Financial Analyst

***No agencies or 3rd party Recruiters please. Thank you! ***

Who we are:

Cornerstone Home Lending, a division of Cornerstone Capital Bank, is a unique national home lender with a reputation of amazing service, customer satisfaction, employee retention, and happiness. We employ people who are passionately committed to Cornerstone's Mission, Vision & Core Convictions. Our brand is known for on-time closings - a key core conviction of Cornerstone. We have successfully navigated our company through many industry cycles and changes in regulations.

We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us.

Who we are looking for:

The Financial Analyst supports the Finance team by assisting with financial reporting, data analysis, budgeting activities, and operational performance tracking. This role is ideal for an early-career professional looking to develop analytical and financial planning skills within a fast-paced mortgage lending environment. The Financial Analyst will work closely with senior analysts and business leaders to gather, analyze, and interpret data that supports informed business decisions and organizational growth. The ideal candidate is highly analytical, detail-oriented, and eager to learn financial modeling, reporting, and business analytics.

Key Responsibilities:

• Assist with the preparation of monthly management reports and dashboards.
• Support the creation of quarterly and annual financial reports.
• Compile and analyze financial and operational data for management review.
• Assist in reviewing branch profit and loss statements for accuracy and completeness.
• Support budgeting and forecasting processes.
• Gather, organize, and maintain large datasets from multiple sources.
• Perform basic financial analysis and reporting.
• Create and maintain spreadsheets, reports, and presentations.
• Assist with ad hoc reporting requests from management and business partners.
• Help monitor key performance indicators (KPIs) and operational metrics.
• Identify trends and anomalies within financial and operational data.
• Ensure accuracy and integrity of financial and reporting data.
• Collaborate with internal departments to gather information and support business initiatives.
• Comply with all applicable laws, regulations, and company policies related to mortgage lending.
• Participate in process improvement initiatives and analytical projects.

What you'll need to be successful:

• Bachelor's degree in Finance, Accounting, Economics, Statistics, Mathematics, Business Analytics, or related field.
• 0-2 years of experience in financial analysis, accounting, business analytics, or related field.
• Strong proficiency in Microsoft Excel, including formulas, pivot tables, and data analysis.
• Basic understanding of financial statements and accounting principles.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and organizational abilities.
• Ability to communicate findings clearly and effectively.
• Ability to manage multiple priorities and meet deadlines.
• Strong desire to learn and grow within financial planning and analysis.
• Experience with Power BI, SQL, Tableau, or other reporting tools is preferred but not required.
• Mortgage banking or financial services experience is a plus.

What we offer:

Because we recognize and reward hard work, we offer a competitive salary, Medical, Dental, Vision, , Accidental Death, Long-Term Disability, Short-Term Disability, FSA, HSA, 401K, Basic Life, Voluntary Life, and Paid Parental Leave benefits, as well as the opportunity for a performance based bonus based on position and department.

What to do next:

If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're a part of our Cornerstone team, we'll continue to invest in you as a valuable asset to our company. As many of our team members can tell you, there's something special about working at Cornerstone.