Financial Analyst

Cornerstone Capital Bank

Financial Analyst aiding financial reporting and data analysis at Cornerstone Home Lending. Responsibilities include budgeting, operational metrics, and collaboration with business leaders for informed decisions.

Posted 7/21/2026full-timeRemote • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong analytical skills and attention to detail in financial analysis and reporting, with proficiency in Microsoft Excel and experience in data management. Capable of collaborating across departments to support business initiatives and ensure compliance with financial regulations.

Highest-signal resume keywords

Financial AnalysisMicrosoft Excel ProficiencyData ManagementAttention to DetailCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisBudgetingForecastingData AnalysisFinancial ReportingSpreadsheet CreationOperational Metrics MonitoringProfit and Loss Statement ReviewTrend IdentificationProcess Improvement

Soft Skills

Analytical SkillsProblem-SolvingOrganizational AbilitiesTime ManagementDesire to Learn

Tools & Technologies

Microsoft ExcelPower BISQLTableau

Industry Keywords

Mortgage LendingFinancial ServicesAccounting PrinciplesKPI MonitoringData Integrity

Tech Stack

Tools & technologies

SQLTableau

About the role

Key responsibilities & impact

Assist with the preparation of monthly management reports and dashboards
Support the creation of quarterly and annual financial reports
Compile and analyze financial and operational data for management review
Assist in reviewing branch profit and loss statements for accuracy and completeness
Support budgeting and forecasting processes
Gather, organize, and maintain large datasets from multiple sources
Perform basic financial analysis and reporting
Create and maintain spreadsheets, reports, and presentations
Assist with ad hoc reporting requests from management and business partners
Help monitor key performance indicators (KPIs) and operational metrics
Identify trends and anomalies within financial and operational data
Ensure accuracy and integrity of financial and reporting data
Collaborate with internal departments to gather information and support business initiatives
Comply with all applicable laws, regulations, and company policies related to mortgage lending
Participate in process improvement initiatives and analytical projects

Requirements

What you’ll need

Bachelor's degree in Finance, Accounting, Economics, Statistics, Mathematics, Business Analytics, or related field
0–2 years of experience in financial analysis, accounting, business analytics, or related field
Strong proficiency in Microsoft Excel, including formulas, pivot tables, and data analysis
Basic understanding of financial statements and accounting principles
Strong analytical and problem-solving skills
Excellent attention to detail and organizational abilities
Ability to communicate findings clearly and effectively
Ability to manage multiple priorities and meet deadlines
Strong desire to learn and grow within financial planning and analysis
Experience with Power BI, SQL, Tableau, or other reporting tools is preferred but not required
Mortgage banking or financial services experience is a plus

Benefits

Comp & perks

Medical
Dental
Vision
Accidental Death
Long-Term Disability
Short-Term Disability
FSA
HSA
401K
Basic Life
Voluntary Life
Paid Parental Leave