Demo

FINANCIAL ANALYST

Lakeview Loan Servicing
Dallas, TX Full Time
POSTED ON 2/9/2025
AVAILABLE BEFORE 5/8/2025

Overview

Lakeview Loan Servicing is seeking a Financial Analyst to join our dynamic team. In this remote role, you will collaborate closely with upper management to lead corporate-level budget and forecast modeling. You will also design and implement systems and procedures that drive improvements in operational performance and variance analysis. Additionally, you will support strategic initiatives, coordinate resources, and provide insightful ad hoc analyses and recommendations to inform key decision-making and company growth.

This role offers a competitive salary range of $90,000 to $110,000, an annual bonus, medical benefits starting on day one, and a company-matched 401(k).

Responsibilities

  • Building and maintaining company's historical analysis and financial forecasting models.
  • Lead the recurring budgeting and forecasting processes and support strategic planning activities.
  • Support senior management on projects and assignments.
  • Coordinate schedules and timelines for management budget reviews and approval process.
  • Manage the communication and implementation of the approved budgets.
  • Strive for constant improvement in the functionality and user acceptance of all planning models.
  • Identify and pursue opportunities for revenue enhancement or cost savings.
  • Identify and incorporate new measures and benchmarks into the planning and on-going management review processes.
  • Develop forecasting and measurement tools that assist in predicting and measuring performance against goals.
  • Work closely with Accounting and Finance departments to ensure that planning assumptions are aligned with accounting and reporting standards, and coordinate changes as necessary to support planning assumptions.
  • Provide detail analysis on variances to Sr. Financial Management and Executive Management.
  • Identify and execute financial analysis to optimize business performance.
  • Utilize resources to coordinate analyses and reports that support field management.
  • Work closely with all corporate and field departments to solicit input and feedback for the development and implementation of new planning or company strategies, policies, and procedures.
  • Provide clear, concise and timely communications on critical issues that involve the department.
  • Proactively collaborate with other departments and team members to promptly resolve issues.

Qualifications

  • Ability to develop and maintain data management systems and spreadsheets with a high focus on detail accuracy.
  • Ability to research, prepare, and present reports.
  • Ability to establish and maintain effective working relationships with a wide range of personalities and positions, including senior executives.
  • Excellent verbal and written communication skills.
  • Strong budgeting and P&L management skills.
  • Intermediate skill level with computer software programs such as Microsoft Excel and Access with particular focus on financial modeling and use of advance functions (Pivot Tables, Power Pivot, Arrays, Lookups, etc.)
  • High skill level with computer software programs such as Microsoft PowerPoint and Word.
  • Ability to translate large amounts of data into useful information and actionable conclusions.
  • Ability to analyze complex financial information.
  • Ability to design and prepare detailed (but concise), clearly written Financial reports and analysis.
  • Ability to think strategically and operate effectively with management.
  • Ability to thrive working independently in a fast-paced and ambiguous environment.
  • Excellent troubleshooting and problem solving skills.
  • EDUCATION AND EXPERIENCE :

  • Bachelor's degree in business, computer science, mathematics, engineering, economics or statistics field is required
  • Master's degree in any of the above is preferred
  • Lakeview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.

    LI-Remote

    Salary : $90,000 - $110,000

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