New Penn Financial

  • Senior Financial Analyst

    Job ID
  • Overview

    With a high degree of visibility and coordination with Senior Leadership, the Senior Financial Analyst is responsible for internal management reporting, financial analysis, budgeting and forecasting for a national mortgage banking company and newly acquired subsidiary of a publicly traded company.


    • Prepare and maintain budgeting and forecasting models through coordination with Senior Management of NPF, Shellpoint, NPF divisions and affiliates.
    • Maintain management reporting models and support the consolidation of various companies.
    • Facilitate internal management reporting for the Board, Senior and Local Management.
    • Coordinate and perform regulatory reporting, including;
      • The delivery of financial information to the Tax Dept for state and Federal filings.
      • Preparing and filing Sales & Use tax, local taxes, and property taxes, 1099’s – coordinating with Accounting and Tax.
      • Quarterly MBFRF and NMLS filings for NPF and Subsidiaries. Maintain reporting models, coordinate gathering of statistical data, and help file the reports online.
      • Support the annual LEAP, GNMA, FNMA, FHLMC, and VA filings.
      • Prepare the monthly adjusted net worth and liquidity calculations for all GSE’s (FNMA, FHMLC) and government agencies (GNMA, HUD, VA, USDA).
      • Provide ad-hoc reporting for legal and compliance for state agency filings.
    • Serve as system administrator for the G/L, TM1, Kwiktag, and Concur.
    • Oversee and backup the Senior Treasury Analyst for the daily check cutting, wire, expense reporting, and cash management processes.



    • Bachelor’s Degree in Accounting or Finance. CPA or CFA designation a plus.
    • At least 3 years’ experience working in a high‐volume, high‐pressure environment involving the use of advanced spreadsheet functions, data bases, and reporting tools.
    • Experience working for a large regional or national public accounting firm, or experience working for a large company performing financial reporting, analysis, and budgeting.
    • Aptitude and enthusiasm for data flow automation
    • Thorough understanding of financial statements.
    • Excellent verbal and written communication skills due to visibility to Senior Leadership.
    • Requires organization, the ability to manage multiple tasks, and the willingness to complete projects in a time sensitive environment.
    • Advanced user of Excel to build and maintain complex models, proficient user of Word and PowerPoint.
    • Experience with Crystal report writer and TM1 report writer a plus.

    • Database experience and or system administration experience a plus.


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