Senior Financial Analyst – Mortgage Servicing
Position Summary
Responsible for providing financial planning, forecasting, reporting, and strategic analysis to support business operations and organizational objectives. Partners with leadership teams to evaluate financial performance, improve operational efficiency, support strategic initiatives, and drive informed decision-making through financial modeling, forecasting, and actionable insights. This role serves as a key business partner, delivering financial visibility and recommendations that support organizational growth and profitability.
Must-Have Experience
Minimum 2+ years of direct experience supporting Mortgage Servicing operations.
Mortgage servicing industry experience is required.
Experience supporting budgeting, forecasting, financial analysis, reporting, and performance management within a mortgage servicing environment.
Working knowledge of servicing portfolios, operational metrics, servicing costs, profitability drivers, and business performance reporting.
Key Responsibilities
Develop and maintain annual budgets, periodic forecasts, and long-range financial plans.
Analyze monthly financial performance against budget, forecast, and prior-period results, identifying key drivers of variances and trends.
Serve as a subject matter expert for financial systems, reporting processes, forecasting methodologies, key performance indicators (KPIs), and data sources.
Lead monthly business reviews, preparing executive-level presentations and communicating financial results, trends, risks, and opportunities.
Conduct scenario planning, sensitivity analyses, and capacity modeling to assess the financial impact of business changes, market conditions, regulatory developments, and strategic initiatives.
Identify and implement process improvement and reporting automation opportunities to increase efficiency, scalability, and data accuracy.
Partner with Accounting to support month-end close activities, accrual analysis, expense allocation reviews, and financial reporting processes.
Establish controls and validation procedures to ensure data integrity and reporting accuracy.
Develop detailed financial models to evaluate the profitability, risks, and feasibility of business initiatives and investment opportunities.
Support the implementation and adoption of new systems, tools, and reporting enhancements to improve visibility into business performance, cost drivers, and operational efficiency.
Prepare ad hoc financial analyses and executive reporting as requested by leadership.
Collaborate cross-functionally with operations, technology, accounting, and business stakeholders to support organizational goals and strategic priorities.
Required Qualifications
Bachelor's degree in Finance, Accounting, Economics, or a related field.
6+ years of experience in Financial Planning & Analysis (FP&A), Corporate Finance, Strategic Finance, or a related finance function.
2+ years of direct Mortgage Servicing finance experience required.
Strong experience in budgeting, forecasting, financial modeling, variance analysis, and management reporting.
Advanced Microsoft Excel skills and experience working with large datasets.
Experience working with financial systems, reporting tools, and business intelligence platforms.
Familiarity with SQL, Oracle, or other relational databases preferred.
Strong analytical, problem-solving, and communication skills.
Proven ability to partner with senior leadership and provide actionable business insights.
Previous project management experience preferred.
Preferred Qualifications
Advanced financial modeling and forecasting expertise.
Experience with reporting and visualization tools such as Power BI, Tableau, or similar platforms.
Process improvement, automation, and systems implementation experience.
Ability to translate complex financial and operational data into actionable business recommendations.
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