Position Description

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HomeCareers

Senior Financial Analyst | Remote
Location Remote
Job Code 650304
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Who We Are:

Cardinal Financial is a nationwide direct mortgage lender that focuses on creating solutions for our borrowers, partners, and employees—to provide the very best experience. We are genuine and hard-working individuals who are not scared to improve and intentionally push beyond what is considered “good enough”
Looking to join a growing company that values its people, innovates and expands on its proprietary technology? Apply below!

Who We Need:

The Senior Financial Analyst will be a key member of the financial planning team, dedicated to delivering comprehensive financial analysis and performing monthly financial forecasting and planning activities. In a dynamic setting, you will work closely with your team to perform in-depth financial analysis and generate accurate and insightful reports.

What You Will Do:

  • Perform in-depth financial analysis to uncover trends and insights, guiding strategic decisions for the Distributed Retail channel.
  • Maintain and update the company's financial models for accurate forecasting, reflecting ongoing business changes.
  • Generate daily and monthly management reports on key performance indicators to monitor and communicate operational performance.
  • Prepare monthly financial and operational forecasts with variance analyses to identify performance gaps and opportunities.
  • Translate financial results into actionable insights for operational improvement, emphasizing a strategic approach to financial metrics.
  • Lead productivity and profit improvement initiatives, identifying areas for enhancement and spearheading projects to capitalize on these opportunities.
  • Provide ad hoc reporting and analysis to support immediate decision-making needs across the organization.
  • Monitor financial results and estimates during closing periods, identifying discrepancies and assisting the corporate accounting team in resolution efforts to ensure financial accuracy and compliance.

What You Need:

  • BS/BA in Accounting or Finance required with an MBA or CPA preferred.
  • 3-5 years experience with financial planning and forecasting required, preferably in the mortgage industry.
  • Experience with complex financial models.
  • Advanced proficiency in Excel is required.
  • Proactive problem solver, expected to present problems and recommendations simultaneously.
  • Excellent written and oral communication skills, including the ability to communicate the results and implications of the analytic efforts.
  • Ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment.
  • Ability to thoroughly question the information provided by others in a non-adversarial manner.
  • Detail oriented with insight to determine applicability of big picture analysis.

What We Offer:

  • Strength, Stability, and Vision
  • Great compensation package
  • Opportunity for career growth
  • A commitment to be a relevant market leader - we are aiming for the top!
  • Octane, our engineered proprietary technology that is transforming the mortgage industry
  • An empowered culture where your ideas are important and your voice matters
  • Full Benefits, beginning the first day of the month following your start date, including – Medical, Dental, Vision, Life, Disability Insurance, and much more
  • Generous paid time off package that also includes all major holidays
  • 401K w/ 50% match - Beginning the 1st of the month following 30 days of employment

Cardinal Financial is an Equal Opportunity Employer. We respect and aim to empower individuals and support the diverse cultures, perspectives, skills, and experiences within our workforce. California residents click here to review Cardinal's California Employee Privacy Policy & Notice at Collection. The expected base salary for this position ranges from seventy one thousand dollars to one hundred thousand dollars, determined based on the applicant's experience, skillset, education, training, certificates, and licenses.