Founded in 2000, Plaza Home Mortgage, Inc. is a privately owned, full-service national lender, offering Wholesale, Correspondent, Renovation and Reverse residential mortgages. Headquartered in San Diego, California, Plaza employs a network of sales associates to serve its clients nationwide.

Plaza is dedicated to building quality, long-term relationships with its mortgage broker and correspondent clients by offering comprehensive programs and exceptional customer experience.

This position is responsible for evaluating and quantifying Plaza's profitability on numerous levels. This individual will work directly with senior executives to report trends and forecasts and determine appropriate and cost-efficient solutions to maximize the company's net income.

What You'll Be Doing:

• Work directly with various wholesale, retail, and correspondent channels to provide feedback and suggestions to improve the bottom line.
• Work closely with the EVP, Capital Markets on detailed financial forecast and “what if” planning tools.
• Create a variety of reports to be evaluated and acted upon by senior executives in an executive summary format.
• Work closely with internal team members to develop Excel-based models to improve productivity and efficiency.
• Assist in building business forecasting models to support planning activities for senior management.
• Prepare reports and analyses in areas such as budgets, forecasts, and financial plans.
• Coordinate with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans, trends, and forecasts.
• Identify trends and developments in competitive environments and presents findings.
• Locate and collect data from appropriate sources and analyze it to prepare meaningful and concise reports that summarize the information.
• Other duties may be assigned.

What You'll Bring to the Table:

• Must be able to work onsite in San Diego – this is a hybrid role
• Bachelor's degree in Finance, Accounting, or related field
• 2-3 years as a financial analyst
• Mortgage Banking experience and/or knowledge preferable
• Working knowledge of financial analysis tools
• Interpersonal communication skills
• Ability to articulate complex ideas to management and sales staff

Plaza is an EEOC employer and follows all federal, state, and local laws relating to fair employment.