Jr Finance Analyst at Panorama Mortgage Group LLC

Franklin Township, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Oct, 26

Salary

0.0

Posted On

15 Jul, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Data Organization, Financial Reporting, Microsoft Excel, Budgeting, Financial Analysis, Problem Solving, Time Management, Documentation, English Proficiency, Analytical Skills

Industry

Financial Services

Description

Description Job Overview A Junior Financial Analyst is responsible for supporting the finance team by preparing financial reports, maintaining financial models, reconciling data, and assisting with budgeting and forecasting activities. This role focuses on ensuring data accuracy, supporting reporting processes, and developing foundational financial analysis skills while collaborating with cross functional teams to support business operations and decision making. (P) Production Responsibilities Prepare recurring financial reports including branch, channel, and departmental financial performance. Maintain and update financial models created by senior finance team members. Develop and maintain key performance indicator (KPI) reports. Prepare clear and accurate financial summaries for internal stakeholders. (A) Administrative Responsibilities Reconcile financial and operational data across systems to ensure reporting accuracy. Assist with monthly and quarterly variance tracking against budgets. Support the annual budget preparation process by gathering and organizing departmental inputs. Assist with documenting financial processes and maintaining reporting procedures. (E) Entrepreneurial Responsibilities Assist with identifying opportunities to improve reporting efficiency. Support margin tracking and profitability analysis across business units. Assist with tracking expenses and identifying areas for cost visibility and efficiency. (I) Integration Responsibilities Collaborate with cross-functional teams to gather data and support reporting needs. Provide financial information support to departments as requested. Support communication between finance and operational teams. Requirements Requirements Bachelor’s degree in finance, Accounting, Economics, or related field. 0 to 2 years’ experience in finance, accounting, data analysis, or related field (internship experience acceptable). Strong proficiency in Microsoft Excel including formulas, pivot tables, and data organization. Familiarity with financial systems or data tools (e.g., QuickBooks, SAP, Oracle, Power BI, Tableau) is a plus. Basic understanding of financial and accounting principles. Strong attention to detail and commitment to data accuracy. Ability to manage multiple tasks and meet deadlines in a structured environment. Strong communication skills with the ability to explain financial information clearly. Willingness to learn financial modeling and reporting best practices. Skills Skilled in data organization and financial reporting support. Proficient in Excel and structured data management. Basic knowledge of budgeting and financial reporting concepts. Strong analytical and problem solving skills. Attention to detail and accuracy. Ability to work independently and as part of a team. Excellent time management and organizational skills. Ability to follow standardized processes and maintain documentation. Proficiency in English

Responsibilities

The Junior Financial Analyst supports the finance team by preparing financial reports, maintaining models, and reconciling data. They also assist with budgeting, forecasting, and tracking KPIs to support business decision-making.