Senior Financial Planning Expert

6 days ago


Westlake Village, California, United States Disability Solutions Full time
Job Overview:
We are seeking a highly skilled Senior Financial Planning Expert to join our Corporate Finance team. The ideal candidate will possess strong financial analytical skills and the ability to clearly present and report financial data.

About the Role:
This challenging role requires complex problem-solving skills in managing multiple high-profile priorities, with a keen attention to detail and the ability to work through ambiguous situations. The successful candidate must have a demonstrated track record of achievement in driving successful projects and exhibiting strong interpersonal/communication skills with multiple business partners.

Key Responsibilities:
  • Develop a thorough understanding of mortgage concepts and processes
  • Source detailed financial information for use with financial modeling and reporting
  • Develop and maintain comprehensive control policies and procedure documents to ensure the integrity of the forecast and reporting processes
  • Translate detailed accounting data into actionable analytics

What We're Looking For:
The ideal candidate should be passionate about accountability, aspire to high standards, be detail-oriented, adaptable, and committed to excellence. Salary range: $121,870 - $143,377 (Westlake Village, CA).

Benefits:
We offer competitive salaries, medical and dental insurance, time off, a great 401(k) matching program, tuition assistance, an employee volunteer program, and a wellness program.

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