Overview
Join a dynamic and innovative private lending platform as a Senior Financial Analyst, where you will play a crucial role in shaping financial strategies that drive real estate development projects nationwide. This position offers a unique opportunity for career growth within a collaborative and fast-paced environment that values integrity, teamwork, and continuous improvement. You will be empowered to make impactful decisions and contribute to a culture that prioritizes inclusivity and professional development.
Responsibilities
- Oversee loan-level accounting processes to ensure accurate and timely financial reporting, including maintaining data integrity in Sage Intacct.
- Manage daily accounting operations, including accounts receivable, accounts payable, and general ledger maintenance, while supporting month-end close activities.
- Coordinate funding and cash movements with Treasury, ensuring seamless operations and effective loan-level communication.
- Conduct thorough reconciliations of loan-level activity across internal accounting and servicing records, resolving variances as necessary.
- Prepare financial data and analysis to support monthly financial reviews and assist in annual operating plan modeling and budget tracking.
- Develop and document policies and procedures to enhance internal controls and streamline loan accounting workflows.
- Collaborate with cross-functional teams to address audit requests and ensure the accuracy of financial data across departments.
Qualifications
- Must-Have:
- Bachelor's degree in accounting; CPA certification is a plus.
- 3+ years of relevant accounting experience, preferably in the mortgage or private money lending industry.
- Proficiency in loan-level accounting with strong analytical skills and attention to detail.
- Advanced skills in Microsoft Excel and experience with ERP systems such as Sage Intacct, Ramp, or Bill.com.
- Excellent time management and multitasking abilities in a deadline-driven environment.
- Nice-to-Have:
- Experience with financial modeling, variance analysis, and budget tracking.
- Strong problem-solving skills and the ability to collaborate effectively in a start-up culture.
- Familiarity with expense management software and reporting tools.
