Lead Financial Analyst

1 week ago


Alpharetta, Georgia, United States Searchlogic Recruiting, LLC Full time
Job Overview

A prominent financial services firm is in search of a Lead Financial Analyst for a fully remote position. This role encompasses critical duties in financial planning, analysis, and strategic decision-making within the mortgage sector. Your proficiency in financial modeling, market evaluation, and reporting will be essential in propelling the organization forward.


Core Responsibilities:
  • Financial Modeling: Develop and sustain intricate financial models to evaluate performance and profitability.
  • Market Evaluation: Investigate mortgage market trends, interest rates, competitor actions, and economic indicators to guide strategic choices.
  • Performance Reporting: Generate comprehensive financial reports and presentations for upper management, emphasizing key metrics and suggesting strategies.
  • Forecasting and Budgeting: Spearhead the annual and long-term forecasting initiatives, ensuring alignment with corporate objectives.
  • Cross-departmental Collaboration: Collaborate with various teams including sales, operations, capital markets, IT, HR, and vendor management to harmonize financial strategies.

Qualifications:
  • Bachelor's degree in Finance, Accounting, Economics, or a related discipline (Master's degree preferred).
  • 5+ years of experience in financial analysis within the mortgage, lending, or financial services sectors.
  • Advanced capabilities in financial modeling, statistical analysis, and data visualization tools (Excel, SQL, Tableau).
  • Thorough understanding of mortgage market dynamics and industry trends.
  • Exceptional analytical, problem-solving, and communication skills.

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