Financial Analyst

HomeXpress Mortgage

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Santa Ana, CA, us on site Until 8/23/2026 2+ years exp First posted May 22, 2026 Last posted May 22, 2026
Job description

HomeXpress – Your Leading Non-QM Mortgage Lender.

Join our growing team and be part of the Top Non-QM Lender in the Business.

We are known for closing mortgage loans with speed, ease, and convenience.

Licensed in 46 States, we provide brokers with a full suite of mortgage products, including VA, FHA, & FHLMC.

If you have a service first mentality and thrive in a fast-paced environment, HomeXpress is the place for you.

Join us as we continue to grow and expand our business to the Non-Delegated Correspondent Channel!

Job Title:              Financial Analyst (Budgeting and Financial Reporting)

Department:      Accounting

Reports To:         SVP, Chief Financial Officer

FLSA Status:        Exempt

PRIMARY FUNCTIONS: The Financial Analyst will produce budgets and forecasts for departments.  Establish departing P&L budgeting and reporting.  Monthly budget and forecast to actual analysis. Track operational efficiency by function, product and channel.  Perform ad hoc reporting requests to support the growth of the business.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Annual Budget
  • Budget to actual analysis
  • Monthly forecasts with variance analysis
  • Department budgets
  • Department P&L reporting
  • Channel performance reporting
  • Operational efficiency reporting
  • Department efficiency tracking
  • Production reporting

DESIRED PERSONAL CHARACTERISTICS:

  • Ability to work independently with minimal supervision.
  • Ability to prioritize work and meet deadlines.
  • Good organizational skills to ensure data integrity
  • Strong mathematical aptitude and data analysis skills.
  • Must be a team player with strong attention to detail and able to work independently
  • Proven track record at delivering timely and accurate information in a fast-paced environment
  • Excellent critical thinking, problem-solving, mathematical skills, and sound judgment

EDUCATION:

  • Bachelor's Degree or equivalent experience

EXPERIENCE:

  • 2+ years financial reporting experience

PHYSICAL REQUIREMENTS:

  • This position is in an office setting with computer and general office equipment. The position requires the ability to move freely around within the department and other department locations

All your information will be kept confidential according to EEO guidelines.

Compensation (from employer):
75000 – 125000 USD (YEARLY)

About this role

Summary

Produce budgets, forecasts, and reports, analyze variances, and support business growth

Job title

Financial Analyst

Experience level

2+ years

Minimum experience

2+ years exp

Industry

finance

Location requirements

Santa Ana, CA, on-site, no remote work

Salary

75000 – 125000 USD (YEARLY)

Management role

No

Skills & keywords

Required skills

mathematical aptitudedata analysisbudgetingfinancial reporting

Preferred skills

None specified

Specializations

budgetingfinancial reportingforecastingprofit and loss
Locations

Structured locations inferred from the posting.

Santa Ana, CA, USA

On-site City