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Sr. Financial Analyst

Sr. Financial Analyst

Proven RecruitingDallas, TX, United States
2 days ago
Job type
  • Full-time
Job description

Staff Accountant

If you are seeking a position that provides a great opportunity to strengthen and expand your analytical capabilities in a dynamic, high-impact setting this position is for you! In this role, the Senior Financial Analyst partners closely with multiple departments, taking on a highly visible position that drives collaboration across the organization.

What you'll do :

  • Evaluate loan performance metrics, including prepayments, delinquencies, and pipeline projections, to deliver actionable insights.
  • Coordinate with investors to share portfolio performance updates, address data inquiries, and support reporting requirements.
  • Collaborate with accounting, capital markets, servicing, and operations teams to ensure data accuracy and consistency.
  • Work alongside leadership to improve the precision, clarity, and usefulness of key performance reports.
  • Maintain data accuracy by creating validation processes and reconciling information across various systems.
  • Lead special analyses, scenario modeling, and in-depth data reviews to support strategic decision-making.
  • Develop and manage financial and operational models used for forecasting, scenario planning, and portfolio assessments.

Who you are :

  • Hold a BA / BS degree in Finance, Business, Accounting, or Management.
  • Bring at least 5+ years of relevant financial analysis experience, ideally within mortgage, banking, or broader financial services.
  • Possess advanced Microsoft Office skills, including proficiency in complex Excel functions.
  • Have experience with SQL and are comfortable handling large data sets.
  • Knowledge of Secondary Marketing or Capital Markets is an added advantage.
  • Why work here?

  • Competitive compensation
  • Comprehensive medical, dental, and vision coverage
  • Paid company holidays
  • 401(k) plan with matching contributions
  • Generous Paid Time Off
  • FSA / HSA plan options
  • What does this position pay?

    Compensation is determined by several factors which may include skillset, experience level, and geographic location.

    The expected range for this role is around $110,000 base salary , with potential flexibility pending leadership approval, plus an annual bonus based on company, individual, and departmental performance. Please note this range is an estimate and actual pay may vary based on qualifications and experience.

    #LI-JN1

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    Sr Financial Analyst • Dallas, TX, United States

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