Mortgage Financial Analyst

Overview:

Are you interested in joining a company culture where accountability, top performance, and teamwork are valued and rewarded? Tri Pointe Homes is dedicated to insightful design and superior craftsmanship, we are setting a new standard in homebuilding and customer experience.
If this sounds like a career for you, apply to be a part of our great team.

Tri Pointe Connect, the mortgage affiliate of Tri Pointe Homes, is looking for an experienced individual to join our talented group as a Mortgage Financial Analyst working a hybrid schedule in our Scottsdale, Arizona office.
Must be located in Arizona.

Position Highlights:
Assists the mortgage leadership team in preparing financial and operational forecasts, reports, models and analyses to improve overall operational effectiveness for Tri Pointe Connect, the mortgage affiliate of Tri Pointe Homes.

Position Responsibilities:

• Utilize knowledge of the Tri Pointe Connect brand to prepare financial analysis on key operating results.
  
• Prepare month end variance analysis.
  
• Design, create, and deliver timely and accurate standard periodic reporting and ad-hoc reporting on various operational and financial metrics, providing analysis and interpretation as required and requested.
  
• Prepare monthly journal entries related to actual vs budget re-classifications and company financial activity
• Monitor and investigate gross margin variances/trends of backlog and closed loans.
  
• Develop and track key operational and financial performance metrics against the Companys strategic objectives.
  
• Monthly review of detail budgeted job and direct costs versus actual performance.
  Suggest changes to project-level budgets based on cost-to-complete assumptions.
  
• Assist the development of all aspects of the annual business plan by working with key managers cross-functionally, including but not limited to Sales/Production, Operations, IT, Lenderworks (third party vendor) and various other vendors.
  
• Assist in developing updated quarterly forecasts/projections.
  
• Analyze current and historical financial results, perform variance analysis of key metrics, identify trends, and recommend actions.
  
• Assist leadership with special projects related to profitability, business planning, operational efficiency, and decision making.
  
• Assist in developing new improved ways to collect competitive and internal financial and market data including, but not limited to data collection and reporting.
  Seek to find ways to automated processes, reports and applications where feasible and practical.
  
• Monitor key performance indicators specific to individual departments and provide high impact analysis to the leadership team.
  
• Create financial models and analysis to support strategic initiatives, identifying trends, risks, and potential areas for improvement.
  
• Assist team members with forecasts, budget management, and performance analysis
• Other duties and special projects as assigned.
  

Position Qualifications:

• Bachelors degree in Accounting or Finance required.
  
• A minimum of 3 years of successful experience in a Financial Analyst position or other related fields.
  Recent MBA graduate preferred.
  
• Proven experience in financial reporting, data analysis, report writing, and business intelligence.
  
• Demonstrated strategic and creative thinking ability.
  
• Advanced Excel skills and ability to create financial models.
  
• Knowledge of U.
  S.
  GAAP and SOX.
  
• Thorough knowledge of the mortgage industry/terminology.
  
• Experience with Mortgage production FP&A and loan servicing.
  
• Knowledge of JD Edwards, Salesforce, Hyphen Solutions desired.
  
• Knowledge of Encompass, Loan Vision, Optimal Blue, Tableau, Power BI, strongly preferred.
  
• Demonstrated high level of attention to detail.
  
• Demonstrate intellectual curiosity and highly analytical.
  
• Desire to apply analytical skills to understand and/or tell a story.
  
• Demonstrated self-driven initiative, problem solving and decision-making skills
• Proven team player with the ability to guide and influence cross-functional team members.
  
• Excellent communication and relationship building skills written, verbal and interpersonal.
  

At Tri Pointe Homes, we are intentional about fostering an environment where you, and all individuals, are encouraged to be their authentic selves.
We embrace individuality and strive to be consciously inclusive of different backgrounds, experiences, and perspectives in every aspect of our business.
We believe our companys strength relies on the diversity of the team and the unique, innovative ideas everyone contributes.

Pursuant to the California Consumer Privacy Act of 2018, if you are a California resident, you have the right to know the categories of personal information that we collect about job applicants, employees and their emergency contacts and beneficiaries, and independent contractors.
Please click here for a description of our personal information collection practices.

We are an Equal Opportunity Employer, which means we make employment decisions based on merit and qualifications and are committed to providing equal opportunities for all applicants and employees without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex, sexual orientation, gender identity or expression, veteran status, genetic information, or any other characteristic protected by applicable federal, state or local laws.

We will endeavor to make a reasonable accommodation to the known physical or mental limitations of a qualified applicant with a disability unless the accommodation would impose an undue hardship on the operation of our business.
If you believe you require such assistance to apply for an open position or to participate in an interview, please let us know.