Senior Financial Analyst
Key Mortgage Services
full-time
Posted on:
Location Type: Hybrid
Location: Schaumburg • Illinois • United States
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Job Level
Tech Stack
About the role
- Deliver accurate, timely financial reporting and performance metrics to empower decision-making across the company.
- Build and maintain financial reports, models, and dashboards to monitor sales, profitability, and operational efficiency.
- Analyze internal performance data and broader mortgage market trends to support accurate forecasting and strategic planning.
- Prepare executive and management-level presentations that clearly communicate complex data and business insights.
- Prepare and manage Quarterly Mortgage Call Report (MCR) filings through NMLS, ensuring accuracy, completeness, and compliance with regulatory requirements.
- Conduct ad hoc analysis and scenario modeling to evaluate executive requests, new product developments, opportunity analysis, and margin profitability.
- Implement automation and identify opportunities to streamline processes, increase reporting efficiency, and enhance data accessibility and accuracy.
- Continuously bring forward innovative ideas to improve the company's analytics, decision-making tools, and business insights.
Requirements
- Strong ability to communicate data-driven insights and influence stakeholders at all levels of the organization.
- Proficient at extracting, integrating, and analyzing data from multiple systems, with the comfort to develop assumptions when necessary.
- Skilled in cross-functional collaboration with both technical and non-technical colleagues.
- Advanced financial modeling and analytical capabilities.
- Excellent time management and attention to detail, with the ability to effectively juggle multiple priorities.
- A self-starter equipped with a growth mindset and the flexibility to adapt to new business needs and technologies.
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 7+ years of experience in financial analysis, business intelligence, or similar analytical roles.
- Prior experience in the mortgage industry is preferred.
- Advanced Excel proficiency with a strong ability to manipulate large, complex datasets.
- Experience with business intelligence platforms (Cognos preferred) is required, and familiarity with Encompass LOS is a strong plus.
Benefits
- Medical
- Dental
- Vision
- 401k with matching
- PTO & VTO
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial reportingfinancial modelingdata analysisscenario modelingautomationdata integrationExcelbusiness intelligenceperformance metricsregulatory compliance
Soft Skills
communicationinfluencecross-functional collaborationtime managementattention to detailself-startergrowth mindsetadaptability