Client Reporting Analyst

Founded in 2008, The Fay Group is a diversified real estate services company offering a complete range of home ownership products and services to include mortgage servicing, property renovations, property management, realty, business purpose lending, and insurance to homeowners, investors and clients nationwide. We consider the people behind those mortgages and work hard to give them the best opportunity to stay in their homes by providing solutions to navigate the challenges of home ownership while working toward their long‑term financial goals.

We are currently looking for a Client Reporting Analyst to join our team.

Reporting to the EVP, Asset Management, is seeking a highly motivated and experienced individual with experience in the mortgage or real estate industry and expertise in Power BI to join our team. The ideal candidate will play a key role in developing, publishing, and maintaining Power BI reports to drive data‑informed decision‑making. This role demands a detail‑oriented professional who can develop, standardize, and optimize reports while ensuring the data presented delivers actionable insights, not just information.

The candidate will also collaborate with data teams to help build sustainable datasets for reporting.

The ideal candidate must be able to complete all physical requirements of the job with or without a reasonable accommodation. While performing the duties of this job, the employee is required to sit as well as work at a computer for extended periods of time, utilizing a keyboard and mouse. The employee should be able to communicate by telephone, email, and face‑to‑face.

• Bachelor’s degree in Business or related field (or equivalent combination of years of experience with High School Diploma/GED) required
• 3+ years’ experience in Investor Reporting or Investor Accounting required
• 2+ years’ experience in the mortgage industry, including servicing, processing rules, and guidelines
• Design, develop, and publish Power BI dashboards and reports tailored to business needs.
• Ensure data accuracy and consistency by integrating and transforming data from various sources.
• Review and optimize existing Power BI reports to improve efficiency and user experience.
• Establish and enforce report standardization protocols to ensure consistency across all deliverables.
• Analyze large datasets to extract actionable insights and trends.
• Collaborate with stakeholders to understand requirements and provide data‑driven recommendations.
• Familiarity with custodial account reconciliation and expected cash testing is preferred
• Proven ability to work effectively in a fast‑paced, deadline‑driven environment
• Experience with Black Knight MSP preferred
• Strong skills in the MS Office Suite with advanced Excel skills for data compilation and analysis
• Strong verbal and written communication skills
• Strong interpersonal skills
• Strong analytical skills
• Strong problem‑solving, data collection, analysis, and decision‑making skills
• Solid decision‑making abilities coupled with sound judgment
• Strong time management skills
• Ability to prioritize numerous tasks and manage shifting priorities
• Client‑focused with strong execution skills and results orientation
• High level of precision with attention to detail and consistency
• Flexible, open to change, and able to learn new things quickly
• Ability to work in a collaborative environment and provide guidance for working groups

• Medical, Dental, and Vision Insurance
• Company Paid Life Insurance
• Disability Insurance
• Pet Insurance
• 401(k) Program with Employer Matching
• 3 Weeks Paid Time Off (PTO)
• Paid Holidays
• Wellness Initiatives
• Employee Assistance Program
• Eligible for Hybrid Work Schedule with Remote Flex Days

• The hiring range for this position is between $75,000.00-$90,000.00 annually
• This position is eligible for an annual discretionary bonus

The Fay-Constructive Foundation was established to fulfill the philanthropic mission of The Fay Group employees to serve the communities in which they live and work. Our employees make voluntary contributions to the Foundation. Each quarter, their…