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Senior Financial Analyst

Rate

Chicago, ILFull time5-10 years$90,000.00/yr - $120,000.00/yr

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14+Important JD
Keywords
csocmortgagereportingaccountinghealthcarerefinancingtime management + 6 more

Job Description

About Guaranteed Rate Companies:

The Guaranteed Rate Companies is a leader in mortgage lending and digital financial services. Headquartered in Chicago, the Guaranteed Rate Companies has more than 7,000 employees in over 850 branches across the U.S., serving all 50 states and Washington, D.C. Since its launch in 2000, Guaranteed Rate Companies has helped more than 1 million homeowners with home purchase loans and refinances, with a total loan volume of more than $116 billion in 2021 alone. The company has cemented itself as an industry leader by introducing innovative technology, offering low rates and delivering unparalleled customer service. Honors and awards include: Top Lender for Online Service for 2018 by U.S. News & World Report; Best Mortgage Lender for Online Loans and Best Mortgage Lender for Refinancing by NerdWallet for 2021; HousingWire’s 2020 Tech100 award for the company’s industry-leading FlashClose℠ technology; No. 3 ranking in Scotsman Guide’s 2021 list of Top Retail Mortgage Lenders; Chicago Agent Magazine’s Lender of the Year for six consecutive years; and Chicago Tribune’s Top Workplaces list for seven consecutive years. Visit rate.com for more information.


Pay Range: $90,000-$120,000 annually


Responsibilities:

  • Gather and analyze data in order to make financial or business recommendations
  • Prepare monthly financial and quarterly financial statements
  • Research and communicate results with management.
  • Track and analyze fluctuations in expenses and revenues
  • Ad hoc projects and analytic reporting requests
  • Assist in preparation of investor certifications, warehouse renewals, and monthly covenant calculations


Qualifications:

  • Bachelor's degree in Accounting or Finance required
  • Public Accounting experience preferred.
  • CPA designation preferred.
  • Experience in SEC Reporting and SOC Reporting a plus.
  • Experience in Mortgage or Financial Services preferred, but not required
  • Financial Reporting and Analysis experience preferred
  • Advanced knowledge of Microsoft Office with an emphasis on Excel
  • Possess strong business acumen with the ability to effectively address both financial and operational challenges.
  • Excellent communication and interpersonal skills, with proven ability to take initiative.
  • Strong organizational, time management, problem solving, and multi-tasking skills
  • Attention to detail, data driven and hands-on.
  • Ability to work independently and as a team member
  • Capability of dealing with multiple personalities at all levels of the organization/department
  • Proven aptitude to learn quickly and handle a fast-paced, fluid workload



Rate is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason, as protected by law.



The company offers a comprehensive benefits program to eligible employees, including eligibility to participate in a company-sponsored 401(k); vacation benefits; eligibility for medical, dental, vision, and prescription drug benefits; flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts); life insurance and death benefits; critical care insurance; personal accidental insurance; commuter benefits; pet insurance; certain time off and leave of absence benefits; well-being benefits (e.g., employee assistance program); and other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources).

Please click this link to learn more about our benefit offerings for Washington State: https://www.rate.com/careers/open-positions/disclosures


Applications are being accepted on an ongoing basis.

About The Company

Rate

The mortgage and finance company that can get you approved in as little as one day. NMLS ID: 2611 Donate to help us fight ALS at RateALS.com Operating as Guaranteed Rate, Inc. in New York. Guaranteed Rate, Inc. D/B/A Rate; NMLS #2611; For licensing information visit www.nmlsconsumeraccess.org www.rate.com/licensing • AZ: Arizona Mortgage Banker License #0907078 • CA: Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act • GA: Residential Mortgage Licensee #20973 • NJ: Licensed by the N.J. Department of Banking and Insurance • NY: Licensed Mortgage Banker - NYS Department of Financial Services, 750 Lexington Ave. Suite 2010, New York, New York 10022, Licensed Mortgage Banker - NYS Department of Financial Services, 750 Lexington Ave. Suite 2010, New York, New York 10022. Doing business in New York as Guaranteed Rate, Inc. • RI: Rhode Island Licensed Lender • TX: www.rate.com/texas-consumers-how-to-file-complaint. CO: Regulated by the Division of Real Estate. Licensed by the New Hampshire Banking Department. OR: Licensed and Regulated by the Department of Consumer and Business Services Licensed by the Pennsylvania Department of Banking and Securities.

Company Size5000-10000
Founded2000
HeadquartersChicago, IL
IndustryFinancial Services
TypePrivately Held
SpecialitiesResidential Mortgage Lending, refinancing, low mortgage rates, FHA loans, home mortgages, first time home owner loans, fixed rate mortgages, and jumbo loans

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