Financial Intelligence Specialist

1 day ago


Bellevue, Washington, United States Evergreen Home Loans Full time

About the Role

We are seeking a skilled Financial Analyst to join our team at Evergreen Home Loans. As a key member of our financial planning and analysis function, you will be responsible for financial forecasting, management reporting, variance analysis, and annual budgeting.

Key Responsibilities

  • Develop and maintain financial models, including forecasting and budgeting tools.
  • Prepare and present monthly budget variance reports to stakeholders and management.
  • Support the creation of monthly dashboards and summary reports for financial review meetings.
  • Assist in providing breakeven reporting for branch and regional managers.
  • Contribute to profitability reporting by Loan Officer.
  • Collaborate with business partners to provide financial insights and support decision-making.
  • Monitor financial performance and perform analysis, including variance analysis.
  • Provide financial analysis and advice on proposed business decisions.
  • Develop data-driven reports to inform strategic business decisions.
  • Perform ad-hoc financial analyses as needed.

Requirements

  • Bachelor's Degree in Finance, Accounting, Economics, or equivalent from an accredited institution.
  • Strong Excel skills, 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 attention to detail and ability to work well under pressure.
  • Good communication skills and ability to work effectively with colleagues and stakeholders.

Benefits and Perks

  • Eligible associates and their families have access to medical, dental, and vision coverage.
  • Basic Life/AD&D insurance and Short-term Disability benefits are provided.
  • Additional Voluntary Life/AD&D, Long-term Disability benefits, and Legal/ID protection plans are available.
  • Associates are automatically enrolled in Evergreen's 401(k) plan.
  • Personal Time Off (PTO) and paid holidays are offered.

Compensation

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



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