New American Funding · 1 week ago
Sr. Financial Analyst
United States
Full-time
Remote
Mid, Senior Level
$95K/yr - $120K/yr
5+ years expNew American Funding is seeking a Sr. Financial Analyst to join their Enterprise Portfolio Strategy department. In this role, you will provide financial insights and analysis to support business initiatives, assess financial viability, and track the performance of new projects.
Financial ServicesLendingMortgage
Responsibilities
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
Qualification
Required
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
High work ethics as well as high level of confidentiality to ensure proper handling of sensitive information
Must be able to verify identity and employment eligibility to work in the U.S
Benefits
Full time benefits
Company
New American Funding
New American Funding provides cutting-edge marketing and technology efforts allow us to compete with large banks.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Rick Arvielo
Co-Founder and CEO
Jeff Farinich
SVP Technology and Chief Information Security Officer
Recent News
HousingWire.com
2025-12-24
2025-12-22
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2025-10-29
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