Sr. Financial Analyst jobs in United States
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Freedom Mortgage · 8 hours ago

Sr. Financial Analyst

Freedom Mortgage is a company that focuses on mortgage loan origination and servicing. The Senior Financial Analyst will collaborate with Corporate Finance leadership to conduct financial analyses, prepare performance reports, and support strategic initiatives within the company.

Financial ServicesInsuranceMortgage
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H1B Sponsor Likelynote

Responsibilities

Preparation of monthly performance reporting by division/department; evaluation of trends in financial performance; Assist with preparation of presentations for senior management’s monthly business and forecast review meetings
Analyses of mortgage loan origination volumes, margins, historical trends, servicing portfolio data, fees, etc
Deep-dive into department expenses and computation of accounting journal entries for month-end closings
Assistance with forecasting processes and taking ownership of portions of the financial forecast models, including P&L, cash flow, supporting performance metrics, schedules/analyses and commentary, while ensuring high quality, accuracy and timeliness
Conduct ad hoc analyses
Support team of financial analysts by training and coaching
Work to streamline and constantly improve financial and reporting processes
Comply with all company policies and procedures
Maintain regular and punctual attendance
Performs other related duties as assigned

Qualification

Advanced Excel skillsFinancial modelingForecastingMortgage loan knowledgeAnalytical problem-solvingFinance/accounting knowledgeData queryingCommunication skillsRelationship buildingInitiative

Required

Analytical problem-solving and sound decision-making ability (i.e. define a problem, collect data, establish facts and draw valid conclusion)
Ability to analyze quantitative and qualitative information and translate into strategic deliverables
Advanced Excel skills with proficiency in financial modeling and forecasting
Technical proficiency in querying data for standard reporting deliverables and to conduct various ad-hoc analyses
Thorough understanding of mortgage loan product types and key loan data elements
Deep knowledge of finance/accounting functions and processes
Ability to create and manage project benefits and cost benefit analyses
Ability to work in a fast-paced, challenging, environments while maintaining strong attention to detail and high-level of accuracy
Demonstrate initiative and ability to manage increasing workload effectively and work creatively to streamline and improve financial processes
Ability to build strong relationships with business partners
Demonstrate self-driven ownership of processes or projects and ability to manage effective execution
Proven written and oral communication and ability to interface with senior management
Bachelor's degree in finance or accounting with demonstrated academic achievement
Minimum of Three (3) years previous experience in finance/accounting roles. Five (5) years strongly preferred, with heavy emphasis on financial planning and analysis deliverables (Budgeting, Forecasting, Month-End Close, Staff Capacity Planning)
Prior finance experience supporting corporate departments a plus, but not required

Company

Freedom Mortgage

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Freedom Mortgage is a full-service mortgage lender with strong customer service and a unique streamlined process.

H1B Sponsorship

Freedom Mortgage has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (25)
2023 (36)
2022 (75)
2021 (88)
2020 (27)

Funding

Current Stage
Late Stage
Total Funding
$1.55B
2025-08-20Debt Financing· $500M
2023-06-27Debt Financing· $1.05B

Leadership Team

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Stan Middleman
President, Chief Executive Officer
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Steven Fasman
Executive VP & Executive Advisor to the CEO
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Company data provided by crunchbase