Hybrid Senior Financial Analyst On-Site bei Newrez
Newrez · Coppell, Vereinigte Staaten Von Amerika · Hybrid
- Professional
- Optionales Büro in Coppell
Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications.
We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.
POSITION SUMMARY
The Sr Financial Analyst will play a critical role in driving the financial planning and analysis process, supporting budgeting, forecasting, and strategic decision-making. This individual will partner with cross-functional teams to provide insights, identify trends, and improve financial performance. Operates with moderate independence.
DESCRIPTION
Duties and Responsibilities
· Manage reporting, budgeting, and forecasting for assigned business units, functions, or projects.
· Develop models and dashboards to forecast and analyze KPIs and
performance; report key drivers to stakeholders.
· Provide financial insights, evaluate initiatives, build business cases, and support leadership decision-making.
· Execute planning activities under manager guidance.
· Prepare management reports with variance, KPI, and financial commentary.
· Identify cost optimization and process improvement opportunities.
· Support long-range planning and scenario analysis.
· Deliver ad-hoc financial analysis and reporting.
· Perform related duties as assigned.
Qualifications and Education Requirements
- Bachelor’s degree in finance, Accounting, Economics.
- MBA, CFA, or CPA preferred.
- 3+ years of experience in FP&A, ideally mortgage related.
Skills, Abilities, and Knowledge
- Strong Excel and reporting skills; familiar with BI tools and financial systems.
- Solid grasp of accounting fundamentals.
- Experience with ERP and planning tools (e.g., SAP, Oracle Hyperion, Anaplan, Workday Adaptive).
- Strong analytical, communication, and problem-solving skills.
- Demonstrates ownership and accountability.
REVISION HISTORY
Last Updated: 7/8/2025
Additional Information:
While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.
Company Benefits:
Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them!
Medical, dental, and vision insurance
Health Savings Account with employer contribution
401(k) Retirement plan with employer match
Paid Maternity Leave/Parental Bonding Leave
Pet insurance
Adoption Assistance
Tuition reimbursement
Employee Loan Program
The Newrez Employee Emergency and Disaster Fund is a new program to support our team members
Newrez NOW:
Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee
Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions
Equal Employment Opportunity
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.
