Financial Analyst II

Financial Analyst II

Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.

Position Summary

The Financial Analyst II plays an important role in the organization by performing a variety of professional activities related to the organization’s Mortgage and Finance operations. The role is responsible for business reporting and analysis that helps the management team make appropriate financial business decisions.

Compensation

This role is a non-exempt position with a Targeted Salary Range of $29/hr to $44/hr. Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant’s geographical location.

Essential Functions

• Field / Organizational Support: Works with internal stake holders, report requestors, and management to solidify requirements, discuss interpretation of reports, provide feedback, and propose actions for Deliver data so it's understandable from end user perspective.
• Field Support: Support financial management, production and operational leadership.
• Analysis: Identify, analyze, interpret, and communicate trends or patterns in complex datasets. Effectively convey opportunities, findings, and recommended action items to leadership through both verbal and written communication. Engage in meaningful discussions regarding business decisions and actions that lead to desired financial and production outcomes. Follow up on decisions made during discussions.
• Ad hoc reporting: Effectively communicate information by compiling and summarizing data- sometimes using multiple sources and creating presentation of findings utilizing all analytics tools- including but not limited to Excel, Power Point, and BI tools.
• Existing reporting: Maintain financial models/dashboards and reporting packages including but not limited to P&L, pro formas, and production and operations KPI's. Review reporting to be sure it continues to meet the needs for current processes and data collection practices.
• Data: Ensures data is accurate, consistent and reliable in all reporting created and used (including in BI tools). Help solve issues with accuracy, data integrity and data consistency.
• Data: Develop and implement data collection systems and other strategies that optimize data quality and efficiency. Maximize these efforts using technology, BI tool and other automation.
• Team Support: Support Senior Financial Analysts, Financial Management and work cross- functionally to provide support.
• Team Support: Crosstrain in the duties of other Financial Analysts and provide back-up coverage in their absence.
• Perform other duties as assigned.

Qualifications

• Bachelor's Degree in Business, Finance, Accounting, Economics, or field directly related to the position or equivalent, preferred.
• Minimum 2 years' experience in financial analysis related role(s) is preferred.
• Advanced knowledge of Accounting and Finance principles.
• Expert Excel skills required.
• Excellent verbal and written communication, organizational skills, and attention to detail.
• Excellent time management skills including the ability to prioritize and multi-task.
• Advanced understanding, interpreting, and consolidating financial statement for multiple business units.
• Advanced analytical mindset with BI tool experience and the ability to work with large sets of data (e.g. Power BI).
• Ability to adapt to a growing and dynamic environment.
• Ability to work independently as well as in a team environment to accomplish goals.
• Ability to manage communication with multiple stakeholders.
• Ability to research issues and identify solutions to problems.
• Intermediate level expertise in mortgage knowledge encompassing production, operations, and financial aspects, including processes and interconnected principals and concepts.
• Ability to complete projects within established deadlines.
• Excellent verbal and written communication skills required.
• Highly organized and detail-oriented; ability to work in a fast-paced, metrics-driven environment required.
• Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications required.
• Commitment to company values: Customer Service, Integrity, Respect, Collaboration, Learning, Excellence.

Supervision

• Job Scope: Responsible for understanding the department/functional area objectives and goals and how own job contributes to achievement of these goals; may contribute insights and ideas on policies, processes, procedures, and efficiency; may recommend changes and enhancements based on analysis and evaluation of circumstances.
• Complexity: Problems are often complex and specialized and may involve unprecedented circumstances; resolution requires investigation, analysis and review of professional/organizational standards.
• Impact: Decisions and actions have an impact on the smooth operation and timeframes of the department, programs/projects; impact on the broader organization is generally indirect.
• Interaction/Supervision: Acts as a mentor/guide to less experienced professional contributor staff in a similar role; works independently and only under general direction; guided by professional standards, desired outcomes, and project plan specifications.

Requirements

• Physical: Work is primarily sedentary; mobility in an office setting.
• Manual Dexterity: Frequent use of computer keyboard and mouse.
• Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation.
• Environmental: Office environment – moderate noise, no substantial exposure to adverse environmental conditions.
• Mental: Learn new tasks, remember processes, maintain focus, complete tasks independently, and make timely decisions in the context of a workflow.
• Schedules: Work is primarily performed during the business week, Monday - Friday.

Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match. Guild Mortgage Company is an Equal Opportunity Employer. REQ#: FINAN018151

Key skills/competency

• Financial Analysis
• Business Reporting
• Data Analysis
• Excel Expertise
• BI Tools
• Financial Modeling
• Ad Hoc Reporting
• Stakeholder Management
• Mortgage Industry Knowledge
• Problem Solving