Financial Analyst II
- San Diego, CA
- $28.00-43.00 per hour
- Permanent
- Full-time
- 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.
- 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 - Proactive attention to each person
- Integrity - Do and say what's right
- Respect - Treat others with dignity
- Collaboration - Listen and work together
- Learning - Seek knowledge and strive for improvement
- Excellence – Deliver the unexpected