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Senior Analyst, Financial Analysis & Valuation


The role of the Financial Analysis & Valuation (FAV) team is to support the financial and operational reporting needs of Divisional & Senior Leadership through accurate, timely and high-quality analysis. The team is involved in a number of functions, with the primary responsibilities focused on Financial Forecasting and Business Unit Analysis. Duties related to Financial Forecasting center on the management of a complex set of excel-based financial forecast models and forward-looking projections, for the various PNMAC corporate entities. A strong understanding of Accounting and Finance concepts including Balance Sheet, EPS & ROE are expected for the role.?


Business Unit Analysis involves managing financials for a particular business unit and any additional ancillary financial needs of the department (examples include but are not limited to profit & loss reporting, headcount management, profitability analyses, strategic alignment, and ad-hoc financial requests). Strong inter-personal skills and industry knowledge of the particular division being managed are highly valued skills for this role.


This role involves overseeing a suite of financial/business models, and publishing forecast related performance reports. Workloads fluctuate over the year with increased expectations during key periods such as quarter closes and the annual budget season. Individuals in this role are expected to assist, and drive forward the progression of key initiatives, such as the automation of the reporting and integration to an ERP-like system that is currently underway. Sr. Analysts should also be comfortable interacting with Senior Management.


Job Responsibilities:




  • Very accountable and held to a high level of responsibility


  • Routinely build and improve the functionality and performance of new and existing reports


  • Provide guidance, support, and analysis to Executives and Senior Management on staffing, and analysis on financial performance including measuring and managing that performance through the use of appropriate reports, drivers and metrics


  • Provide accurate and timely forecasts and variance reporting to forecasts


  • Management of complex and intricate Excel-based financial models (and to a lesser extent but still expected to be comfortable navigating word and power point)


  • Automation and Integration of the function to a pre-designated ERP system, a key requirement in 2016+




Job Description


  • Oversee the development of the annual forecast and budget

  • Provide guidance, support, and analysis to divisions on staffing and financial performance including measuring and managing that performance through the use of appropriate drivers and metrics

  • Take ownership of monthly operational profit and loss statements to ensure reporting accurately reflects any changes to the business?s operations

  • Management of complex and intricate Excel-based financial models

  • Perform other related duties as required and assigned



  • Demonstrate behaviors which are aligned with the organization?s desired culture and values



Ideal Candidate will have the following:


  • Skills & Abilities: (Include any required computer skills, regulatory knowledge, certifications, licenses, languages, etc.)

  • ?

  • Must possess a high comprehension of financial concepts, a strong analytical mindset, and the ability to express and convey information proficiently using all forms of communication

  • Experience within the mortgage industry as well as knowledge of the related businesses and operations is strongly recommended

  • Advanced Excel spreadsheet and modeling skills

  • Strong financial systems and business application skills including SAP, Essbase, Excel, Access, (SQL and VBA a plus) and PowerPoint

  • High level of enthusiasm, innovation and dedication

  • Extremely high attention to detail and ability to multi-task


 

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