Hybrid Senior Financial Analyst

The Senior Financial Analyst will be responsible for conducting and providing quantitative analyses of information affecting budgets, expenses, and other financial projects for the company and in support of key business decisions and executive management and senior Finance staff. Perform all duties in accordance with the company’s policies and procedures, all US state and federal laws and regulations, wherein the company operates.

The target pay range for this position is $80,000.00-$ Annual + Annual Bonus.

• Develop complex ad hoc financial analysis in support of key business decisions, including but not limited to cost-benefit, ROI, and other analyses.
• Collect and analyze financial information for assigned accounts, products or product lines, or business units in order to track the organization's progress against financial goals.
• Report current or expected financial performance and create financial models to guide decision making.
• Analyze cash flow, expenditures, revenue, depreciation, and investments to make recommendations for action and/or modifications regarding financial procedures, plans, and controls.
• Assist in the preparation of monthly, quarterly, or annual financial statements and required reporting for all organizational companies.
• Provide analytical support to senior members of the team on profit and loss modeling and provide extensive data consolidation across multiple systems.
• Reconcile key forecast variances from reporting data and key business systems.
• Collaborate and coordinate on budgets, forecasts, month end reporting, and ad hoc analysis that will support management decision making throughout the organization.
• Work cooperatively with existing IT analytics resources, systems, and related analysts.
• Develop meaningful trends and reports from raw system data with strong data mining skills; make recommendations to senior management.
• Consolidate data from multiple sources and ensure all information in reporting packages is accurately represented to management and staff.
• Provide analytics on a wide variety of assignments, including cash flow modeling, risk analysis, asset valuation, and other performance statistics.
• Identify process improvement opportunities while delivering timely and zero-defect analyses and reports with minimal support.
• May function as a lead or first-level supervisor.
• Support the development of presentations for senior leadership.
• Provide guidance to other Financial Analysts.

• Bachelor's degree in finance, accounting, business or equivalent.
• A minimum of five (5) years financial analysis experience in consumer financial services or real estate related industry preferred.
• Must possess financial modeling experience.
• Previous mortgage banking background, required, mortgage servicing is a strong preference.
• Very strong Microsoft Excel skills, able to work with data sets in the hundreds of thousands of records and building reporting and automation.
• Experience interacting with corporate accounting, treasury and investor reporting functions is preferred.
• Strong math skills, balancing numbers and being able to find where numbers may not balance and dive into the root cause.

This is a hybrid schedule, working out of both our Anaheim and Aliso Viejo, CA offices.

• Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
• Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
• Customized training programs to help you advance your career.
• Educational Reimbursement.

We are an Equal Opportunity Employer

Please forward resume to Mark Custer at