Position Summary:

The primary responsibilities for this position include: pre-close analysis and review of all branch P&L’s, working with the sales managers and the accounting department to ensure that all branch P&L’s are stated correctly prior to the general ledger closing, assist all sales managers with the annual business plan, monthly/quarterly forecasts, monthly variance analyses, and complete various special projects.

Major Responsibilities:

1. Review and analyze all branch P&L’s before distributing to sales managers. Work with the managers to make P&L corrections to ensure an accurate profitability calculation, which is tied to compensation.
2. Analyze financial data and key operating results and report these to Production Managers and Senior Management
3. Assist Division managers and sales managers with business plans and forecasts
4. Support all production managers’ financial and information needs
5. Report on variances to prior month, budget, and forecast for the entire Production business
6. Special projects and analyses as business needs dictate

Education:

Bachelor degree in Finance, Accounting, or General Business

Knowledge/Skills:

1. Proven ability to effectively communicate with all levels of management within the company (written and oral communication)
2. Five years of strong experience with financial analysis, financial reporting, and budgeting
3. Advanced knowledge of Microsoft Office applications
4. Ability to manage multiple projects simultaneously (self-prioritizing)
5. Organized, self-motivated, and flexible to deal with a changing environment
6. Some mortgage banking experience preferred
7. Experience with client server based financial systems

Financial Reporting Manager

Position Summary:

The primary responsibilities for this position include: develop a monthly performance reporting package, provide accurate & timely financial reporting to executive management and the corporate finance team, interface with corporate financial planning to ensure development and implementation of sound management accounting practices for the business, and possibly manage a staff of financial analysts.

Major Responsibilities:

1. Design and preparation of the monthly Performance Package including financial results and analysis, key business indicators and analysis
2. Review preliminary month-end results and coordinate any modifications to the results with accounting, financial management MIS, and corporate finance
3. Work with the executive officers and business managers of the business to develop guidance for the annual business plan and monthly/quarterly forecasts, incorporating corporate guidance.
4. Work with the Financial Management Training & Development Manager to develop, plan, and implement automation projects
5. Work with the Financial MIS Manager and business managers to obtain information (in required format) for preparation of the monthly business review
6. Special Projects and Ad Hoc Analysis/Reporting

Education:

Undergraduate degree in Finance or Accounting, with an MBA preferred

Knowledge/Skills:

1. Experience in Financial Reporting for all aspects of the Mortgage Banking Business (minimum of 3-5 years experience with MBA and 5-7 years experience without an MBA)
2. Advanced knowledge and experience in the use of Microsoft products
3. Experience in financial modeling
4. Experience in the use of client server based financial systems
5. Ability to communicate effectively with all areas of the corporation

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