Lead Financial Analyst

Lead Financial Analyst

About Us:

Title Resources Group—the underwriter built for the real estate industry—is one of the nation's largest title insurance underwriters, according to the American Land Title Association's 2024 market share data. On a mission to provide knowledgeable and responsible underwriting solutions to a growing network of title insurance agents and strategic partners across America, TRG is dedicated to growing lifelong relationships and maintaining quality through integrity and financial stability. TRG recently completed its acquisition of Doma Holdings Inc. Lennar Corp has joined Anywhere Real Estate Inc., HomeServices of America (a Berkshire Hathaway affiliate), Opendoor Technologies Inc., and Centerbridge Partners as owners of TRG. Rated by Demotech and A.M. Best for its strong financial stability and operational excellence, TRG has maintained profitability every fiscal year since its inception, without recording a net operating loss. For more information, please visit www.TRGUW.com.

• Everyone is welcome at TRG. We know diverse teams build a stronger Organization and we are committed to creating an inclusive culture built on a foundation of respect for all individuals. We strongly encourage candidates from non-traditional backgrounds, historically marginalized or underrepresented groups to apply.

About the Role:

The Lead Financial Analyst – Corporate FP&A is a senior individual contributor role and the primary consolidation point for the company’s financial planning and reporting. This role brings together inputs from business units, and corporate cost centers (IT, G&A) into a unified corporate view. The Lead Financial Analyst ensures accurate budgeting and forecasting, prepares consolidated reporting for executive leadership and private equity partners, and supports Board and lender materials.

Beyond reporting, this role will be expected to dig into results, generate insights, and stand up scalable FP&A processes in a lean and rapidly maturing finance organization. It is a highly visible position, providing leverage to the Director of Finance and enabling stronger accountability and decision-making across the business.

Key Responsibilities

Budgeting & Forecasting

• Serve as the consolidation hub for the company, integrating inputs from Regional FP&A, sister business units, and corporate cost centers (IT, G&A) into a single corporate view.
• Own corporate consolidation for the annual budget and forecasts.
• Partner with IT and G&A leaders to build and manage cost center budgets.
• Support scenario planning, consensus analysis, and sensitivity modeling.
• Ensure budget and forecast align to strategic and operational goals.

Analysis & Insights

• Dig into financial results to identify key drivers of performance, emerging risks, and opportunities for margin expansion.
• Build KPI dashboards (e.g., revenue per file, margin per file, overhead efficiency) to support accountability and decision-making.
• Translate financial analysis into clear, actionable recommendations for executive audiences.

Collaboration & Business Partnering

• Work with cost center owners (IT, G&A) and business units to explain results.
• Partner with Regional & Production FP&A to ensure aligned narratives across profit centers and corporate.
• Support the Director of Finance in delivering insights and materials for CEO and Board discussions.

Process Improvement & Enablement

• Stand up new FP&A processes, reporting tools, and templates to support the company’s financial maturity.
• Automate and standardize recurring deliverables to free capacity for insight and analysis.
• Contribute to finance system improvements and AI-enabled reporting initiatives.

Education & Experience Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 4–6 years of progressive experience in FP&A, corporate finance, or related field.
• Strong financial modeling, consolidation, and variance analysis skills; advanced Excel required.
• Advanced PowerPoint skills with proven ability to create clear, executive-ready presentations (Board/CEO/PE audiences).
• Experience with ERP and reporting tools (NetSuite, Solution 7 preferred).
• Demonstrated ability to move beyond reporting to generate insights and recommendations.
• Communication and presentation skills; able to simplify complex financial information for executives.
• Proven ability to work across functions and manage multiple deliverables in a fast-paced, private equity–backed environment.
• Big 4 audit or advisory experience preferred, or equivalent background demonstrating strong analytical rigor and exposure to complex financial environments.