Senior Financial Analyst
Key Mortgage Services
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Schaumburg, IL
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Associate
Posted March 29, 2026
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Responsibilities
Commitments
Responsibilities
- Deliver accurate, timely financial reporting and performance metrics to empower decision-making across the company
- Build and maintain financial reports, models, and dashboards to monitor sales, profitability, and operational efficiency
- Analyze internal performance data and broader mortgage market trends to support accurate forecasting and strategic planning
- Prepare executive and management-level presentations that clearly communicate complex data and business insights
- Prepare and manage Quarterly Mortgage Call Report (MCR) filings through NMLS, ensuring accuracy, completeness, and compliance with regulatory requirements
- Conduct ad hoc analysis and scenario modeling to evaluate executive requests, new product developments, opportunity analysis, and margin profitability
- Implement automation and identify opportunities to streamline processes, increase reporting efficiency, and enhance data accessibility and accuracy
- Continuously bring forward innovative ideas to improve the company's analytics, decision-making tools, and business insights
Commitments
This is a hybrid role based out of our Schaumburg, IL office with an opportunity to work from home two days a week.
Not Met Priorities
What still needs stronger evidence
Requirements
- Strong ability to communicate data-driven insights and influence stakeholders at all levels of the organization
- Proficient at extracting, integrating, and analyzing data from multiple systems, with the comfort to develop assumptions when necessary
- Skilled in cross-functional collaboration with both technical and non-technical colleagues
- Advanced financial modeling and analytical capabilities
- Excellent time management and attention to detail, with the ability to effectively juggle multiple priorities
- A self-starter equipped with a growth mindset and the flexibility to adapt to new business needs and technologies
- 7+ years of experience in financial analysis, business intelligence, or similar analytical roles
- Advanced Excel proficiency with a strong ability to manipulate large, complex datasets.
Preferred Skills
- Prior experience in the mortgage industry is preferred
- Experience with business intelligence platforms (Cognos preferred) is required, and familiarity with Encompass LOS is a strong plus
Education
- (Not required) – Education/Experience:
- (Not required) – Bachelor's degree in Finance, Accounting, Economics, or a related field
About Key Mortgage Services
When you show your people some love, good things happen. As an independent, family-owned business, Key Mortgage feels like a big family because that's exactly what we are. Our secret is we invest in our people, and they keep getting better — so our company does, too. Support starts on day one, so you can focus on what's most important — delivering the highest quality home financing services to our customers. At Key Mortgage, we've got your back.
This is a hybrid role based out of our Schaumburg, IL office with an opportunity to work from home two days a week.
Summary
As a Senior Financial Analyst at Key Mortgage, you will provide critical support to our leadership team by transforming complex data into clear, actionable insights that drive strategic and operational decisions. We are looking for a highly analytical, detail-oriented professional who thrives in a fast-paced environment and brings deep expertise in financial modeling, business intelligence, and the mortgage industry.
Essential Duties
Deliver accurate, timely financial reporting and performance metrics to empower decision-making across the company
Build and maintain financial reports, models, and dashboards to monitor sales, profitability, and operational efficiency
Analyze internal performance data and broader mortgage market trends to support accurate forecasting and strategic planning
Prepare executive and management-level presentations that clearly communicate complex data and business insights
Prepare and manage Quarterly Mortgage Call Report (MCR) filings through NMLS, ensuring accuracy, completeness, and compliance with regulatory requirements
Conduct ad hoc analysis and scenario modeling to evaluate executive requests, new product developments, opportunity analysis, and margin profitability
Implement automation and identify opportunities to streamline processes, increase reporting efficiency, and enhance data accessibility and accuracy
Continuously bring forward innovative ideas to improve the company's analytics, decision-making tools, and business insights
Requirements
Strong ability to communicate data-driven insights and influence stakeholders at all levels of the organization
Proficient at extracting, integrating, and analyzing data from multiple systems, with the comfort to develop assumptions when necessary
Skilled in cross-functional collaboration with both technical and non-technical colleagues
Advanced financial modeling and analytical capabilities
Excellent time management and attention to detail, with the ability to effectively juggle multiple priorities
A self-starter equipped with a growth mindset and the flexibility to adapt to new business needs and technologies
Education/Experience:
Bachelor's degree in Finance, Accounting, Economics, or a related field
7+ years of experience in financial analysis, business intelligence, or similar analytical roles
Prior experience in the mortgage industry is preferred
Advanced Excel proficiency with a strong ability to manipulate large, complex datasets.
Experience with business intelligence platforms (Cognos preferred) is required, and familiarity with Encompass LOS is a strong plus
Benefits
Medical
Dental
Vision
401k with matching
PTO & VTO
Salary Range
$90,000-$120,000
When you show your people some love, good things happen. As an independent, family-owned business, Key Mortgage feels like a big family because that's exactly what we are. Our secret is we invest in our people, and they keep getting better — so our company does, too. Support starts on day one, so you can focus on what's most important — delivering the highest quality home financing services to our customers. At Key Mortgage, we've got your back.
This is a hybrid role based out of our Schaumburg, IL office with an opportunity to work from home two days a week.
Summary
As a Senior Financial Analyst at Key Mortgage, you will provide critical support to our leadership team by transforming complex data into clear, actionable insights that drive strategic and operational decisions. We are looking for a highly analytical, detail-oriented professional who thrives in a fast-paced environment and brings deep expertise in financial modeling, business intelligence, and the mortgage industry.
Essential Duties
Deliver accurate, timely financial reporting and performance metrics to empower decision-making across the company
Build and maintain financial reports, models, and dashboards to monitor sales, profitability, and operational efficiency
Analyze internal performance data and broader mortgage market trends to support accurate forecasting and strategic planning
Prepare executive and management-level presentations that clearly communicate complex data and business insights
Prepare and manage Quarterly Mortgage Call Report (MCR) filings through NMLS, ensuring accuracy, completeness, and compliance with regulatory requirements
Conduct ad hoc analysis and scenario modeling to evaluate executive requests, new product developments, opportunity analysis, and margin profitability
Implement automation and identify opportunities to streamline processes, increase reporting efficiency, and enhance data accessibility and accuracy
Continuously bring forward innovative ideas to improve the company's analytics, decision-making tools, and business insights
Requirements
Strong ability to communicate data-driven insights and influence stakeholders at all levels of the organization
Proficient at extracting, integrating, and analyzing data from multiple systems, with the comfort to develop assumptions when necessary
Skilled in cross-functional collaboration with both technical and non-technical colleagues
Advanced financial modeling and analytical capabilities
Excellent time management and attention to detail, with the ability to effectively juggle multiple priorities
A self-starter equipped with a growth mindset and the flexibility to adapt to new business needs and technologies
Education/Experience:
Bachelor's degree in Finance, Accounting, Economics, or a related field
7+ years of experience in financial analysis, business intelligence, or similar analytical roles
Prior experience in the mortgage industry is preferred
Advanced Excel proficiency with a strong ability to manipulate large, complex datasets.
Experience with business intelligence platforms (Cognos preferred) is required, and familiarity with Encompass LOS is a strong plus
Benefits
Medical
Dental
Vision
401k with matching
PTO & VTO
Salary Range
$90,000-$120,000