Guild Mortgage Company

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Financial Analyst II

at Guild Mortgage Company

Posted: 3/14/2020
Job Status: Full Time
Job Reference #: 5c493213-e1e3-448f-810d-dba7e3465eba
Keywords: financial

Job Description

Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.

Position Summary

The Financial Analyst II plays an important role in the organization by performing a variety of professional activities related to the organization’s Finance operations. The role is responsible for business reporting and analysis that helps the management team make appropriate financial business decisions.

Essential Functions

  • Create and maintain various financial models and templates utilizing large data sets, ensuring quality, accuracy and focused analytic review.
  • Validate accuracy of financial reports and provide ad hoc analysis surrounding all aspects of branch and corporate P&L’s.
  • Work cross-functionally, with all levels of internal management and staff, in order to continuously improve reporting processes.
  • Effectively communicate information to management by assembling and summarizing data, preparing reports, making presentations of findings, analyses, and recommendations.
  • Provide timely, accurate and insightful reporting on monthly and quarterly results; prepare, review, and distribute reporting for sales and corporate management.
  • Manage branch pro-forma statement creation and analysis.
  • Use knowledge to educate sales team on processes and requirements.
  • Compile ad hoc financial reports and analyses for management.
  • Use technology to gather necessary financial data and create seamless financial reporting SQL Database, Microsoft Access, Tableau or Power BI.
  • Create and maintain financial dashboards and reporting packages.
  • Use expertise to answer questions from less experienced Financial Analysts.
  • Work to increase productivity by identifying inefficiencies and providing recommendations for system and process improvements.
  • Perform other duties as assigned.


  • Bachelor’s Degree in Business, Finance, Accounting, Economics, or related field, along with two or more years’ experience in financial analysis related role(s) is preferred.
  • Strong knowledge of Accounting and Finance principles.
  • Strong analytical skills and the ability to work with large sets of data.
  • Preferred knowledge of financial reporting and data visualization tools such as SQL Database, Microsoft Access, Tableau and/or Power BI.
  • Advanced Excel skills required.
  • Ability to adapt to a growing and dynamic environment.
  • Excellent verbal and written communication, listening and organizational skills.
  • Effective time management skills including the ability to prioritize and multi-task.
  • Experience understanding, interpreting, and consolidating financial statement for multiple business units.
  • Ability to work independently with the self-motivation to accomplish goals.
  • Ability to manage communication with multiple stakeholders.
  • Strong attention to detail.
  • Ability to research issues and identify solutions to complex problems.


• Travel 0%
• General to intermittent supervision of work, depending on experience
• Moderate independent judgment and discretion used in decision-making
• Uses sound judgment in executing core responsibilities


Physical: Work is primarily sedentary; mobility in an office setting.


Manual Dexterity:  Frequent use of computer keyboard and mouse.


Audio/Visual:  Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.


Environmental:  Office environment – no substantial exposure to adverse environmental conditions.

Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.

Guild Mortgage Company is an Equal Opportunity Employer.