Financial Planning Analyst

Company: Disability Solutions
Location: Westlake Village
Posted on: April 19, 2024

Job Description:

Job Title:Financial Planning AnalystLocation:CA - Westlake VillageWhat you'll do:AmeriHome is seeking a Financial Planning Analyst to join its Corporate Finance team. This is a challenging role within the Financial Planning and Analysis team requiring complex problem solving skills in managing multiple high profile priorities, possess a keen attention to detail and possess the ability to work through ambiguous situations. The successful candidate must have a demonstrated track record of achievement in driving successful projects and exhibiting strong interpersonal / communication skills with multiple business partners. Key responsibility areas include forecasting, budgeting, data analysis, documentation, among others. The ideal candidate should be passionate about accountability, aspire to high standards, detail oriented, adaptable with changing priorities and help the department and organization in driving results through continuous improvement initiatives.What we are looking for: Responsibilities: Develop a thorough understanding of mortgage concepts and processes

• Source detailed financial information for use with financial modeling and reporting
• Perform comprehensive data analysis with financial information on various analytical platforms
• Prepare, maintain and enhance complex financial models to prepare for annual budgeting as well as monthly forecasts
• Develop standardized financial and operational reporting, including key metrics and dashboards for dissemination to executive management and internal stakeholders
• Partner with management and business partners to develop tracking reports and perform financial analysis that drives the forecast process and supports strategic decision making
• Conduct in depth analyses in support of executive finance business reviews
• Work to continuously improve controls, validations and to streamline the reporting and modeling process
• Develop and maintain comprehensive control policies and procedure documents to ensure the integrity of the forecast and reporting processes
• Assist in special projects and ad-hoc analysesQualifications:
  • Bachelor's degree in Finance, Accounting, Economics, Computer Science or related field; Master's is a plus
  • 1-2 years or equivalent of relevant accounting or finance experience
  • CFA, FRM or CPA is a plus
  • Strong financial analytical skills with the ability to clearly present and report
  • Excel skills with a proficiency with the MS Office suite (Powerpoint, Word, etc.)
  • Knowledge of SQL or similar database platform
  • Mortgage experience is a plus
  • Data analysis skills to provide insights, feedback and perspective on operational and financial performance
  • Clearly communicate and present complex subject matter to various audiences
  • Ability to work independently and comfortably with incomplete information and adapt to changing requirements in a fast-paced environment
  • Proactive problem solver, expected to present problems and recommendations simultaneously
  • Commitment to excellence and high level of motivation and initiative
  • Maintain high level of trust and integrity under strict confidentiality
  • Proven ability to prioritize quickly and deliver results with a strong track record of managing deliverables from multiple parties to meet challenging deadlinesCompensation: Salary range for new hires is generally $102,276.00 - $120,325.00 for Westlake Village, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.Benefits you'll love:We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!About the company:Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.-- Western Alliance Bancorporation

Keywords: Disability Solutions, Los Angeles , Financial Planning Analyst, Accounting, Auditing , Westlake Village, California