Principal Financial Planning & Analysis
Core
Senior Financial Analyst responsible for monthly forecasting, management reporting, variance analysis, and building forecast models to support business decisions for Xome's real estate technology platform.
Role type
Senior IC financial planning & analysis analyst
Builds
Monthly, quarterly, and annual financial reports; forecast models; ad hoc analyses
Domain
Real estate technology / Corporate Finance
Deliverable
production ML models | dashboards & analysis
Required skills
Advanced financial modeling, Microsoft Excel, PowerPoint, financial planning tools (Workday Adaptive Planning, Oracle, TM1, Hyperion), variance analysis, month-end close support, SOX controls documentation, performance tracking
Preferred skills
CPA, CFA, or MBA; background in technology, real estate, mortgage/servicing, accounting, commercial banking, or investment banking; Workday and Power BI proficiency
Technologies
Workday Adaptive Planning, Oracle, TM1, Hyperion, Power BI, Microsoft Excel, Microsoft PowerPoint
Responsibilities
Prepare monthly, quarterly, and annual financial reporting; support month-end close and monthly forecast for revenue, cost of revenue, and operating expenses; build and maintain forecast models and ad hoc analyses; prepare and review month-end accruals and reconcile actuals to forecast; forecast capitalized costs and related depreciation/amortization; support SOX controls and documentation; track performance against key metrics and flag risks and opportunities
Seniority
Senior, hands-on IC