What are the responsibilities and job description for the Senior Financial Analyst position at CV Resources?
CV Resources is partnering with a large national mortgage retail lender for a Senior Financial Analyst. The right candidate will have several years of modeling experience, be highly proficient in excel and (preferably) Essbase and/or Workday Adaptive, with a keen eye and attention to detail.
This role has high visibility with the SVP, Finance and the Chief Financial Officer.
Responsibilities
- Financial Planning and Analysis: Leads the aggregation of the annual budget, and drives the recurring forecasts, and long-term financial models. Analyzes and interprets financial data to provide insights and recommendations to senior management.
- Performance Reporting: Prepares and presents comprehensive financial reports, including variance analysis and key performance indicators. Tracks and reports on financial performance against budget and forecast.
- Strategic Decision Support: Collaborates with cross-functional teams to provide financial insights for strategic initiatives. Conducts ad-hoc financial analysis to support decision-making.
- Cost Management: Identifies cost optimization opportunities and implements strategies to improve efficiencies. Monitors and analyzes departmental and organizational expenses.
- Financial Modeling: Develops and maintains complex financial models to support business planning. Evaluates the financial impact of various scenarios and initiatives.
- Risk Management: Assesses and mitigates financial risks through proactive analysis and strategic recommendations.
- Stakeholder Communication: Effectively communicates financial insights and recommendations to non-financial stakeholders. Collaborates with colleagues within finance and business unit leaders to ensure financial goals align with overall company objectives.
- Performs other duties and projects as assigned.
Requirements
- Bachelor’s degree in finance or accounting required, and a minimum of four (4) years’ experience in a Financial Analyst or Business Analyst role.
- Familiarity with relational databases (SQL, Oracle) including the ability to easily extract raw data is required.
- Experience in the Financial Services industry is a must; Mortgage industry highly preferred.
Experience with Workday Adaptive Planning is preferred.
