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Senior Financial Planning & Analysis Analyst

U.S. Financial Technology

Role overview

Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or related field
  • Minimum of 5 years in Financial Planning and Analysis supporting business or technology areas
  • Knowledge of FPA processes, financial systems, corporate reporting and consolidation

Responsibilities

  • Supports the Finance Manager and Director in executing enterprise-level planning, budgeting, forecasting and management reporting
  • Coordinates with business partner FPA team to prepare and validate consolidated planning, budgeting and forecasting
  • Supports the development of financial models and runs scenario analyses under the FPA Manager / Director’s guidance
  • Maintains FPA systems, executes data uploads and reconciliations, and supports system enhancements and process improvements

Key facts

Hard skills

Corporate Financial Reporting Project Management Risk Management

Other skills

  • Forecasting
  • Budgeting
  • Analytical Thinking
  • Communication

About the company

U.S. Financial Technology logo

U.S. Financial Technology

Mortgage & Real Estate Finance

Unknown

Company details

IndustryMortgage & Real Estate Finance
Company sizeUnknown

Links

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Job description

OVERVIEW:

 

The Company

 

U.S. Financial Technology (U.S. FinTech) is seeking an experienced Senior Financial Planning and Analysis Analyst to join our team of talented professionals. This is a full-time remote opportunity. 

 

U.S. FinTech built and operates the largest and most advanced mortgage securitization platform in the world, supporting the Uniform Mortgage-Backed Security (UMBS) of Fannie Mae and Freddie Mac.

 

Supporting 70% of the mortgage-backed securities in the market, U.S. FinTech provides best-in-class single-family issuance, bond administration, disclosure, and tax services. We support a broad portfolio of products for our clients with full lifecycle management.

 

Our market-leading, cloud-based, end-to-end platform executes transactions on an extraordinary scale which has bolstered liquidity in the secondary mortgage market, one of the largest and most important financial markets in the world. Our unique approach to securitization combines the best minds in financial services with the know-how, flexibility, and innovation of leading technologists.

RESPONSIBILITIES :

 

Job Information

In this critical role, the Sr. Associate supports the Finance Manager and Director in executing enterprise-level planning, budgeting, forecasting and management reporting and analysis, including developing materials for reporting to Executive Committee, and the company's Board of Managers. The Sr. Associate is a key contributor in maintaining the financial planning system, developing the system roadmap and implementing business process and system enhancement initiatives.


Key Job Functions

  • Coordinates with business partner FP&A team to prepare and validate consolidated planning, budgeting and forecasting. Supports the development of planning and forecasting material.
  • Supports the Manager of FP&A in creating reporting packages, works closely with business partner FP&A and accounting teams to gather inputs and validate data accuracy, and contributes analytical commentary and performance insights.
  • Supports the development of financial models and runs scenario analyses under the FP&A Manager / Director’s guidance to support decision-making and executive discussions.
  • Maintains FP&A systems, executes data uploads and reconciliations, and supports system enhancements and process improvements under the Manager's direction.
  • Works closely with business partner FP&A and accounting teams to gather inputs, consolidate data, and ensure accurate financial reporting.
  • Supports risk management activities within FP&A, including and not limited to: process risk assessment, Process Procedure and RCM updates, RCSA, KI reporting, Data Governance.
QUALIFICATIONS:

 

Education   

  • Bachelor’s degree in Finance, Accounting, Economics, or related field;
  • CPA or MBA in Finance or similar degree preferred.

Minimum Experience  

  • Minimum of 5 years in Financial Planning and Analysis supporting business or technology areas.
  • Applicants must be authorized to work in the US without requiring employer sponsorship currently or in the future. U.S. FinTech does not offer H-1B sponsorship for this position.

Specialized Knowledge & Skills     

  • Knowledge of FP&A processes, financial systems, corporate reporting and consolidation. Passion for operational excellence.
  • Project Management – Plans, coordinates, and executes complex financial initiatives and system enhancements efficiently.
  • Analytical Problem-Solving – Uses quantitative and qualitative analysis to identify root causes, optimize outcomes, and solve complex business issues. Effectively challenges others assumptions and redirects thinking.
  • Executive-Level Communication – Clearly communicates insights, recommendations, and financial implications to senior executives.
  • FP&A Systems Proficiency – Maintains and optimizes financial planning and reporting systems to ensure accurate and efficient processes.

Pay Range $105,000 to $123,500

U.S. FinTech's pay range for this job level is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) a candidate’s qualifications, skills, competencies, and experience, as well as internal equity, alignment with market data, applicable bargaining agreement (if any), or other law. U.S. FinTech offers a competitive total compensation package, which includes a performance bonus, 401k match, healthcare coverage, PTO, and a broad range of other benefits.

 

Employment

As a condition of employment with U.S. Financial Technology, any successful job applicant will be required to  successfully complete a background investigation, which may also include a credit check for positions in some areas of our business.   

     

U.S. Financial Technology is an Equal Opportunity Employer.

 

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Marcus Rivera

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