utilize Python and SQL to analyze data, identify issues, and ensure data accuracy for report generation.
  • Develop and maintain reporting solutions, focusing on model management and ensuring reports meet business needs.
  • Collaborate with the reporting team to troubleshoot and resolve issues impacting report quality and delivery.
  • Create and optimize reports using Tableau or PowerBI, presenting findings in a clear and actionable format.
  • Leverage AWS or similar cloud platforms for data storage, processing, and analytics.
  • Conduct comprehensive system analysis to enhance reporting capabilities and address data discrepancies.
  • Proactively identify areas for improvement in report processes and implement solutions.
  • Work in a fast-paced environment with a hectic schedule, managing tasks including problem identification, data correction, and report generation.

Qualifications:

  • Bachelor's degree in Computer Science, IT, Engineering, or a related field.
  • Proficiency in Python and SQL for data analysis and manipulation.
  • Strong analytical skills and the ability to solve complex problems effectively.
  • Experience with data visualization tools such as Tableau or PowerBI (nice-to-have).
  • Motivated individual with a proactive attitude toward learning and problem-solving.
  • Ability to work under pressure and manage multiple tasks in a dynamic environment.
  • Familiarity with the Salesforce platform for data management and reporting is preferred.
  • Experience with AWS or similar cloud platforms for data analytics and storage is preferred.
  • This is a remote position and requires the ability to work in a home office environment with the ability to work effectively surrounded by moderate home environment noise.


Compensation & Benefits

The Oakleaf Group offers a competitive compensation based on the candidate's skills and experience. Oakleaf offers healthcare benefits to include health, dental, and vision plans as well as other benefits in accordance with applicable Federal or State law.

Equal Employment Opportunity

The Oakleaf Group is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. The Oakleaf Group does not discriminate on the basis of race, ethnicity, religion, sex, color, national origin, age, sexual orientation, gender identify or expression, mental or physical disability, genetic information, veteran status or any other basis prohibited by applicable law.

Accommodations

Oakleaf is committed to providing equal employment opportunity to all job seekers. Reasonable accommodations for job seekers with disabilities will be provided. Individuals with a disability that are unable to use our online tools to search and/or apply for jobs should email , include "Applicant Accommodation" in the subject line of the email, and specify the assistance needed in the body of the email. Please note that this mailbox is reserved for job seekers who need to request an accommodation to apply for a job. Emails, for any other reason, will not receive a response.