Financial Planning Analyst
Company: Disability Solutions
Location: Westlake Village
Posted on: April 19, 2024
Job Description:
Job Title:Financial Planning AnalystLocation:CA - Westlake
VillageWhat you'll do:AmeriHome is seeking a Financial Planning
Analyst to join its Corporate Finance team. This is a challenging
role within the Financial Planning and Analysis team requiring
complex problem solving skills in managing multiple high profile
priorities, possess a keen attention to detail and possess the
ability to work through ambiguous situations. The successful
candidate must have a demonstrated track record of achievement in
driving successful projects and exhibiting strong interpersonal /
communication skills with multiple business partners. Key
responsibility areas include forecasting, budgeting, data analysis,
documentation, among others. The ideal candidate should be
passionate about accountability, aspire to high standards, detail
oriented, adaptable with changing priorities and help the
department and organization in driving results through continuous
improvement initiatives.What we are looking for: Responsibilities:
Develop a thorough understanding of mortgage concepts and
processes
- Source detailed financial information for use with financial
modeling and reporting
- Perform comprehensive data analysis with financial information
on various analytical platforms
- Prepare, maintain and enhance complex financial models to
prepare for annual budgeting as well as monthly forecasts
- Develop standardized financial and operational reporting,
including key metrics and dashboards for dissemination to executive
management and internal stakeholders
- Partner with management and business partners to develop
tracking reports and perform financial analysis that drives the
forecast process and supports strategic decision making
- Conduct in depth analyses in support of executive finance
business reviews
- Work to continuously improve controls, validations and to
streamline the reporting and modeling process
- Develop and maintain comprehensive control policies and
procedure documents to ensure the integrity of the forecast and
reporting processes
- Assist in special projects and ad-hoc analysesQualifications:
- Bachelor's degree in Finance, Accounting, Economics, Computer
Science or related field; Master's is a plus
- 1-2 years or equivalent of relevant accounting or finance
experience
- CFA, FRM or CPA is a plus
- Strong financial analytical skills with the ability to clearly
present and report
- Excel skills with a proficiency with the MS Office suite
(Powerpoint, Word, etc.)
- Knowledge of SQL or similar database platform
- Mortgage experience is a plus
- Data analysis skills to provide insights, feedback and
perspective on operational and financial performance
- Clearly communicate and present complex subject matter to
various audiences
- Ability to work independently and comfortably with incomplete
information and adapt to changing requirements in a fast-paced
environment
- Proactive problem solver, expected to present problems and
recommendations simultaneously
- Commitment to excellence and high level of motivation and
initiative
- Maintain high level of trust and integrity under strict
confidentiality
- Proven ability to prioritize quickly and deliver results with a
strong track record of managing deliverables from multiple parties
to meet challenging deadlinesCompensation: Salary range for new
hires is generally $102,276.00 - $120,325.00 for Westlake Village,
CA. Salary amount is determined by specific job location. In
addition, the role may be eligible for annual bonus/incentives
earned and restricted stock.Benefits you'll love:We offer all the
important things you'd want - like competitive salaries, an
ownership stake in the company, medical and dental insurance, time
off, a great 401k matching program, tuition assistance program, an
employee volunteer program, and a wellness program. In addition,
you'll have the opportunity to bolster your business knowledge,
learning the ins and outs of how successful companies operate and
manage their finances, giving you invaluable hands-on experience to
help grow your career!About the company:Western Alliance Bank is a
wholly owned subsidiary of Western Alliance Bancorporation.
Alliance Bank of Arizona, Alliance Association Bank, Bank of
Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank
are divisions of Western Alliance Bank; Member FDIC. AmeriHome
Mortgage is a Western Alliance Bank company.Western Alliance
Bancorporation is committed to equal employment and will consider
all qualified applicants without regard to race, sex, color,
religion, age, nation origin, marital status, disability, protected
veteran status, sexual orientation, gender identity or genetic
information. Western Alliance Bancorporation is committed to
working with and providing reasonable accommodations for
individuals with disabilities. If you are an individual with a
disability and require a reasonable accommodation to complete any
part of the application process and/or need an alternative method
of applying, please email HR@westernalliancebank.com or call
602-386-2488. When contacting us, please provide your contact
information and state the nature of your accessibility issue. We
will only respond to inquiries concerning requests that involve a
reasonable accommodation in the application process.-- Western
Alliance Bancorporation
Keywords: Disability Solutions, Compton , Financial Planning Analyst, Accounting, Auditing , Westlake Village, California
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