Senior Financial Reporting Analyst
Invigorate Finance, Chicago, IL, United States
Senior Financial Reporting Analyst
The Fay Group is a fully integrated real estate and mortgage services firm, bringing together the strength and expertise of two complementary holding companies Fay Financial and Genstone Holdings. Since its founding in 2008 as a special servicer, The Fay Group has grown into a diversified enterprise overseeing more than $46 billion in assets on behalf of over 50 institutional clients. Powered by data, technology, and a team of 1,100+ professionals across 10 U.S. locations, the organization delivers coordinated solutions across the full spectrum of real estate and lending services including loan servicing, property management, mortgage originations, renovations, and insurance. From asset creation and loan management to renovations and real estate brokerage services, The Fay Group offers end-to-end capabilities under one platform. This comprehensive approach delivers flexibility, transparency, and performance across multiple asset classes, supporting both clients and customers in all market and interest rate environments.
Reporting to the Senior Director, FP&A, the position is responsible for coordinating and managing financial data and documentation in response to state regulatory examinations and filings, including but not limited to Mortgage Bankers Financial Reporting Form (MBFRF) and Nationwide Multistate Licensing System (NMLS), within the mortgage servicing industry. This role ensures the accuracy, integrity, and timeliness of financial and servicing-related data submitted to regulators and supports the company's compliance with all state requirements. Additionally, this position works closely with the Legal and Finance teams, manages the regulatory response pipeline, and maintains a deep understanding of Fay's financial reporting systems and resources.
Qualifications include:
Bachelor's degree in Finance, Accounting, or a related field (Master's degree or relevant certification, such as CPA or CFA is preferred)
5+ years of experience in financial reporting or analysis, preferably in the mortgage servicing or financial services industry
Strong understanding of state regulatory requirements and financial compliance. Experience with MBFRF, NMLS, or similar regulatory frameworks
Experience in Planful or similar Financial Planning & Analysis (FP&A) Reporting software, preferred
Strong skills in MS Word, Excel, and PowerPoint
Strong verbal and written communication skills
Strong interpersonal skills
Collaborative work style; high team-orientation
Open to change; agile; high learning agility
Strong analytical skills coupled with sound judgement
Strong problem-solving abilities
Ability to analyze and interpret data to identify opportunities and propose solutions
Strong project management skills
Strong attention to detail; strong compliance orientation; high quality of work product
Ability to prioritize; effective time management
Self-directed; ability to proactively ask questions and surface issues/concerns
Professional maturity, integrity, ability to maintain confidential data and information
Strong business acumen; strong fiscal and technical aptitude
Featured Benefits:
Medical, Dental, and Vision Insurance
Company Paid Life Insurance
Disability Insurance
Pet Insurance
401k Program with Employer Matching
3 Weeks Paid Time Off (PTO)
Paid Holidays
Wellness Initiatives
Employee Assistance Program
Eligible for Hybrid Work Schedule with Remote Flex Days
Compensation: The hiring range for this position is between $90,000.00-$95,000.00 annually. This position is eligible for an annual discretionary bonus.
The Fay-Genstone Foundation was established to fulfill the philanthropic mission of The Fay Group employees to serve the communities in which they live and work. Our employees make voluntary contributions to the Foundation. Each quarter, their contributions are donated to organizations focused on improving education opportunities, combating poverty, and supporting military service members and first responders.
At Fay, we believe that the best ideas come from having a team that is diverse in backgrounds, experiences, and perspectives. We strive to ensure each of our employees feels valued, respected, and included, and is presented with equal opportunities to be successful. Fay is an equal-opportunity workplace. The Fay Group and affiliated companies participate in E-Verify. For more information, go to www.dhs.gov/E-Verify Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
The Fay Group is a fully integrated real estate and mortgage services firm, bringing together the strength and expertise of two complementary holding companies Fay Financial and Genstone Holdings. Since its founding in 2008 as a special servicer, The Fay Group has grown into a diversified enterprise overseeing more than $46 billion in assets on behalf of over 50 institutional clients. Powered by data, technology, and a team of 1,100+ professionals across 10 U.S. locations, the organization delivers coordinated solutions across the full spectrum of real estate and lending services including loan servicing, property management, mortgage originations, renovations, and insurance. From asset creation and loan management to renovations and real estate brokerage services, The Fay Group offers end-to-end capabilities under one platform. This comprehensive approach delivers flexibility, transparency, and performance across multiple asset classes, supporting both clients and customers in all market and interest rate environments.
Reporting to the Senior Director, FP&A, the position is responsible for coordinating and managing financial data and documentation in response to state regulatory examinations and filings, including but not limited to Mortgage Bankers Financial Reporting Form (MBFRF) and Nationwide Multistate Licensing System (NMLS), within the mortgage servicing industry. This role ensures the accuracy, integrity, and timeliness of financial and servicing-related data submitted to regulators and supports the company's compliance with all state requirements. Additionally, this position works closely with the Legal and Finance teams, manages the regulatory response pipeline, and maintains a deep understanding of Fay's financial reporting systems and resources.
Qualifications include:
Bachelor's degree in Finance, Accounting, or a related field (Master's degree or relevant certification, such as CPA or CFA is preferred)
5+ years of experience in financial reporting or analysis, preferably in the mortgage servicing or financial services industry
Strong understanding of state regulatory requirements and financial compliance. Experience with MBFRF, NMLS, or similar regulatory frameworks
Experience in Planful or similar Financial Planning & Analysis (FP&A) Reporting software, preferred
Strong skills in MS Word, Excel, and PowerPoint
Strong verbal and written communication skills
Strong interpersonal skills
Collaborative work style; high team-orientation
Open to change; agile; high learning agility
Strong analytical skills coupled with sound judgement
Strong problem-solving abilities
Ability to analyze and interpret data to identify opportunities and propose solutions
Strong project management skills
Strong attention to detail; strong compliance orientation; high quality of work product
Ability to prioritize; effective time management
Self-directed; ability to proactively ask questions and surface issues/concerns
Professional maturity, integrity, ability to maintain confidential data and information
Strong business acumen; strong fiscal and technical aptitude
Featured Benefits:
Medical, Dental, and Vision Insurance
Company Paid Life Insurance
Disability Insurance
Pet Insurance
401k Program with Employer Matching
3 Weeks Paid Time Off (PTO)
Paid Holidays
Wellness Initiatives
Employee Assistance Program
Eligible for Hybrid Work Schedule with Remote Flex Days
Compensation: The hiring range for this position is between $90,000.00-$95,000.00 annually. This position is eligible for an annual discretionary bonus.
The Fay-Genstone Foundation was established to fulfill the philanthropic mission of The Fay Group employees to serve the communities in which they live and work. Our employees make voluntary contributions to the Foundation. Each quarter, their contributions are donated to organizations focused on improving education opportunities, combating poverty, and supporting military service members and first responders.
At Fay, we believe that the best ideas come from having a team that is diverse in backgrounds, experiences, and perspectives. We strive to ensure each of our employees feels valued, respected, and included, and is presented with equal opportunities to be successful. Fay is an equal-opportunity workplace. The Fay Group and affiliated companies participate in E-Verify. For more information, go to www.dhs.gov/E-Verify Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.