Job Description

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications.

We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.

Primary Function

The Financial Analyst is responsible for the maintenance of financial reporting along with creation of new reporting when applicable. In addition to the stabilization of reporting this role will be focused on supporting ad hoc financial analyses and the analysis of revenue & cost control measures.

Must be able to do significant modeling and variance analysis.

We are looking for someone who has advanced / expert level Excel skills

Must also have experience in FP&A

Principal Duties

  • Maintenance and enhancement of all ongoing management reporting. This is including (but not limited to) preparation of monthly Income Statements and various monthly reporting decks.
  • Creation of any new management reporting which is centered around financials.
  • Assist in preparation of quarterly data requests related to SEC filings and investor presentation.
  • Fulfilling ad hoc requests related to general FP&A matters such as forecast data population, client profitability, etc.
  • Develop an understanding of servicing economics to create supplementary financial reporting.
  • Performs related duties as assigned by supervisor.

Education and Experience Requirements  

  • Bachelor’s degree.
  • 2-4 years of relevant experience in either data analysis & reporting or accounting/finance. 

Knowledge, Skill, and Ability Requirements  

  • General knowledge of finance/accounting practices.
  • Strong Excel skills with either knowledge of other reporting software or the ability to pick up new tools quickly.
  • Independent learner who can take direction and create their own vision for assignments.
  • SQL knowledge preferred

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.


Company Perks:
*     15 Paid Time Off (PTO) days and 18 after 1st anniversary!
*     9 Paid Holidays
*     Casual Workplace
*     Employee Engagement Activities

 Company Benefits:
*     Medical (including Health Savings Account & Flexible Savings Account)
*     Dental - RX - Vision - Life, Disability Insurance - 401(k) Plan with company match! - Employee Assistance Plan

*     Performance-based Incentives
*     Pet Insurance

*     Advancement Opportunities

Newrez NOW:

*     Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
*     1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
*     Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee

*     Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions

Equal Employment Opportunity 
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

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Application Instructions

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