Financial Analyst

Job Summary
The Financial Analyst is responsible for general accounting functions including preparation, analysis, reporting and verification of accounting records and processes, account and bank reconciliation, and participation in the monthly and annual closing.
Essential Duties and Responsibilities
Manages journal entry postings, reconciliations as well as monthly close related accounting activities. Reviews for accuracy and corrects posting entries.
Analyzes data and prepares and distributes monthly internal financial reports to Originations channel sales managers
Prepares managerial and key performance indicator reports for Originations channel sales managers.
Assists in assuring internal control procedures are followed. Creates and maintains documentation of processes, reports, applications, and procedures as per department policy.
Supports special projects and performs duties as assigned.
Position Requirements
Education
Bachelors degree in accounting or finance required.
CPA preferred.
Experience
Minimum of two (2) years accounting experience required.
Mortgage accounting knowledge preferred.
Functional/Technical Skills
Ability to work independently and communicate effectively with various internal and external stakeholders
Strong attention to detail, with a focus on identifying outliers, researching them, and obtaining resolution
Ability to multi-task and prioritize
Solid working knowledge of MS Office with a strong level of proficiency in Excel
Environmental / Physical Demands
Work is typically performed in a standard office environment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reach, handle or touch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.
Pursuant to the Americans with Disabilities Act, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Compensation & Benefits:
The wage range for this position is $54,781 - $75,323 (Planet uses factors such as credentials, skills, education, training, and geographic location when considering offers of compensation).
Our benefits package includes three comprehensive medical, two dental, and vision plan options. We provide employer paid short-term and long-term disability insurance, basic life insurance, 401(k), 11 holidays and three weeks paid time off per year. We also offer supplemental benefits including life insurance, critical illness, and accident plans.
This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice.