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Senior Financial Analyst

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Schaumburg

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

100000.00 - 120000.00 USD / Year
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Job Description:

As a Senior Financial Analyst, you will provide critical support to our leadership team by transforming complex data into clear, actionable insights that drive strategic and operational decisions.

Job Responsibility:

  • Deliver accurate, timely financial reporting and performance metrics to empower decision-making across the company
  • Build and maintain financial reports, models, and dashboards to monitor sales, profitability, and operational efficiency
  • Analyze internal performance data and broader mortgage market trends to support accurate forecasting and strategic planning
  • Prepare executive and management-level presentations that clearly communicate complex data and business insights
  • Prepare and manage Quarterly Mortgage Call Report (MCR) filings through NMLS, ensuring accuracy, completeness, and compliance with regulatory requirements
  • Conduct ad hoc analysis and scenario modeling to evaluate executive requests, new product developments, opportunity analysis, and margin profitability
  • Implement automation and identify opportunities to streamline processes, increase reporting efficiency, and enhance data accessibility and accuracy
  • Continuously bring forward innovative ideas to improve the company's analytics, decision-making tools, and business insights

Requirements:

  • Strong ability to communicate data-driven insights and influence stakeholders at all levels of the organization
  • Proficient at extracting, integrating, and analyzing data from multiple systems, with the comfort to develop assumptions when necessary
  • Skilled in cross-functional collaboration with both technical and non-technical colleagues
  • Advanced financial modeling and analytical capabilities
  • Excellent time management and attention to detail, with the ability to effectively juggle multiple priorities
  • A self-starter equipped with a growth mindset and the flexibility to adapt to new business needs and technologies
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • 5+ years of experience in financial analysis, business intelligence, or similar analytical roles
  • Advanced Excel proficiency with a strong ability to manipulate large, complex datasets
  • Experience with business intelligence platforms (Cognos preferred) is required

Nice to have:

  • Prior experience in the mortgage industry
  • Familiarity with Encompass LOS
What we offer:
  • medical
  • vision
  • dental
  • life
  • disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
April 11, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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