Sr. Financial Analyst - Ardn Inc.

Sr. Financial Analyst - Ardn Inc.

The financial analyst will manage the title agent acquisition process, lead due diligence, and provide financial planning analyses. The role requires clear communication of analysis results and collaboration with leadership to enhance workflow and set strategic direction. The financial analyst will also ensure compliance with company policies, monitor market trends, and provide financial variance explanations.

Essential functions include overseeing and managing all aspects of the title agent acquisition process from start to finish, leading due diligence efforts to assess the financial and operational viability of potential targets, providing core financial planning analyses, creating financial models that can support business decision making, and developing regular forecasts and budgets for the business segments.

The financial analyst will also aggregate large amounts of financial data while also taking into account factors like financial market trends and past transactions of a similar nature for the development of key analyses / models. They will perform ad-hoc analyses to support executives with the information needed to drive business goals successfully and communicate / present results of analysis in a clear manner, along with the ability to interact comfortably across organizational levels.

Other essential functions include assisting in the fiscal processes to ensure compliance with company policies and procedures, collaborating with leadership to enhance workflow and provide business solutions, partnering with key leaders to set financial & strategic direction for the business function / unit, serving as the key participant in the annual budget and quarterly forecast process for the assigned business function / unit, monitoring and reporting on key market / geographical and competitor trends, initiating analysis of spending, returns of investments, trends, and metrics for the assigned business function / unit, providing both written and verbal financial variance explanations, publishing monthly financial, variance explanations, and other needed performance reports and participating in the recurring calls to review / discuss, assisting in the disbursements originating from the assigned business function / unit, identifying any needed accounting procedures, workflows, models, and / or systems to improve the financial process, analyzing, educating, and recommending changes to accounting operations policies and procedures, describing and explaining the financial stability of Westcor / Ardan to lenders / borrowers / law firms to gain approval for transactions, participating in special projects, ad hoc information gathering, and / or reporting requests from leadership, and establishing and maintaining an effective system for maintaining accounting files and records.

Competencies include being a self-starter and results-oriented with strong accounting and financial skills, effective decision making and problem solving in a deadline-driven environment, prioritizing and organizing efficiently, excellent analytical, multi-tasking, and interpersonal skills, and strong attention to detail.

Education, formal training, and experience include a Bachelor's degree in Accounting or Finance or equivalent training and related work experience, and 3-5 years of finance experience with a well-established mid-sized to large organization with relevant experience in performing financial and business analyses, business presentations to executive teams, financial modeling, and communication across organizational levels.

Physical demands include being mostly sedentary and requiring the ability to sit for long periods each day, regularly required to communicate orally, use hands and fingers to type, handle, and reach, operate office machinery such as a computer, phone, copier, printer, etc in the commission of daily duties, and specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and the ability to adjust focus.

We offer some great perks including health, dental, and vision benefits, employer-paid disability and life insurance, flexible spending accounts, 401K with company match, paid time off and company-paid holidays, and wellness resources.

Work environment characteristics include a usually moderate noise level and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.