Financial Analyst
MeridianLink
Financial Analyst
MeridianLink
Builds lending and account opening software
The Financial Analyst is responsible for reviewing and analyzing past financial results, performing variance analysis, and updating trends and business forecasts to drive business decisions. The Financial Analysts will participate in the budgeting and strategic planning process by contributing to the building of financial models, analyzing financial trends, and establishing assumptions. The role will be responsible for running and enhancing reporting systems to facilitate the production of information, budgeting analysis, forecasting analysis, variance commentary, reporting and reviews, and project preparation.
Expected Duties
Consolidate companywide reporting for historical and projected financial statements, metrics, and KPIs
Responsible for reviewing and analyzing reporting results
Manage source data queries and recommend improvements in support of financial objectives
Build models in Anaplan
Build and manage financial models for ad hoc analyses
Provide accurate and timely reports for performance monitoring
May be responsible for budget or cost analysis
Gather, analyze, prepare, and summarize recommendations for financial plans, acquisition activity, trended future requirements, and operating forecasts
Qualifications: Knowledge, Skills, and Abilities
Requires moderate skill set and proficiency in subject area
Ability to conduct work assignments of increasing complexity under moderate supervision with some latitude for independent judgment
Bachelor's degree and 2-4 years of relevant experience
Builds lending and account opening software
MeridianLink builds cloud software tools that banks, credit unions, mortgage lenders, and consumer reporting agencies use to process applications and manage customer workflows. Its MeridianLink One platform connects consumer and mortgage lending with deposit account opening through shared data and integrations. Staff use the software to collect applicant information, check credit data, apply decision rules, and move applications toward approval or funding. Customers pay subscription and usage fees, with charges tied to applications, searches, or completed loans. Founded in 1998, MeridianLink is headquartered in Irvine, California, United States.
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