Develop complex ad hoc financial analysis in support of key business decisions, including but not limited to cost-benefit, ROI, and other analyses.
Collects and analyzes financial information for assigned accounts, products or product lines, or business units in order to track the organization's progress against financial goals.
Reports current or expected financial performance and creates financial models to guide decision making.
Analyzes cash flow, expenditures, revenue, depreciation, and investments to make recommendations for action and/or modifications regarding financial procedures, plans, and controls.
Assists in the preparation of monthly, quarterly, or annual financial statements and required reporting for Lending division.
Provide analytical support to senior members of the team on profit and loss modeling and provide extensive data consolidation across multiple systems.
Reconcile key forecast variances from reporting data and key business systems.
Collaborate and coordinate on budgets, forecasts, month end reporting, and ad hoc analysis that will support management decision making throughout the organization.
Work cooperatively with existing IT analytics resources, systems, and related analysts.
Develop meaningful trends and reports from raw system data with strong data mining skills; make recommendations to senior management.
Consolidate data from multiple sources and ensure all information in reporting packages is accurately represented to management and staff.
Provide analytics on a wide variety of assignments, including cash flow modeling, risk analysis, asset valuation, and other performance statistics.
Identify process improvement opportunities while delivering timely and zero-defect analyses and reports with minimal support.
May function as a lead or subject matter expert in absence of manager.
Support the development of presentations for senior leadership.
Perform other duties as assigned.
Requirements
Bachelor’s degree in finance, accounting, business or equivalent
A minimum of five (5) years financial analysis experience in mortgage or real estate related industry required.
Mortgage lending is a strong preference.
Experience interacting with corporate accounting and human resource compensation departments preferred.
Must possess financial modeling experience.
This position is hybrid which requires going into the Anaheim or Aliso Viejo office on a periodic basis to meet with the finance team and/or lending executives.
Benefits
Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
Customized training programs to help you advance your career.
Employee referral bonuses so you’ll get paid to help Carrington and Vylla grow.
Educational Reimbursement.
Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates.
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