Mortgage/Banking
The CSI Companies is looking to hire 8 Financial Reporting Analyst to join a growing team! All experience levels welcome. SQL, Power BI & advanced Excel skills are must haves for this role.
FINANCIAL REPORTING ANALYST I – III
Our client is a new sub-servicing entity backed by some of the leading practitioners of the mortgage servicing industry. They are focused on providing superior technology, products, and services for the mortgage and real estate industries backed by highly personalized service and support. Through continuous innovation and acquisition, our offerings comprise of personalized solutions that span the mortgage continuum and enhance security, compliance, customer satisfaction, and profitability.
The Financial Reporting Analyst I-III will be responsible for day-to-day production, maintenance, and development of reports and data solutions. This role will focus on understanding business processes and data, interpreting customer requirements and specifications, and developing meaningful analysis and reports to drive business decisions. Qualified candidates will have a proven background performing data mining, analysis, and reporting.
PRIMARY DUTIES/RESPONSIBILITIES
- Develop operational, management, and exception reports using T-SQL and Power BI in a controlled, production environment
- Interpret customer requirements into actionable specifications
- Mine, analyze, and interpret data from multiple sources
- Perform tests for validity, reasonableness, and accuracy through standard methods and application of specific subject-area knowledge
- Perform regular maintenance and testing on production reports
- Provide ad-hoc reporting and analysis services as required to meet business needs
- Provide assistance in training and mentoring team members
- Lead group projects requiring multiple developers to meet client needs
- Assist in developing documentation of existing reports, data dictionaries and reference documents
MINIMUM QUALIFICATIONS:
- One to five years of recent experience as a data analyst or another related title in a financial or banking environment for a Reporting Analyst I-II
- Six to eight years of recent experience as a data analyst or another related title in a financial or banking environment for a Senior Reporting Analyst
- Experience and familiarity with MSP as a mortgage servicing platform for a Senior Reporting Analyst
- Formal SQL query language training classes or certificate program
- Strong proficiency with the SQL query language, preferably Microsoft T-SQL
- Strong proficiency with the Microsoft Office Suite package including an expert knowledge of Excel
- Demonstrated ability to effectively communicate with both internal and external customers, peers, and management
- Experience with Mortgage Servicing and/or familiarity with MSP as a mortgage servicing platform is preferred
INDTML