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About the Role

The Senior Financial Analyst plays a key role within the Cotality Insurance Solutions Finance team, supporting financial reporting, forecasting, and decision support through accurate, timely, and insight-driven analysis. This role is responsible for analyzing monthly financial variances, reviewing key performance indicators, and providing detailed insights into monthly revenue trends. The analyst will collaborate on quarterly forecasting and annual budgeting processes, leveraging advanced tools to integrate diverse datasets and translate complex financial data into cohesive datasets. The position partners cross-functionally across Finance, Sales, Marketing, and Product teams to ensure timely and accurate submission of financial information and supports the development of executive-level presentations.

Responsibilities

Analyze monthly financial variances and review key performance indicators to ensure accurate financial reporting for the insurance solutions segment.
Execute quarterly forecasting and annual budgeting activities to provide leadership with a clear view of financial trajectories.
Provide detailed insight into monthly revenue trends and collaborate with finance colleagues to improve the accuracy of revenue reporting.
Build and maintain advanced data visualizations using Power BI (or similar tool) to transform financial data into clear business insights.
Utilize Microsoft Fabric and Power Query to integrate diverse datasets.
Help prepare financial models and reporting structures that support the evolving needs of our business partnerships.
Partner across multiple departments to ensure the timely and accurate submission of all required financial information.
Establish regular communication and alignment with marketing, product and sales teams regarding company priorities and revenue expectations.
Compile supplemental financial materials and presentations to support executive leaders in making strategic decisions.
Help prepare ad hoc reporting requests and high-priority special projects.

Requirements

Bachelor’s degree in Finance, Accounting, or Economics required; Master’s degree preferred
Minimum of 5 years of experience in financial planning, budgeting/forecasting
Public Accounting experience a plus
Strong written and verbal communications skills, including an ability to influence people to move toward collective organizational goals, effectively communicate financial results both verbally and through reports, and make informative presentations to leadership
Proven track record of independent development of analytical tools and methodologies
Established track record on process simplification and automation
Ability to manage multiple projects on concurrent basis by demonstrating ability to meet deadlines

Skills

Advanced knowledge and ability to use Microsoft Excel, Power Query, Microsoft Fabric and Power BI to prepare business and financial modeling
Ability to research and analyze data, and convert data into business insight

Location

Remote

Work Type

Full-time

Experience Level

5 years

Education Level

Bachelor's degree in Finance, Accounting, or Economics
Master's degree preferred

Salary/Compensations

69,900 - 95,000 USD

Benefits

Generous PTO and 11 paid holidays
Well-being and volunteer time off
Up to 16 weeks of fully paid parental leave
Baby stipend
Multiple medical plan options with mental health and wellness support offerings
401(k) with company match
Vesting after one year
$400 annual well-being stipend
Tuition assistance up to $5,250
Recognition Rewards
Referral bonuses
Exclusive discounts

About the Company

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric.
Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem.
Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world.
Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society.
Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy.
We know our people are our greatest asset.
At Cotality, you can be yourself, lift people up and make an impact.
By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities that better serve the property industry.
CoreLogic will now be called Cotality!
Our new brand reflects our commitment to delivering innovative solutions and building deep relationships.
We are a growing company with a people-first culture which has earned us Great Place to Work recognitions in six countries.

Equal Opportunity

Cotality is an Equal Opportunity employer committed to attracting and retaining the best-qualified people available, without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability or status as a veteran of the Armed Forces, or any other basis protected by federal, state or local law.
Cotality maintains a Drug-Free Workplace.
Cotality is fully committed to a work environment that embraces everyone’s unique contributions, experiences and values.
We offer an empowered work environment that encourages creativity, initiative and professional growth and provides a competitive salary and benefits package.
We are better together when we support and recognize our differences.
Cotality will not discriminate or retaliate against applicants who inquire about, disclose, or discuss their compensation or that of other applicants.