SR FINANCIAL ANALYST

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Job description

Overview

Financial Planning and Analysis (FP&A) plays a critical role in providing budgeting, forecasting (P&L and cash) and financial support and analysis for Bayview Asset Management's divisions and the hedge funds it manages. The Senior Financial Analyst will be a key member of the FP&A team responsible for supporting existing reporting and analytic tools, provide solutions to new challenges, and be part of strategic projects. This role will report to the AVP - FP&A and provide on-going support & solution improvements. This role offers ample unique growth opportunities to enhance your career in FP&A, and will have direct communication with senior business leaders. The candidate needs to be solution oriented, while delivering timely and high-quality results with an ability to pursue multiple concurrent initiatives and work collaboratively with business and finance team members.

DUTIES & RESPONSIBILITIES:

Responsibilities include, but are not limited to, the following:

• Participate in FP&A group's companywide annual P&L budgeting process.
• Provide support in Day 5 analytics on hedge fund P&L.
• Aid finance and accounting team in developing, automating, and maintaining regularly used reports and financial models (balance sheet, P&L and cash flow statements).
• Work closely with Accounting and Finance departments to ensure that planning assumptions are aligned with accounting and reporting standards, and coordinate changes as necessary to support planning assumptions.
• Collaborate with finance and business unit partners to understand business problems/needs, e.g. system issue, enhancement request, or a new project.
• Provide detailed variance analysis to management.
• Prepare business process flows and functional specifications for custom reports, interfaces, and workflows.
• Provide clear, concise and timely communications on critical issues that involve the department.
• Proactively partner with other departments and team members to promptly resolve issues.
• Aid in monthly/quarterly accounting close activities, including expense research, revenue estimation and Profit and Loss attribution.
• Extract data from databases to create presentable reports, charts and graphs.
• Participate in ad hoc projects as assigned.

EDUCATION & EXPERIENCE:

• 5+ years related experience in FP&A/Corporate Finance department.
• Strong financial analysis and experience in forecasting, budgeting, and variance analysis.
• Ability to develop and maintain data management systems and spreadsheets with a high focus on detail and accuracy.
• Excellent verbal and written communication skills.
• Accounting consolidation background helpful.
• Expert skill level with computer software programs such as Microsoft Excel and Access with particular focus on financial modeling and use of advance functions (Pivot Tables, Power Pivot, Arrays, Lookups, etc.). Excel VBA and SQL Server experience preferred.
• High skill level with computer software programs such as Microsoft PowerPoint and Word.
• Ability to translate large amounts of data into useful information and actionable conclusions.
• Ability to analyze complex financial information.
• Ability to design and prepare detailed (but concise), clearly written Financial reports and analysis.
• Ability to think strategically and operate effectively with management.
• Possess a high level of motivation and demonstrated aptitude in problem solving and financial analysis, with a strong attention to detail.
• Extensive and successful experience working in a multi-unit environment.
• Familiarity with Business Intelligence (BI) reporting tools.
• Mortgage and/or Financial industry experience strongly preferred.

Bachelor's degree in accounting, finance or related business concentration required.

CERTIFICATIONS:

Master's degree or CPA designation preferred.

Responsibilities

Qualifications