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CW Sr. Financial Analyst
Plano, Texas | Contract
EXCITING LONG TERM CONTRACT OPPORTUNITY FOR SR. FINANCIAL ANALYST!
Participate in the quality control process to ensure every one of the 200+ values reported on every investor report is accurate. You will learn how to edit SQL queries of large data sets in this process.
Navigate through the loan/lease servicing system to investigate situations that don’ t seem right. We are the only group that consistently identifies breaks in the servicing process, since we analyze data at the loan level.
Show you how to execute functions in the securitization system used to generate monthly investor reports, including selecting pools of assets which are the collateral underlying our borrowing
Assist in providing documentation to auditors, as well as examining instances of non compliance with SEC mandated servicing criteria under Regulation AB.
Each month, we have a recurring schedule, where the first half of the month is spent preparing and validating the investor reports for issuance. The second half of the month is spent on non recurring tasks such as the annual Regulation AB audit, new transactions, data testing of the future servicing system, preparing for the next month of investor reporting, and implementing improvements in our processes. This is not a clean split between the first and second halves of the month, as second half requirements often bleed into our investor reporting prep cycle.
REQUIREMENTS;: Must Haves: 3-10 years of work experience after leaving public accounting or Big 4 No more than 3 years of managerial/supervisor experience A candidate who thrives in collaborative work environment; as compared to as an individual contributor Indications that the candidate is more of a roll up your sleeves do-er as opposed to a manager supplying guidance and supervision Strong analytical and problem-solving skills Strong organizational skills Excellent attention to detail High learning agility and flexibility Comfortable at multi-tasking Strong written and verbal communication skills. Works well with in a close knit team environment Advanced Excel - Vlookup, Data filtering, linking, pivot tables, quick keys, 10-key, high speed (no macros) NO prior experience in securitization or investor reporting is required. Nice-to-haves: Post CPA firm experience in private industry. Experience with compliance (SOX, other regulatory) requirements and testing.
Experience with editing or creating SQL queries Experience with manipulating Visio and/or Crystal Reports Experience with interpreting legal documents a plus Travel
One week per month for the first two or three months to train in Torrance, CA with incumbent staff.