Senior Financial Analyst On-site

Shelter Home Mortgage LLC

Coppell, TX, United States
On-site
Financial planning and analysis
Budgeting and forecasting
Financial reporting
Shelter Home Mortgage LLC is seeking a Senior Financial Analyst to manage financial planning, budgeting, and forecasting processes in Coppell, TX. The ideal candidate will have a strong background in financial analysis, particularly within the mortgage industry, and will contribute insights to improve financial performance

Job Summary

  • The Sr Financial Analyst will play a critical role in driving the financial planning and analysis process, supporting budgeting, forecasting, and strategic decision-making.
  • Manage reporting, budgeting, and forecasting for assigned business units, functions, or projects.
  • Newrez offers a comprehensive benefits package including medical, dental, vision insurance, 401(k) with employer match, and tuition reimbursement.

Matching Summary

Match Score: 85

Shelter Home Mortgage LLC is seeking a Senior Financial Analyst to manage financial planning, budgeting, and forecasting processes in Coppell, TX. The ideal candidate will have a strong background in financial analysis, particularly within the mortgage industry, and will contribute insights to improve financial performance.

Skills & Requirements

Must-have

  • financial planning and analysis
  • budgeting and forecasting
  • financial reporting
  • Excel and reporting skills
  • BI tools and financial systems

Nice-to-have

  • superior service
  • innovative solutions
  • teamwork and divisional cooperation
  • cost optimization

Key Requirements

  • Bachelor’s degree in finance, Accounting, Economics
  • 3+ years of experience in FP&A
  • MBA, CFA, or CPA preferred
  • Experience with ERP and planning tools

Work Rights

Not specified

Tailored Resume

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