• (Mortgage) Financial Analyst, Sr

    Job Locations US-TX-Dallas
    Req #
    Accounting & Finance
    Location Name
    (Mortgage) Dallas, TX - Preston
    Company Name
  • Job Summary

    If you are looking to work in an Agile work environment that offers Service Beyond Expectations, this role could be for you. Here at PrimeLending, our culture is built around one simple belief – investing in our talented, dedicated employees.  


    PrimeLending is currently seeking a Sr. Financial Analyst that will be responsible for preparation and review of monthly financial statements, performing detailed financial analysis, generating ad hoc reports, assisting with budgeting and forecasting. Provides solid financial analytical support to leadership throughout the organization to aid with forecasts and projections. Additional responsibilities include providing management with various analyses utilized in financial decision making.

    Essential Functions


    • Review, analyze, and monitor financial statements for various areas of the business monthly, quarterly and/or annually as required
    • Support management with financial reporting
    • Assist senior management in gathering financial data used to evaluate and measure company strategic and operational business objectives
    • Conduct meetings with managers in various areas of the business or with in-group leadership to discuss financial results vs. forecasted projections
    • May prepare regulatory reports and assist with gathering financial data for audit requests
    • Perform advanced financial modeling and ad hoc analysis reporting including, but not limited to analyzing variances, discrepancies, trends, spending, etc
    • Assist in the preparation of the annual budget planning and more frequent forecasting processes and regulatory requirements departments/groups throughout the organization
    • Measure and track key performance metrics against the company’s strategic objectives
    • May participate in benchmark studies; analyze financial data and trends on companies in the mortgage banking industry or within a specific function
    • May partner with technology groups on financial reporting systems; may establish security parameters, permissions, etc, maintain system data integrity, identify system related issues and design reporting models
    • Assist in the preparation of presentations, executive management reporting packages and/or financial schedules to senior leadership
    • May participate in civic activities to promote growth and development of the community and a positive Company image
    • Maintain a professional image and adhere to standards consistent with company policies and procedures
    • Other duties as assigned or required


    Job Requirements


    • High School Diploma required, Bachelor’s degree in finance or accounting preferred
    • Minimum 5 years mortgage banking or related business experience providing knowledge in reporting, financial analysis, mathematics and accounting
    • Accounting/Finance application software (i.e. Hyperion) experience or other enterprise level application system as required for specific area of support preferred
    • Previous exposure to best practices, process methodologies specific to the industry and/or functional area of focus
    • Knowledge of GAAP rules, strongly preferred
    • Excellent communication skills, both verbal and written
    • Demonstrated ability to interact effectively with various levels within the organization
    • Ability to demonstrate excellent detail orientation, critical thinking and analytical skills
    • Ability to meet deadlines
    • Demonstrated judgment and decision making ability
    • Displays excellent time management, organizational and problem-solving skills
    • Strong customer service orientation
    • Ability to work well under pressure and meet deadlines
    • Excellent PC skills, including Microsoft Office Suite, with advanced knowledge of Excel

    About the Company

    Why PrimeLending?


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