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Role Description

The Sr. Financial Analyst is a key business partner to our Enterprise Portfolio Strategy department. In this role, you will provide financial insights and analysis to support the evaluation, execution, and tracking of business initiatives. You will be responsible for assessing the financial viability of new ideas, ensuring a clear return on investment (ROI), and helping to shape the future of NAF's corporate project portfolio.

• Work with internal stakeholders to determine the projected cost to execute on new ideas, including vendor costs, headcount, and other capital or operational expenses.
• Work with portfolio managers and initiative owners to track benefits realization and explain variances between expected and actual financial outcomes.
• Conduct financial analysis to support the development of realistic financial benefit projections and ROI calculations.
• Provide guidance to stakeholders on financial modeling and the key drivers of profitability.
• Collaborate with the third-party vendor management team to assess vendor costs and contract terms.
• Track the financial performance of new initiatives post-launch to ensure they are meeting or exceeding expectations.
• Develop and maintain reports to provide leadership with visibility into the financial progress of the enterprise portfolio.
• Assist in identifying research and development (R&D) tax credits for qualifying projects.
• Manage the financial capitalization process for new initiatives in accordance with accounting standards.
• Other Duties as assigned.

Qualifications

• High work ethics as well as high level of confidentiality to ensure proper handling of sensitive information.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 5+ years of experience in the mortgage industry is required.
• 5+ years of experience in corporate finance or financial planning and analysis (FP&A) role.
• Proven experience in financial modeling, ROI analysis, and cost-benefit analysis.
• Understanding of accounting principles, including capitalization and R&D tax credits.
• Excellent analytical and problem-solving skills with high attention to detail.
• Strong communication and interpersonal skills, with the ability to partner effectively with cross-functional teams.
• Self-starter with the ability to work independently in a fast-paced environment.
• Experience working directly with product development or portfolio management teams.
• Familiarity with project management and agile development methodologies.

Requirements

• Must be able to verify identity and employment eligibility to work in the U.S.

Physical Demands

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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Must be able to lift up to ten pounds.
• Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information.
• VISION: See in the normal visual range with or without correction.
• HEARING: Hear in the normal audio range with or without correction.