Senior Financial Analyst, FP&A Reporting

2 weeks ago

chicago, United States Rate Full time

About Guaranteed Rate Companies:

The Guaranteed Rate Companies is a leader in mortgage lending and digital financial services. Headquartered in Chicago, the Guaranteed Rate Companies has more than 7,000 employees in over 850 branches across the U.S., serving all 50 states and Washington, D.C. Since its launch in 2000, Guaranteed Rate Companies has helped more than 1 million homeowners with home purchase loans and refinances, with a total loan volume of more than $116 billion in 2021 alone. The company has cemented itself as an industry leader by introducing innovative technology, offering low rates and delivering unparalleled customer service. Honors and awards include: Top Lender for Online Service for 2018 by U.S. News & World Report; Best Mortgage Lender for Online Loans and Best Mortgage Lender for Refinancing by NerdWallet for 2021; HousingWire’s 2020 Tech100 award for the company’s industry-leading FlashClose℠ technology; No. 3 ranking in Scotsman Guide’s 2021 list of Top Retail Mortgage Lenders; Chicago Agent Magazine’s Lender of the Year for six consecutive years; and Chicago Tribune’s Top Workplaces list for seven consecutive years. Visit rate.com for more information.


Responsibilities:

  • Gather and analyze data in order to make financial or business recommendations
  • Prepare monthly financial and quarterly financial statements
  • Research and communicate results with management.
  • Track and analyze fluctuations in expenses and revenues
  • Ad hoc projects and analytic reporting requests
  • Assist in preparation of investor certifications, warehouse renewals, and monthly covenant calculations


Qualifications:

  • Bachelor's degree in Accounting or Finance required
  • Public Accounting experience preferred.
  • CPA designation preferred.
  • Experience in SEC Reporting and SOC Reporting a plus.
  • Experience in Mortgage or Financial Services preferred, but not required
  • Financial Reporting and Analysis experience preferred
  • Advanced knowledge of Microsoft Office with an emphasis on Excel
  • Possess strong business acumen with the ability to effectively address both financial and operational challenges.
  • Excellent communication and interpersonal skills, with proven ability to take initiative.
  • Strong organizational, time management, problem solving, and multi-tasking skills
  • Attention to detail, data driven and hands-on.
  • Ability to work independently and as a team member
  • Capability of dealing with multiple personalities at all levels of the organization/department
  • Proven aptitude to learn quickly and handle a fast-paced, fluid workload



Guaranteed Rate is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.

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