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Financial Analyst III

Clear Capital

Role overview

Qualifications

  • 5+ years of experience in Finance/FPA
  • Proficiency in NetSuite and expert proficiency in Excel and Google Business Apps
  • Bachelor’s degree in Accounting or Finance; CPA, CFA, or Master’s degree is highly preferred
  • Strong critical thinking and communication skills

Responsibilities

  • Serve as a strategic business partner providing financial insights across three entities
  • Contribute to financial reporting and assist with analysis related to pricing and key performance metrics
  • Collaborate with various teams on month-end close activities and project evaluations
  • Assist in the financial planning process, including budgeting and financial analysis

Key facts

Hard skills

Financial Analysis Computational Modeling Netsuite Corporate Financial Reporting Artificial Intelligence Social Influences

Other skills

  • Budgeting
  • Microsoft Excel
  • Google Applications
  • Critical Thinking
  • Collaboration
  • Communication

About the company

Clear Capital logo

Clear Capital

Mortgage & Real Estate Finance

Clear Capital was founded with the core belief that making our customers successful opens the door to impact the mortgage industry for the benefit of all. Since 2001, our willingness to adapt to changing industry needs, customer goals and evolving technology has allowed us to become a leader in property valuation management and data solutions, and we are not done yet. We provide technology platforms that speed up loan decisioning, analytics that give real time insight into the real estate market and valuation management solutions that provide professional expertise on the condition, quality and value of residential and commercial properties. But the real difference you will experience is our unwavering desire to solve your hardest problems. Over the years we have built a team of passionate people that are committed to our customers’ success. We hire the nicest, most talented staff in the industry who embrace modern techniques and never back away from a problem. We have also been fortunate to partner with a nationwide network of independent real estate professionals (appraisers, brokers and real estate agents) that know their local market and have the experience to prove it.

Company details

Company typeSME
IndustryMortgage & Real Estate Finance
Company size201 - 500

Links

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Job description

The Finance Associate supports financial planning, reporting, and analysis to help the business make informed decisions. This role assists with budgeting, management reporting, and financial analysis while helping identify opportunities to improve business performance.

What You Will Work On
  • Serve as a strategic business partner across our three entities, providing financial insights to drive cross-departmental integration, operational alignment, and consistent reporting.
  • Contribute to financial reporting and analysis across three entities, helping maintain consistent reporting and alignment between departments.
  • Assist leadership with analysis related to pricing, customer health, and key performance metrics.
  • Collaborate with the Technology team by tracking project lifecycles and assisting with the evaluation of capitalization eligibility.
  • Partner with the Accounting team on month-end close activities and help ensure financial data is accurate and complete.
  • Help implement AI and automation tools to improve financial processes and team efficiency.
  • Participate in the financial planning process, including annual budgeting, rolling forecasts, and financial consolidation.
  • Assist with financial analysis and decision support, including ROI analysis, budget-to-actual reporting, and identifying opportunities for cost savings.

    • Who We Are Looking For
  • 5+ years of experience in Finance/FP&A with a solid understanding of GAAP, financial statements, and advanced modeling concepts.
  • Proficiency in NetSuite is strongly preferred; expert proficiency in Excel and Google Business Apps.
  • A forward-thinking mindset with a demonstrated ability to leverage AI and automation to improve financial operations.
  • Strong critical thinking, communication, and influence skills to drive collaboration and influence across all levels of management.
  • Bachelor’s degree in Accounting or Finance; CPA, CFA, or Master’s degree is highly preferred.
  • Experience in technology, software, or real estate industries is highly preferred.

    • What You Can Expect
  • Compensation: The base salary for this position ranges from $95,300 - $116,700 annually, depending on your location, experience, and qualifications. Additional compensation offerings include company profit-sharing bonus program, communication stipends, and referral bonuses. 
    Inclusive benefits package offering:
  • Comprehensive medical, dental, and company paid vision insurance, 401(k) retirement plan with employer match, voluntary life and AD&D insurance options, voluntary supplemental insurances for accident, critical illness, and legal services,  paid time off (PTO) and paid holidays, employee assistance and wellness programs, company paid short term disability coverage, company contributions to health saving funds (with participation in the high deductible health plan. We offer company paid access to Galileo for virtual primary care and Rula for virtual mental health resources.
  • Through our Anniversary Program, we celebrate the meaningful milestones and long tenure that reflect how much we value your contributions and commitment to our team.
  • Career and skill development resources to help advance your career and personal growth.
  • A mission-driven environment where your work makes a measurable impact on the real estate industry.
  • Wherever it Leads, Whatever it Takes® -  No matter how remote, complex, or unexpected. Our commitment never wavers.
  • Hire NICE people - Skills can be taught but character shines through. We seek those who bring integrity, kindness, and grit.
  • Lift others up - We lead with empathy and strive to improve the lives of those around us.
  • Sweat the details - Excellence lives in the little things. Getting it just so is how we make a big impact.
  • Raise the bar -  We don’t settle for industry standards, we redefine them.

    • About Us

    Clear Capital is a national real estate analytics, data solutions and valuation technology company with a simple purpose: to build confidence in real estate decisions to strengthen communities and improve lives. Our goal is to provide customers with a complete understanding of nearly every U.S. property through our AI-driven analytics, data solutions, valuation services and automated appraisal review platforms. Our commitment to excellence - wherever it leads, whatever it takes® - is embodied by our team members across our brands and has remained steadfast in this pursuit since our first order in 2001.
     
     
    Clear Capital is an equal-opportunity employer.
     
    To all recruitment agencies: Clear Capital does not accept agency resumes. Please do not forward resumes to our jobs alias, Clear Capital employees, or any other company location. Clear Capital is not responsible for any fees related to unsolicited resumes.

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    MR

    Marcus Rivera

    Chief Revenue Officer

    m.rivera@company.com
    linkedin.com/in/marcusrivera
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