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Senior Financial Analyst- Manager of Budget 

About the Organization Since 1986 LERETA's nationwide team of real estate tax and flood professionals has provided the mortgage and insurance industries the fastest, most accurate and complete access to property tax and flood information across the nation. With 5.8 million tax loans and over 12 million flood loans under service, LERETA is an industry leader committed to service excellence and providing cost-effective solutions to customers.  
Open Date 12/5/2018  
Position Senior Financial Analyst  
Full-Time/Part-Time Full-Time  
Exempt/Non-Exempt Exempt  
Category Tax&Flood  
Location Covina  
Req Number TAX-18-00536  

Summary Objective

The Senior Financial Analyst will partner with senior management to track and guide company performance and implement new cloud software for the FP&A team. Ideal candidates will have experience in FP&A and some exposure to real estate or financial technology industries. This position reports directly to the FVP of FP&A with regular interaction across the C-Suite.

Essential Functions

Budgeting & Planning - 30%

  • Responsible for forecasting, budgeting, and variance analysis company-wide
  • Provide monthly, quarterly, and annual reporting of financial performance to senior management and Executive Committee
  • Build and maintain advanced corporate financial models
  • Develop financial models to assess ROI, company valuation, EBITDA, and cash impacts of capital and software development investments
  • Generate dashboards and provide other reporting and metrics

Product Cost and Margin Analysis - 20%

  • Model and analyze unit economics to provide Executive Committee and Board with company-wide product cost and margin reporting
  • Develop complex financial models to asses margin impacts for new and existing products and propose strategic customer pricing for Executive Committee approval.

Ad-hoc Projects - 20%

  • Performs ad hoc financial analysis and modeling as needed

Mergers & Acquisitions - 15%

  • Provide support for Acquisition analysis including valuations, advanced modeling, and financial due diligence

Financial System Development - 15%

  • Provide guidance, project management, and analysis for financial planning system development including ORACLE Enterprise Planning & Budgeting Cloud Service, SAP Concur, Salesforce, LERETA internal enterprise data warehouse, and others as needed
Position Requirements

Required Education and Experience

  • High level of proficiency with forecasting, modeling, financial systems, data, analytics, accounting, corporate valuations, financial services, and software development.
  • Strong communication skills and attention to detail.
  • Minimum 5-8 years combined experience in investment banking, corporate finance / FP&A, accounting with a large audit firm, or financial consulting.
  • MBA, Masters of Accounting or Finance, and/or CPA

Preferred Education and Experience

  • Expert level excel skills with SQL experience a plus.
EOE Statement We are an Equal Employment/ Affirmative Action Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.  

This position is currently not accepting applications.

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