Assistant Director of Management Reporting

New Penn Financial - Plymouth Meeting, PA3.6

30+ days ago
Position at New Penn Financial
With a high degree of visibility and coordination with Senior Leadership, the Senior Financial Analyst is responsible for internal management reporting, financial analysis, budgeting and forecasting for a national mortgage banking company and newly acquired subsidiary of a publicly traded company


Prepare and maintain budgeting and forecasting models through coordination with Senior Management of NPF, Shellpoint, NPF divisions and affiliates.
Maintain management reporting models and support the consolidation of various companies.
Facilitate internal management reporting for the Board, Senior and Local Management.
Coordinate and perform regulatory reporting, including;
The delivery of financial information to the Tax Dept for state and Federal filings.
Preparing and filing Sales & Use tax, local taxes, and property taxes, 1099’s – coordinating with Accounting and Tax.
Quarterly MBFRF and NMLS filings for NPF and Subsidiaries. Maintain reporting models, coordinate gathering of statistical data, and help file the reports online.
Support the annual LEAP, GNMA, FNMA, FHLMC, and VA filings.
Prepare the monthly adjusted net worth and liquidity calculations for all GSE’s (FNMA, FHMLC) and government agencies (GNMA, HUD, VA, USDA).
Provide ad-hoc reporting for legal and compliance for state agency filings.
Serve as system administrator for the G/L, TM1, Kwiktag, and Concur.
Oversee and backup the Senior Treasury Analyst for the daily check cutting, wire, expense reporting, and cash management processes.
Bachelor’s Degree in Accounting or Finance. CPA or CFA designation a plus.
At least 3 years’ experience working in a high‐volume, high‐pressure environment involving the use of advanced spreadsheet functions, data bases, and reporting tools.
Experience working for a large regional or national public accounting firm, or experience working for a large company performing financial reporting, analysis, and budgeting.
Aptitude and enthusiasm for data flow automation
Thorough understanding of financial statements.
Excellent verbal and written communication skills due to visibility to Senior Leadership.
Requires organization, the ability to manage multiple tasks, and the willingness to complete projects in a time sensitive environment.
Advanced user of Excel to build and maintain complex models, proficient user of Word and PowerPoint.
Experience with Crystal report writer and TM1 report writer a plus.

Database experience and or system administration experience a plus.
New Penn Financial, LLC is an Equal Opportunity Employer and Equal Opportunity Lender.

No Visa sponsorship will be available for this position.