Senior Business Analyst

Senior Business Analyst

Location: Denver, CO (Hybrid) / Mill Valley, CA (Hybrid) / Remote (Mountain Time)

Contract: Yes

Experience Required: 10+ years

JD: Need experience in tech/engineering services to REITs, private credit, IB, and hedge funds.

Financial expertise 
MBS Trader/ trading experience

Key Responsibilities & Skills

Core Financial Domain Expertise (Must-Have)

• Deep experience in investment banking, capital markets, and financial instruments particularly in capital allocation, derivatives, and Mortgage-Backed Securities (MBS).
• Proven track record in private credit analysis, including complex credit risk evaluation and non-traditional lending.
• Strong grasp of securitization, including risk assessment, hedge positioning, and asset structuring.
• Solid understanding of corporate finance: ROE, leverage, cost of capital, and capital turnover.

Financial Reporting & Analysis (Prefererd)

• Hands-on experience preparing and analyzing quarterly/annual financial reports, including SEC filings (10-K, 10-Q).
• Strong command of financial statements: income statement, balance sheet, and cash flows.
• Skilled in trend/variance analysis, forecasting, and transforming financial data into actionable business insights.

Mortgage & Real Estate Finance (Preferred)

• Familiarity with residential mortgage products, loan origination, and securitization workflows.
• Exposure to REITs, including reporting standards, regulatory compliance, and performance analysis.
• Experience working with mortgage lenders or specialty finance institutions.

Communication & Cross-Functional Collaboration

• Excellent verbal and written communication; able to articulate complex financial concepts to non-finance stakeholders.
• Proven ability to work across Finance, FP&A, Accounting, and Product teams (including offshore collaboration).
• High attention to detail and analytical rigor.

Tools & Technical Proficiency

• Advanced Excel skills (pivot tables, complex formulas, macros).
• Proficiency in data visualization tools: Power BI, Tableau.
• Experience with ERP systems (Workday preferred; Oracle Financials, SAP also valued).
• Working knowledge of SQL or other data query tools.
• Familiarity with financial consolidation and planning tools: FiS Integrity, Workiva, Planful.