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Description

We are looking for an experienced Sr. Financial Analyst to lead critical financial planning and analysis functions in Salt Lake City, Utah. This role will oversee the preparation of financial models, reporting, and variance analyses, while also supporting key initiatives such as mergers and acquisitions. The successful candidate will bring a proactive and collaborative approach, strong technical expertise, and exceptional communication skills to ensure accurate and timely financial insights.

Responsibilities:

• Oversee financial planning, budgeting, and forecasting processes to ensure accuracy and alignment with organizational goals.

• Build and refine financial models to assess performance, manage risks, and guide strategic decision-making.

• Lead, mentor, and develop both onshore and offshore finance teams to promote effective collaboration and knowledge sharing.

• Establish and maintain robust controls to ensure the integrity and accuracy of financial data and processes.

• Conduct profitability analyses and risk assessments to evaluate new business opportunities and provide strategic insights.

• Manage the valuation and analysis of Mortgage Servicing Rights (MSR), including forecasting cash flows and assessing market impacts.

• Support mergers and acquisitions by conducting financial due diligence, valuation modeling, and integration planning.

• Collaborate with leadership and advisors to assess acquisition targets and provide data-driven recommendations.

• Prepare and present executive-level reports, dashboards, and variance analyses to communicate financial performance and trends.

• Develop and enhance documentation to ensure consistency and facilitate knowledge transfer within the team.

Requirements • Bachelor’s degree in Finance, Business, Accounting, or a related field.

• At least 8 years of progressive experience in financial planning and analysis, with 5+ years in leadership roles.

• Strong expertise in financial modeling and advanced analytical skills.

• Proven ability to manage competing priorities and meet deadlines in a dynamic environment.

• Exceptional verbal and written communication skills for engaging with stakeholders at all levels.

• Proficiency in Microsoft Office, particularly Excel, and familiarity with ERP systems.

• Experience in the mortgage services, banking, or financial services industry is highly preferred.

• Familiarity with tools such as Microsoft SQL Server and query writing is an added advantage.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .