Note: The job is a remote job and is open to candidates in USA. Rate is a retail mortgage lender providing technology-driven mortgage and homeownership financing services. The Financial Reporting Analyst will support financial reporting activities, including preparing standalone and consolidated financial statements, reporting packages, regulatory filings, technical accounting memos, audit support, and financial analysis.
Responsibilities
- Work closely with the SVP of Finance and Chief Accounting Officer to develop entity financial statements, including preparing internal and external reporting packages
- Research and resolve day-to-day financial reporting issues and assist with new and technical transactions to ensure proper application of US GAAP and industry reporting requirements
- Assist in the creation of financial reporting-related policies and procedures, including reporting templates and KPI reports
- Responsible for various monthly close activities, which includes
- Track and analyze fluctuations in expenses and revenues and provide insightful financial analysis, including budget to actual, and actual to industry standards
- Ad hoc projects and analytic reporting requests
- Assist in preparation of investor certifications, warehouse renewals, and monthly covenant calculations
- Coordinate and prepare yearend financial GAAP financial statements for annual audit
- Assist in validating data points from accounting system and point of sale systems
- Collaborate with various departments and other department heads on providing financial information for regulatory audits and examinations
Skills
- • Bachelor's degree in Accounting or Finance required
- • Advanced knowledge of Microsoft Office with an emphasis on Excel
- • Possess strong business acumen with the ability to effectively address both financial and operational challenges
- • Excellent communication and interpersonal skills, with proven ability to take initiative
- • Strong organizational, time management, problem solving, and multi-tasking skills
- • Attention to detail, data driven and hands-on
- • Ability to work independently and as a team member
- • Proven aptitude to learn quickly and handle a fast-paced, fluid workload
- • Public Accounting experience preferred
- • CPA designation preferred
- • Experience in Mortgage or Financial Services preferred, but not required
- • Financial Reporting and Analysis experience preferred
Benefits
- For eligible employees in remote postings or Washington State job postings: participation in a company-sponsored 401(k)
- For eligible employees in remote postings or Washington State job postings: vacation benefits
- For eligible employees in remote postings or Washington State job postings: medical benefits
- For eligible employees in remote postings or Washington State job postings: dental benefits
- For eligible employees in remote postings or Washington State job postings: vision benefits
- For eligible employees in remote postings or Washington State job postings: prescription drug benefits
- For eligible employees in remote postings or Washington State job postings: healthcare flexible spending accounts
- For eligible employees in remote postings or Washington State job postings: dependent day care flexible spending accounts
- For eligible employees in remote postings or Washington State job postings: life insurance and death benefits
- For eligible employees in remote postings or Washington State job postings: critical care insurance
- For eligible employees in remote postings or Washington State job postings: personal accidental insurance
- For eligible employees in remote postings or Washington State job postings: commuter benefits
- For eligible employees in remote postings or Washington State job postings: pet insurance
- For eligible employees in remote postings or Washington State job postings: certain time off and leave of absence benefits
- For eligible employees in remote postings or Washington State job postings: well-being benefits, including an employee assistance program
- For eligible employees in remote postings or Washington State job postings: legal planning assistance
- For eligible employees in remote postings or Washington State job postings: identity theft protection
- For eligible employees in remote postings or Washington State job postings: wellness resources
Company Overview
Company H1B Sponsorship