Sr. Financial Analyst - Ardán Inc.

POSITION SUMMARY:

The financial Analyst will manage the title agent acquisition process, lead due diligence, and provide financial planning analyses. The role requires clear communication of analysis results and collaboration with leadership to enhance workflow and set strategic direction. The financial Analyst will also ensure compliance with company policies, monitor market trends, and provide financial variance explanations.

ESSENTIAL FUNCTIONS:

• Overseeing and managing all aspects of the title agent acquisition process from start to finish.
• Leading due diligence efforts to assess the financial and operational viability of potential targets.
• Providing core financial planning analyses, creating financial models that can support business decision making, apart from developing regular forecasts and budgets for the business segments.
• Aggregation of large amounts of financial data while also taking into account factors like financial market trends and past transactions of a similar nature for the development of key analyses/models.
• Performance of ad-hoc analyses to support executives with the information needed to drive business goals successfully.
• Communication / Presentation of results of analysis in a clear manner, along with the ability to interact comfortably across organizational levels.

OTHER ESSENTIAL FUNCTIONS:

• Assist in the fiscal processes to ensure compliance with company policies and procedures
• Collaborate with leadership to enhance workflow and provide business solutions.
• Partner with key leaders to set financial & strategic direction for the business function/unit.
• Serve as the key participant in the annual budget and quarterly forecast process for the assigned business function/unit.
• Monitor and report on key market/geographical and competitor trends
• Work closely with key leaders to populate, analyze, justify, and publish the budget and forecast.
• Initiate analysis of spending, returns of investments, trends, and metrics for the assigned business function/unit.
• Provide both written and verbal financial variance explanations during the close, post-close, and as periodically requested.
• Publish monthly financial, variance explanations, and other needed performance reports and participate in the recurring calls to review/discuss.
• Assist in the disbursements originating from the assigned business function/unit.
• Identify any needed accounting procedures, workflows, models, and/or systems to improve the financial process.
• Analyze, educate, and recommend changes to accounting operations policies and procedures.
• Describing and explaining the financial stability of Westcor/Ardan to lenders/borrowers/law firms to gain approval for transactions.
• Participate in special projects, ad hoc information gathering, and/or reporting requests from leadership.
• Establish and maintain an effective system for maintaining accounting files and records.

COMPETENCIES:

• Must be a self-starter and results-oriented with strong accounting and financial skills.
• Effective decision making and problem solving in a deadline-driven environment.
• Prioritize and organize efficiently.
• Excellent analytical, multi-tasking, and interpersonal skills.
• Strong attention to detail is required.

EDUCATION, FORMAL TRAINING, AND EXPERIENCE:

• Bachelor's degree in Accounting or Finance or equivalent training and related work experience.
• 3-5 years of Finance experience with a well-established mid-sized to large organization with relevant experience in performing financial and business analyses, business presentations to executive teams, financial modeling, and communication across organizational levels.

Physical Demands:

This role is mostly sedentary and requires the ability to sit for long periods each day. While performing the duties of this job, the employee is regularly required to communicate orally. The employee uses hands and fingers to type, handle, and reach. The ability to operate office machinery such as a computer, phone, copier, printer, etc in the commission of daily duties. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and the ability to adjust focus.

We offer some great perks:

• Health, dental, and vision benefits.
• Employer-paid disability and life insurance.
• Flexible spending accounts.
• 401K with company match.
• Paid time off and company-paid holidays.
• Wellness resources.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

NOTE: This job description is not intended to be an exhaustive list of duties, responsibilities, or qualifications associated with the job.

Ardán is a family of companies that make real estate closings faster, simpler, and safer through technology-driven, innovative solutions, sound underwriting, and exceptional customer service. At Ardán, we pride ourselves on being at the forefront of Insur-Tech. Our brands—Westcor, Grid151®, GridBase®, and X1 Analytics®—are dedicated to using technology to streamline and improve every step of the closing process. Westcor - Founded by title agents, Westcor is the number one independent title insurance underwriter in the nation. Westcor’s technology-driven products and services and sound underwriting help agents and their customers close real estate transactions faster and with peace of mind. Website: wltic.com Grid151 - Powered by GridBase® technology, Grid151® delivers tech-enabled fulfillment services to the title insurance industry. Website: grid151.com X1 Analytics - Using its proprietary data analytics engine, X1 Analytics® equips the title insurance industry with decisions and data which enable faster real estate closings with reduced cost and operational friction. Website: x1analytics.com GridBase - sing their proprietary tech stack to create the universal API for lender and title collaboration, GridBase® delivers data middleware and tools that transform lender and title operations with highly optimized automations and integrations. Website: gridbase.io