Financial Analyst

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Job Summary:

Financial Analyst

Key Responsibilities:

bank reconciliations

Investigate and resolve reconciliation differences by liaising with internal teams and banking partners.

transactions

Ensure all transactions comply with company policies, accounting standards, and regulatory requirements.

Assist in automation initiatives and process improvements related to reconciliation activities.

production, accounting, and technology teams

audit-ready documentation

Prepare regular reports and dashboards highlighting reconciliation status, exceptions, and aging items.

Query and extract data from relationship database to produce reports and refresh on a daily basis

Required Skills and Qualifications:

bank reconciliation

Strong understanding of mortgage loan cycles, escrow accounting, and settlement processes.

Microsoft Excel

Experience with reconciliation tools and mortgage origination platforms is a plus.

Analytical mindset with excellent attention to detail and problem-solving skills.

Strong communication and coordination abilities across cross-functional teams.

Intermediate knowledge of SQL, can extract data and build logic on top of raw dataset

Finance

Preferred Qualifications:

US-based financial institutions or servicers

Exposure to cash management functions.

GAAP