Financial Analyst - Remote

Overview

We are seeking a rigorous, high-performing Financial Analyst to join our FP&A team. This is not a back-office data entry or sales operations role. You will take direct financial ownership of our Mortgage business unit while providing critical cross-divisional support to our BPM business unit. You will partner with operational leaders, execute complex month-end processes, and drive the financial narrative for your primary division.

In Short

• Business Unit Ownership: Own P&L forecasting, monthly revenue projections, and variance analysis specifically for the Mortgage Business Unit.
• Operational Modeling: Build and own dynamic financial models from scratch to project revenue, forecast capacity, and analyze margin impacts.
• Cross-Divisional Close Support: Provide targeted month-end close execution for the BPM business unit.
• Month-End Execution: Execute core month-end financial tasks, including complex cost allocations and journal entry validations.
• Strategic Partnering: Collaborate directly with department heads to update actuals and build precise projections.
• Executive Reporting: Support weekly revenue flash calls with accurate financial data.
• Process Optimization: Drive targeted improvement initiatives to streamline FP&A processes.
• Other job responsibilities as assigned.

Requirements

• Education: Bachelor's degree in Accounting or Finance
• Experience: 1 to 3 years in public accounting, PE-backed FP&A, restructuring, or corporate finance.
• Technical Skills: Advanced Microsoft Excel skills and ability to build financial models from scratch.
• Financial Acumen: Deep understanding of accounting principles and the three financial statements.
• Systems: Ability to navigate and extract data from BI platforms like Qlik.
• Bonus: Experience with NetSuite ERP is a strong advantage.

Benefits

• Employment is contingent upon completing and passing a background check.
• MetaSource is an equal opportunity employer.