Genstone Financial · 2 weeks ago
Power BI Reporting Analyst
Farmers Branch, TX
Full-time
Hybrid
Mid Level
$75K/yr - $90K/yr
3+ years expGenstone Financial is a diversified real estate services company that offers a complete range of home ownership products and services. They are currently seeking a Client Reporting Analyst to support investor relations by preparing financial reports and ensuring compliance with regulatory standards.
Financial Services
Responsibilities
Preparing and delivering a comprehensive suite of monthly accounting reports tailored to the needs of assigned clients
Compiling and validating financial data, ensuring timely and accurate reporting, and maintaining compliance with client-specific requirements and regulatory standards
Processing loan transfers and performing detailed reconciliation of servicing transactional data
Serving as a point of escalation for complex issues, including discrepancies in loan data and reporting anomalies
Qualification
Required
Bachelor's degree in Business or related field (or equivalent combination of years of experience with High School Diploma/GED) required
3+ years' experience in Investor Reporting or Investor Accounting required
3+ years' experience with data visualization platforms like PowerBI, Tableau, or similar
2+ years' experience in the mortgage industry, including servicing, processing rules, and guidelines
Proven ability to work effectively in a fast-paced, deadline-driven environment
Strong skills in the MS Office Suite with advanced Excel skills for data compilation and analysis
Strong verbal and written communication skills
Strong interpersonal skills
Strong analytical skills
Strong problem-solving, data collection, analysis, and decision-making skills
Solid decision-making abilities coupled with sound judgment
Strong time management skills
Ability to prioritize numerous tasks and manage shifting priorities
Client-focused with strong execution skills and results orientation
High level of precision with attention to detail and consistency
Flexible, open to change, and able to learn new things quickly
Ability to work in a collaborative environment and provide guidance for working groups
Preferred
Familiarity with custodial account reconciliation and expected cash testing
Experience with Black Knight MSP
Benefits
Medical, Dental, and Vision Insurance
Company Paid Life Insurance
Disability Insurance
Pet Insurance
401(k) Program with Employer Matching
3 Weeks Paid Time Off (PTO)
Paid Holidays
Wellness Initiatives
Employee Assistance Program
Eligible for Hybrid Work Schedule with Remote Flex Days
Company
Genstone Financial
At Genstone Financial, we specialize in providing smart, accessible loan solutions for both homeowners and real estate investors.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase