Financial Reporting Analyst

Summary

Join NEO Home Loans, a Better company, and redefine the homeownership experience. We are dedicated to unlocking people’s full financial potential by providing clarity, transparency, and consistency throughout the loan process. As a Financial Analyst, you will analyze financial data, prepare financial statements, ensure compliance with GAAP, and collaborate with finance and business teams. You will also contribute to budgeting, forecasting, and continuous improvement initiatives. We offer a comprehensive benefits package including a $0 medical plan premium, flexible PTO, mental health support, fertility and family care benefits, and more. Join our dynamic team committed to excellence and innovation.

Requirements

• Bachelor's degree in finance, accounting, or a related field
• Proven experience as a financial analyst or in a similar role, preferably in the mortgage industry
• Strong understanding of financial reporting principles, GAAP, and regulatory compliance
• Proficiency in financial modeling and data analysis using tools such as Excel
• Excellent analytical and problem-solving skills
• Detail-oriented with a focus on accuracy

Responsibilities

• Analyze financial data, trends, and performance indicators to provide insights to management
• Prepare variance analysis and explain key drivers affecting financial results
• Prepare and assist in the production of accurate and timely financial statements in accordance with accounting standards and regulatory requirements
• Ensure compliance with Generally Accepted Accounting Principles (GAAP) and other applicable regulations
• Compile and validate financial data from various sources to support reporting requirements
• Conduct thorough data checks to ensure accuracy and resolve discrepancies
• Prepare and distribute financial reports to internal and external stakeholders
• Customize reports to meet specific needs and requirements of different audiences
• Collaborate with finance and business teams to contribute to the budgeting and forecasting processes
• Provide input on financial assumptions and projections
• Conduct ad hoc financial analysis and provide decision support to management
• Assist in special projects as assigned by senior leadership
• Identify opportunities to enhance financial reporting processes and contribute to continuous improvement initiatives
• Implement best practices to streamline reporting workflows

Preferred Qualifications

• Adopts NEOs values in work behavior, decision making, contributions and interpersonal interactions
• Promotes interdepartmental communication and culture
• Lead, develop and motivate the team across all locations and operational functions
• Continued focus to ensure all families (Internal and External) are receiving the best possible service

Benefits

• Benefits eligibility effective DAY ONE
• $0 medical plan premium offering coverage nationwide paired with our Health Savings Account that includes an employer contribution
• Additional Medical, dental, vision plan options also all with nationwide coverage
• Flexible PTO
• Immediate virtual mental health support by licensed therapists for our employees and their eligible dependents age 6 and up! First few visits at no cost to you!
• Personalized care for every fertility and family care journey for our employees and their partner!
• Dependent care benefits (i.e. childcare and/or elder care costs) and commuter benefits both include a company match!
• Discount programs and perks including pet Insurance!