Planet Home Lending
Senior Financial Analyst - Financial Reporting
Planet Home Lending, Irving, TX
Job Details
Job Location
Irving TX - Irving, TX
Description
Job Summary
The Senior Financial Analyst - Financial Reporting is responsible for several functions related to the financial reporting and close process, including SEC-like Reporting and regulatory reporting. Responsible for preparation of quarterly and annual financial statements and related footnotes, and other reporting of financial information such as MD&A, earnings release, and Mortgage Bankers Financial Reporting Form (MBFRF). Also responsible for certain accounting close processes including the preparation of monthly unaudited financial statements, analyzing financial results for the period, and preparing deliverables for external auditors. Perform the final support tie-out for each period and collaborate with business partners within the Finance department and across the Company. The ideal candidate will be detail oriented and have a strong work ethic with a public accounting background.
Essential Duties and Responsibilities
Position Requirements
Education
Experience
Functional/Technical Skills
Benefits
Our benefits package includes 3 comprehensive Cigna or Kaiser medical plans, dental, and vision insurance. We provide short term and long-term disability insurance, basic life insurance, 401(k), and 10 employer paid holidays. In addition, we offer supplemental benefits to include life insurance, critical illness and accident plans.
Environmental/Physical Demands
Work is typically performed in a standard office environment. 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. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reach, handle or touch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. Pursuant to the Americans with Disabilities Act, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice.
Job Location
Irving TX - Irving, TX
Description
Job Summary
The Senior Financial Analyst - Financial Reporting is responsible for several functions related to the financial reporting and close process, including SEC-like Reporting and regulatory reporting. Responsible for preparation of quarterly and annual financial statements and related footnotes, and other reporting of financial information such as MD&A, earnings release, and Mortgage Bankers Financial Reporting Form (MBFRF). Also responsible for certain accounting close processes including the preparation of monthly unaudited financial statements, analyzing financial results for the period, and preparing deliverables for external auditors. Perform the final support tie-out for each period and collaborate with business partners within the Finance department and across the Company. The ideal candidate will be detail oriented and have a strong work ethic with a public accounting background.
Essential Duties and Responsibilities
- Responsible for preparation of quarterly and annual financial statements, including cash flows, footnotes, MD&A, earnings releases and other reporting of financial information.
- Responsible for preparation of monthly and quarterly MBFRF and other regulatory reporting.
- Prepares financial disclosures for offering memorandums.
- Develops and maintains relationships with business partners within Finance, across the company and with external auditors including managing the request and receipt of deliverables related to the quarterly and annual financial reporting.
- Performs other ad-hoc duties as assigned.
Position Requirements
Education
- Bachelor's degree in accounting
- Certified Public Accountant (CPA) license
Experience
- Minimum 2 years of public accounting experience
- SEC reporting experience preferred
- Financial services experience preferred
- Mortgage accounting experience a plus
Functional/Technical Skills
- Detail oriented with excellent organization and communication skills (both written and verbal)
- Positive attitude and dependable team player with strong leadership skills
- Ability to work effectively and efficiently within very tight deadlines
- Ability to earn the trust and confidence of business partners
- Ability to work independently and communicate effectively with various internal and external team members in multiple locations
- Experience with Workiva a plus
- Experience with Workday Adaptive or other reporting platforms a plus
- Experience with SQL SSMS a plus
- Must be comfortable working with a fast-paced growing company, and willing to take on special projects as they arise.
Benefits
Our benefits package includes 3 comprehensive Cigna or Kaiser medical plans, dental, and vision insurance. We provide short term and long-term disability insurance, basic life insurance, 401(k), and 10 employer paid holidays. In addition, we offer supplemental benefits to include life insurance, critical illness and accident plans.
Environmental/Physical Demands
Work is typically performed in a standard office environment. 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. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reach, handle or touch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. Pursuant to the Americans with Disabilities Act, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice.