Treasury Facility II, Financial Planning Analyst

3 weeks ago


Aliso Viejo, California, United States Carrington Holding Company, LLC Full time

Job Description

Carrington Mortgage Holdings is a holding company with a primary focus on asset management, mortgages, real estate transactions, and real estate logistics. We are seeking a highly skilled Treasury Facility II, Financial Planning Analyst to join our team.

The successful candidate will be responsible for financial planning and analysis to forecast budgets and financial status. They will research economic trends and investment opportunities, determine procurement of funds, and monitor investments and collections.

Key Responsibilities:

  • Create and distribute daily, weekly, and monthly data reports using Access and Excel for internal and external use.
  • Analyze results to ensure accuracy.
  • Prepare and/or process bank transfer requests, including wire, book transfer, and account transfers.
  • Process stop payment requests and other check-related research.

Requirements:

  • High school diploma or equivalent work experience required.
  • Bachelor's degree in related fields preferred.
  • 3-5 years of Treasury, Finance, Accounting, Investor Reporting, and Investor Accounting experience preferably in the mortgage industry.
  • Advanced Excel and Access database skills.
  • Ability to work in Pacific Time Zone hours (8-5, Monday-Friday).

What We Offer:

  • Comprehensive healthcare plans for you and your family.
  • Discretionary 401(k) match of 50% of the first 4% of pay contributed.
  • Access to several fitness, restaurant, retail, and more discounts through our employee portal.
  • Customized training programs to help you advance your career.
  • Employee referral bonuses.
  • Educational Reimbursement.
  • Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates.

We are an Equal Opportunity Employer.



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