Financial Analyst

Founded in 2000, Plaza Home Mortgage, Inc. is a privately owned, full-service national lender, offering Wholesale, Correspondent, Renovation and Reverse residential mortgages. Headquartered in San Diego, California, Plaza employs a network of sales associates to serve its clients nationwide.

Plaza is dedicated to building quality, long-term relationships with its mortgage broker and correspondent clients by offering comprehensive programs and exceptional customer experience.

This position is responsible for evaluating and quantifying Plaza’s profitability on numerous levels. This individual will work directly with senior executives to report trends and forecasts and determine appropriate and cost-efficient solutions to maximize the company’s net income.

Responsibilities and Duties:

• Work directly with various wholesale, retail, and correspondent channels to provide feedback and suggestions to improve the bottom line.
• Work closely with the Senior Analyst and Executive Management on detailed financial forecasts and “what if” planning tools.
• Create a variety of reports to be evaluated and acted upon by senior executives in an executive summary format.
• Work closely with internal team members to develop Excel-based models to improve productivity and efficiency.
• Assist in building business forecasting models to support planning activities for senior management.
• Prepare reports and analyses in areas such as budgets, forecasts, and financial plans.
• Coordinate with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans, trends, and forecasts.
• Identify trends and developments in competitive environments and present findings.
• Locate and collect data from appropriate sources and analyzes it to prepare meaningful and concise reports that summarize the information.
• Respond to ad hoc data requests in a timely manner and with adequate analysis on the data being presented
• Other duties may be assigned.

Qualification:

• Mortgage Banking experience and/or knowledge preferable
• Working knowledge of financial analysis tools
• Interpersonal communication skills
• Ability to articulate complex ideas to management and sales staff
• High school diploma or GED equivalent, college degree preferred in Finance, Accounting, or related field
• At least 2 years’ financial analyst experience

Work Environment: This is a hybrid position based in our San Diego office, with an expectation of 2 days onsite per week. Additional office time may be required based on team or business needs.

Compensation and Benefits:

Estimated Rate of Pay:

$125,000 - $150,000
This position is full-time; exempt.

The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.

In addition, Plaza offers a competitive benefits package; including medical/dental/vision, paid time off and holidays, 401(k), life and pet insurance. Plaza also offers additional benefits such as an employee friends and family loan and an employee assistance program that includes a variety of discounted services.

Plaza is an EEOC employer and follows all federal, state, and local laws relating to fair employment.

Plaza Home Mortgage, Inc. is committed to preventing, stopping and remedying all forms of discrimination that occur in its workplace. Managers are accountable for keeping Plaza's workplace free from discrimination and ensuring that Plaza provides equal employment opportunity for all in the workforce and for those seeking to become members of Plaza's workforce.

Plaza's employees are protected by laws designed to protect employees from discrimination on the bases of race, religion, color, sex, pregnancy, gender identity, sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, or any other non-merit based factor. These protections extend to all management practices and decisions, including recruitment and hiring practices, appraisal systems, promotions, and training and career development programs. Plaza's employees are also protected against retaliation if they engage in a protected activity, whistleblowing, or the exercise of any appeal or grievance right provided by law.

This information is provided by Plaza Home Mortgage, Inc. as a courtesy to its mortgage professional clients and the public and is meant for instructional purposes only. None of the information provided is intended to be legal advice in any context. Plaza does not guarantee, warrant, ensure or promise that information provided is accurate. Terms and conditions of programs and guidelines are subject to change at any time without notice. Any unauthorized use or distribution of this information is strictly prohibited. This is not a commitment to lend. ® 2024 Plaza Home Mortgage, Inc. Plaza Home Mortgage and the Plaza Home Mortgage logo are registered trademarks of Plaza Home Mortgage, Inc. All other trademarks are the property of their respective owners. All rights reserved. Plaza Home Mortgage, Inc. is an Equal Housing Lender. Plaza NMLS 2113

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