Senior Financial Analyst

Description

• Continuously evaluates current reports, data, trends, and results to identify and implement improvement initiatives to stream-line existing processes and improve automation through better utilization of systems. • Contribute to the development and maintenance of a consolidated data package integrating all Portfolio Finance segments • Support development of various high-level analysis, including concept development, trend identification and documentation. In addition to providing explanations and understanding intricacies of portfolio performance. • Serve as a liaison between Portfolio Services and other departments (FP&A, Accounting, TAX, SEC group and others) by ensuring proper prioritization, definition, consistent communication, accurate specifications/documentation, budgetary management, and timely delivery of end products/services. • Responsible for different aspects of forecast involving cash flow and P&L items related to mortgage portfolio. • Responsible for multiple projects in multiple settings with reduced direction from manager. Provide business overview to management in the form of meetings and presentations. • Support the preparation of the annual budget for the mortgage portfolio and monthly forecast updates with analysis of variances. Responsible for providing portfolio forecasts related to 10-Year Plans • Ensure all training materials are updated in a timely manner. • Support Portfolio Finance Management in carrying out any reasonable request. • Provide support for special projects as requested by VP of Capital Markets, VP of Portfolio Servicing, Senior Treasury management, and C-level leadership.

Skills

Financial analysis, Forecasting, sql, Financial reporting, Financial modeling, data mining, data validation, Budgeting, consolidating data, consolidation analysis, profit and loss analysis, sec reporting, ad hoc reporting, excel macros, Portfolio analysis, Analysis, cognos

Top Skills Details

Financial analysis,Forecasting,sql,Financial reporting,Financial modeling,data mining,data validation,Budgeting

Additional Skills & Qualifications

- Minimum of 4 years of related experience - B.A. degree in Finance, Business Administration, Accounting, Economics, or relevant studies preferred - Experience with product performance analysis and optimization - Experience with MS Office Suite: Excel (including modeling/analysis, charts, etc.), PowerPoint (including charts) is required - Advanced Excel modeling skills most desirable; advanced degrees and relevant certifications a plus - Preferred technical (SQL) experience and querying data - Experienced with Cognos Analytics a plus - Demonstrates the ability to conduct data testing and validation in a highly methodical and systematic manner - Ability to lead projects across multiple departments and analyze data - Ability to understand complex systems and processes - Excellent verbal and written communication skills and the ability to present to senior management and executives - Ability to prioritize and maintain workflow under tight conditions

Experience Level

Expert Level

This is a Contract position based out of Orlando, FL.

The pay range for this position is $43.27 - $48.08/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

This is a hybrid position in Orlando,FL.

This position is anticipated to close on Apr 17, 2026.

About Aston Carter:

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.