Reporting to the Manager of Financial Planning & Analysis, the Financial Analyst will assist in the preparation of the company’s annual operating budget as well as producing forecasts, month-end close responsibilities, financial modeling and other analysis & ad hoc reporting as needed.
Who We Are
Mortgage Assets Management, LLC (MAM) is a residential mortgage services company that specializes in the acquisition, management and surveillance of Mortgage Servicing Rights (MSRs). MAM provides advisory and support services to help clients within the housing finance industry optimize portfolio performance and profitability – currently with an emphasis on reverse mortgages and other niche products. Our talented and diverse workforce has allowed us to cement our reputation as a trusted and committed advisor to our clients and partners.
How This Role Contributes
The Financial Analyst will assist in the coordinating, conducting and documenting of the company’s annual operating budget including additional quarterly forecasting. Development, creation, administration, maintenance, analysis and communication of financial & forecasting models will be a primary function for the Financial Analyst. The Analyst will be working collaboratively with internal stakeholders and individual business units to provide trending and variance analysis, assumption reviews and other ad-hoc analysis as requested. The Analyst will need to proactively seek automation opportunities to ease in the compilation of data as well as support the strategic planning process by providing timely and accurate estimates. This is a highly visible role as the Financial Analyst will develop, prepare and maintain ongoing management reports to monitor and communicate business performance and results. Not only will the Financial Analyst be exposed to corporate financial planning and analysis but also the Analyst will gain exposure to the mortgage operations through efforts such as extracting loan level data from relevant internal systems to aid in analysis and reporting.
The Right Candidate
We are looking for a candidate who possesses a Bachelor’s degree in Economics, Finance, Accounting or related discipline coupled with up to 3 years of corporate finance experience. Proficiency with Microsoft Office software (Outlook, Word, PowerPoint) and advanced proficiency in MS Excel to include VLOOKUP’s, if statements and other financial modeling tools is required. Experience with Adaptive Insights Reporting tool & Workday G/L system is strongly preferred.
The Impact
If you are interested in a position that you have the ability to learn strategic financial planning & analysis methods while establishing a career in the financial services industry this is a great time and opportunity to join us!