Financial Intelligence Specialist
1 day ago
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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