American Pacific Mortgage is hiring: FINANCIAL ANALYST in Sacramento

JOB DESCRIPTION

Job Title: Financial Analyst

Department: Production

Reports to: Head of Production

FLSA Status: Non-Exempt

Prepared By: Human Resources

Prepared Date: August 29, 2022

Management

Approval: Head of Production

Summary: The Financial Analyst is responsible for providing financial analysis support to various levels of management, including branch management and corporate management.

Essential Duties & Responsibilities:

• Analyze financial data and provide forecasting support for various levels of the organization.
• Assist in preparation of weekly, monthly, and quarterly financial analysis schedules of actual versus budget variances.
• Provide financial analysis support for various levels of management. (Branch Managers and Corporate Management)
• Develop ad hoc reports, special studies and financial analysis which drive the behavior of the business.

Supervisory

Responsibilities: None

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Competencies: To perform the job successfully, an individual should demonstrate the following competencies:

Problem Solving – Superior analytical, evaluative, and problem-solving. Identifies and resolve problems promptly; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics.

Interpersonal Skills – Ability to work in an environment that is rapidly changing, where processes and procedures are in development.

Oral Communication – Ability to present ideas in business-friendly and user-friendly language. Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; participates in meetings.

Written Communication – Writes clearly and informatively; edits work for spelling and grammar; presents numerical data effectively; able to read and interpret written information.

Teamwork – Ability to motivate in a team-oriented, collaborative environment. Contributes to building a positive team spirit.

Attendance/Punctuality – Is consistently at work and on time, ensures work responsibilities are covered when absent. Awareness and reliability of timelines for the timely and accurate reporting of financial performance.

Dependability – Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; complete tasks on time or notifies appropriate person with an alternate plan.

Initiative – Exceptionally self-motivated and directed. Intellectual curiosity with a willingness to learn and develop new skills and processes.

Innovation – Displays original thinking and creativity; generates suggestions for improving work.

Education & Experience:

• Bachelor’s degree in areas of Accounting and Finance or related field of study or equivalent years of experience.
• Minimum 1-year financial analysis experience or equivalent education
• Strong analytical ability with a high degree of accuracy required
• A solid, demonstrated understanding of GAAP accounting required.
• Willingness to learn the operational side of the APM organization.

Skills:

Language Skills: Ability to read and interpret documents and writes routine correspondence. Ability to speak effectively with customers/vendors or other employees.

Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.

Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situation.

Computer Skills: Advanced knowledge of MS Excel required.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to walk and stoop.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level and temperature in the work environment is usually moderate.

This job description does not promise or imply that the functions listed are the only duties to be performed or that the position may not change or be eliminated.

Employees are always expected to follow their manager/supervisor’s instructions and to perform the tasks requested by their manager/supervisor.