Financial Analyst

Posted 9 Days Ago
Charlotte, NC
Junior
Fintech
The Role
The Financial Analyst ensures accuracy in financial reports, maintains forecasts, supports annual planning, and analyzes trends while providing insights into operational costs.
Summary Generated by Built In

*PLEASE NOTE: This role requires the candidate to be in or near Charlotte, NC. In-office presence is required three days a week. Additionally, this position does not offer visa sponsorship.*

Responsibilities:

  • The Financial Analyst is tasked with ensuring the accuracy of monthly financial reports, facilitating and maintaining accurate real-time forecasts. This role also plays a crucial part in the annual planning process, maintaining long-term models, and generating relevant, actionable insights into ongoing business trends.
  • Develops, enhances, and maintains financial analysis, budgets, and forecasts in support of various cost centers, including monthly headcount and expense reporting to provide clear visibility into operational costs and workforce planning.
  • Responsible for preparing weekly reporting of performance and underlying business trends, as well as monthly headcount and expense summaries to track financial health and organizational growth.
  • Supports business line management by assisting in the evaluation of new strategic initiatives, including financial modeling, due diligence, and the assessment of potential impacts on monthly expenses and workforce requirements.
  • Utilizes the capabilities of the corporate data warehouse and the various software suites used throughout the Company to support monthly, quarterly, and annual analysis and reporting, with a specific focus on headcount and expense management.

Experience / Training / Education:

  • Bachelor’s degree in Finance, Accounting, Economics, Business, or related program is required.
  • MBA preferred.
  • 2+ years of experience in Financial Planning and Analysis, preferably with a public company, with a proven track record in managing headcount and expense reporting.
  • Previous experience supporting Marketing and/or Product functions is highly desirable, with a focus on cost management and efficiency.
  • Working knowledge of Generally Accepted Accounting Principles (GAAP), with particular emphasis on expense classification and headcount management.

Knowledge / Skills / Abilities:

  • Computer skills: Advanced MS Excel (with proficiency in managing spreadsheets for headcount and expense tracking), advanced MS PowerPoint, intermediate MS Word, intermediate MS Outlook, Hyperion Essbase.
  • Excellent statistical analysis skills, with the ability to research and analyze various types of data, including headcount and financial expenditures.
  • Ability to effectively prioritize workload and manage changes in direction, particularly in relation to financial planning and cost management.
  • Effective oral and written communication skills, especially in presenting and explaining complex headcount and expense reports to stakeholders.
  • Ability to interpret and apply required policies and procedures, with a keen understanding of their implications on financial reporting and organizational budgeting.

COMPANY

LendingTree is the nation’s largest online lending marketplace. That means we connect customers with multiple lenders so they find the best deals on loans, credit cards, savings accounts and insurance. Our goal is to help people save money, and we believe the best way to do that is by giving them a way to shop for loans and compare lenders so they make their best financial choices.

Our CEO Doug Lebda founded the company in 1996 after a frustrating house-hunting experience. In those days, we mostly helped people find good mortgage deals. Now, we help consumers find their best in personal loans, auto loans, business loans, student loans, credit cards, savings accounts, home equity loans and more.

What else you should know: 

  • We’re a publicly-traded company (TREE).
  • We’ve welcomed several other companies into the LendingTree family to augment our efforts at helping borrowers make their most sensible financial choices.
  • We’ve built a LendingTree app and LendingTree dashboard to give consumers tools to manage and monitor their financial health.  

CULTURE

We’re a fast-paced company with an entrepreneurial bend. We work hard and test our products often. We’re collaborative, ambitious, candid and high-energy. Our teammates are some of the brightest, most talented people you’ll ever work with. We care more about your smarts than we do about the kinds of clothes you wear (but please, do wear clothes to work!), and we’re pretty good about rewarding innovation, creativity and the knack for just getting stuff done (we even have an award for employees called the GSD, “Get Stuff Done”). 

Come work with us!

LendingTree is the kind of company that not only promotes diversity and inclusion; we thrive because of these values. We do not discriminate based on race, color, religion (or creed), gender, gender expression, age, national origin, disability, marital status, sexual orientation or military status.

CCPA Disclosure


Top Skills

Hyperion Essbase
Excel
Ms Outlook
Ms Powerpoint
Ms Word
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The Company
HQ: Charlotte, NC
1,300 Employees
On-site Workplace
Year Founded: 1996

What We Do

Today LendingTree is home to the nation’s largest network of lenders offering all kinds of financial products, including mortgages, auto loans, small business loans, personal loans, credit cards, and more. We also offer comparison shopping services for insurance, debt relief services and credit repair. Plus tons of helpful financial tips and articles written and fact-checked by experts in the field.

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