Financial Analyst

3 weeks ago

Bellevue, United States Evergreen Home Loans Full time
We're searching for some really great people who enjoy customers as much as we do.

Named as one of Puget Sound Business Journal's Best Places to Work three years running, 2021, 2022 and 2023. We are a certified Great Place to Work™ and were named a Best Workplace eight times, most recently in 2024 in the Financial Services and Insurance category.

Check out our rating at: Working at Evergreen Home Loans | Great Place To Work®

Wow happens every day at Evergreen. Our vision is centered on changing the world one relationship at a time.

Learn more about us on our website here.

Discover what's possible with Evergreen.

We're looking to add people who feel the same way we do about our customers, our associates, and the work we do. In return, you'll be part of a growing, contemporary company that rewards creative thinking and believes in helping you get to where you want to be. You'll also enjoy a comprehensive benefits package and an attractive 401K plan to help you grow along with us

Job Summary:

The Financial Analyst supports the financial planning and analysis function through financial forecasting, management reporting, variance analysis and annual budgeting. This role uses business information and financial analysis to provide business insights, identify risks and opportunities, and support decision making.

Essential Duties and Responsibilities:
  • Build forecasting, budgeting, and other financial models.
  • Prepare and deliver monthly budget variance reporting to department stakeholders and management.
  • Assist in preparing monthly dashboards and summary reports for financial review meetings.
  • Provide support for breakeven reporting for branch and regional managers.
  • Assist in providing profitability reporting by Loan Officer.
  • Collaborate with business partners to provide financial analyses to help them improve the organization's profitability.
  • Monitor financial performance and perform analysis, including variance analysis.
  • Perform financial analysis and advise on financial impact of proposed business decisions.
  • Provide data-backed reports to support management in making strategic business decisions.
  • Perform ad-hoc financial analyses as needed.
  • Study industry specific business trends and peer group data to make recommendations for profitability improvement.
  • Other duties as assigned.
Performance Expectations:
  • Perform all actions in accordance with the Mission, Vision, and Convictions of EHL.
  • Provide a "WOW" experience and effectively communicate with associates, clients, partners, and vendors via phone, written communication and/or in person.
  • Seek Feedback: Host regular and timely communication with associates and Manager.
  • Be willing to assume additional responsibilities/duties/projects as they arise.
  • Have strong organization skills, the ability to learn quickly, and accuracy/timeliness in completing tasks.
  • Perform all actions in accordance with policies and procedures of the company.
  • Expected to meet productivity guidelines of the position.
  • Effectively use software specific for the position and Microsoft office products.
  • Work well with other members of the EHL team and be willing to fill in when needed.
Specific Skills/ Knowledge/ Abilities Required for Position:
  • Bachelor's Degree in Finance, Accounting, Economics, or equivalent from an accredited institution.
  • Strong Excel skills required, including Pivot Tables, SUMIFS, VLOOKUPS, and Macros.
  • 2 - 4 years of experience in a financial analysis role, with demonstrated advancement in duties and/or responsibilities.
  • Independent Mortgage Banking experience in a finance or accounting role, preferred.
  • Proven high level of attention to detail.
  • Prior Mortgage Banking experience in Sales, Operations, or another supporting role a plus.
  • Exercise good judgment and strong character, motivated, hard working.
  • Ability to work well with fellow associates, clients and vendors.
  • Good communication skills. Neat, clean, healthy work habits.
Physical Requirements:
  • Requires all forms of dexterity and mobility throughout the shift, which may include extended periods of sitting and/or standing. Occasionally required to reach with hands and arms, twist, climb or balance, stoop, kneel crouch or crawl.
  • Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral, depth perception and the ability to adjust focus.
  • Must be able to speak and hear, lift and carry up to twenty-five pounds (25 lbs.) or occasionally more.
  • Ability to work in a fast-paced, occasionally noisy environment.
  • May be required to drive for business purposes and if so, must hold a driver's license in good standing and maintain personal auto insurance in compliance with EHL's Auto Insurance policy.

Benefits and Perks:

Eligible associates (and their families) have the option to enroll in medical, dental, and/or vision coverage of which both the associate and the company contribute towards expenses. Basic Life/AD&D insurance for eligible associates as well as a Short-term Disability benefit are provided by Evergreen. Additional Voluntary Life/AD&D, Long-term Disability benefits and Legal/ID protection plans paid for by the associate are also available. Associates are automatically enrolled in Evergreen's 401(k) plan. Personal Time Off (PTO) of up to 13.34 hours may be earned monthly and associates may enjoy 9 paid holidays each year. Paid voluntary day of work, company matching on charitable donations and mortgage loan benefit.

Compensation:

The base hourly range for this position is $28.08 - $54.47, depending on a number of factors including location and experience.

Evergreen is an equal opportunity employer and E-Verify employer.

www.Evergreenhomeloans.com

Equal Housing Lender

©2024 Evergreen Moneysource Mortgage Company® dba Evergreen Home Loans NMLS ID 3182. Equal Housing Lender. Licensed under: AZ Mortgage Banker License #0910074; CA Licensed by the DFPI under the CRMLA #4130291; CO Regulated by the Division of Real Estate; FL Licensed as a Mortgage Lender by the Office of Financial Regulation #MLD2297; ID Mortgage Broker/Lender MBL-3134; MT Mortgage Lender License 3182; NV Mortgage Company License 4837; OR Licensed under the OR Consumer Finance Act ML-3213-NMLS 3182; TX Department of Savings and Mortgage Lending Company License NMLS #3182; WA Consumer Loan Company CL-3182; WY Mortgage Lender/Broker 3467.

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