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Financial Analyst - IT

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  • Assist with expense analysis and expense forecasting. 
  • Assist with the consolidated forecasting process and own portions of the financial forecast models, including P&L, cash flow, and supporting schedules/analyses.  Ensure their quality, timeliness, and accuracy
  • P&L reporting of actual vs. plan, prior year, and current forecast
  • Assist with the preparation of Senior Management presentations/meetings (Monthly Business Reviews, Board of Directors meetings, forecast review meetings, etc.)
  • Help measure ROI of company initiatives
  • Prepare monthly performance reporting 
  • Conduct ad hoc analyses
  • Support the creation of the annual and multi-year strategic plan
  • Work to streamline and constantly improve financial processes


  • 2+ years previous experience in finance/accounting roles with heavy emphasis on financial planning and analysis (Big-4, Investment Banking, Consulting, Corporate Financial Analyst)
  • Bachelor’s degree in finance or accounting with demonstrated academic achievement
  • Proven written and oral communication and ability to interface with senior management
  • Strong attention to detail
  • Ability to work in a fast paced, challenging environment, where priorities change quickly and demands are high
  • Ability to analyze quantitative and qualitative information and translate into strategic deliverables
  • Advanced Excel skills (financial analyses/modeling)
  • Proficient in Word and PowerPoint
  • Self-motivated
  • Prior Mortgage industry experience a plus but not required