Financial Analyst

About NAF & Position Summary:

New American Funding (NAF) is a mortgage lender offering an array of loan options. Established in 2003 and headquartered in Tustin, CA, United States,

Company Website: www.newamericanfunding.com To know more about NAF India click here - NAF India | New American Funding

The Financial Data Analyst will take a lead role in the team's ongoing efforts to turn data into consistent and informative reporting and analysis that supports decision making. Advanced Excel and Power BI skills are essential. This role will provide financial and analytical support with a keen ability to determine specifications and standards for business reporting and maintain data integrity.

Responsibilities:

• Support the Company's efforts to better transform financial data into insights by aligning on and designing standard dashboards, centralized reporting packages, and KPI reports as well as ongoing maintenance and review of the outputs for accuracy.

• Drive the effort to transition from Excel to Power BI as the Company's primary reporting tool,

• Develop financial schedules for analysis and review of divisional reporting.

• Collaborate with business units and executive leadership to ensure our suite of reporting is fit for purpose, and regularly reviewed to identify process improvements.

• Support the finance effort to improve upon and build out sustainable tools and processes that can be delivered and maintained for our divisional finance teams allowing the business units to focus on operational excellence.

• Ensure continuous data and reporting integrity through maintenance and administration of planning tools including proactive implementation of enhancements and a special emphasis on data validation and resolution of discrepancies between data sources.

• Maintains system protocols and user alignment by writing and updating process and procedure documentation as well as training materials.

• Support ad-hoc requests

Key Competencies:

• Minimum 2 - 5 years of experience

• SQL, Advanced Excel and Power BI skills

• Experience with driving data to insights and sustainable process in a large matrixed organization. • Strong analytical and communication skills that allow for the development of data driven reports. • Experience or background in accounting or financial planning strongly preferred.

• Ability to break down complex challenges into actionable solutions and communicate clearly and concisely

• Highly motivated, self-starter, full of initiative, team player