Senior Financial Analyst On-site

Shelter Lending Services LLC

Coppell, TX, United States
On-site
Bachelor's degree in finance or accounting
3+ years fp&a experience
Strong excel and reporting skills
Shelter Lending Services LLC is seeking a Senior Financial Analyst to enhance financial planning and analysis processes within their mortgage division. The role involves budgeting, forecasting, and providing financial insights to support decision-making while promoting a culture of teamwork and employee empowerment

Job Summary

  • The Senior Financial Analyst will drive the financial planning and analysis process while supporting budgeting, forecasting, and strategic decision-making.
  • Employees are empowered through recognition of superior performance and innovative solutions within a culture promoting teamwork.
  • The company offers comprehensive benefits including medical insurance, 401(k) matching, paid parental leave, and volunteer time off.

Matching Summary

Match Score: 85

Shelter Lending Services LLC is seeking a Senior Financial Analyst to enhance financial planning and analysis processes within their mortgage division. The role involves budgeting, forecasting, and providing financial insights to support decision-making while promoting a culture of teamwork and employee empowerment.

Skills & Requirements

Must-have

  • Bachelor's degree in finance or accounting
  • 3+ years FP&A experience
  • Strong Excel and reporting skills
  • Solid grasp of accounting fundamentals
  • Experience with ERP and planning tools

Nice-to-have

  • MBA, CFA, or CPA preferred
  • Mortgage industry experience
  • Familiarity with BI tools
  • Innovative solution mindset
  • Teamwork and divisional cooperation

Key Requirements

  • Bachelor's degree in Finance, Accounting, or Economics
  • 3+ years of experience in FP&A
  • Smartphone capable of installing security apps

Work Rights

Not specified

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