ABOUT THE ROLE CountryPlace Mortgage, a leading nationwide personal property, mortgage and commercial lender headquartered in Plano, TX, is seeking a Senior Financial Analyst to help grow our Finance Department. This in-…
Skills: Data modeling, Financial modeling, SQL, Advanced Excel, Portfolio analysis
ABOUT THE ROLE CountryPlace Mortgage, a leading nationwide personal property, mortgage and commercial lender headquartered in Plano, TX, is seeking a Senior Financial Transaction Analyst to help grow our Finance Departme…
Skills: Data modeling, Financial analysis, SQL, Advanced Excel, Risk management
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticip…
Skills: Credit risk, Portfolio analysis, Data visualization, Tableau, SQL
The Commercial & Investment Banking Finance & Business Management team is looking for a strategic, analytical and energetic professional to support the Client Onboarding and Servicing organization. This is a high-impact …
Skills: Strategic planning, Problem-solving, Project management, Financial analysis, Data insights
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible. As a Lead Software Engineer at JPMorganChase within the Corporate Sector Technology, you are an inte…
Skills: Java, Python, Spring Boot, Microservices, Kubernetes
Join our Team Ericsson Inc. does not sponsor U.S work authorizations for this job position including U.S. immigration filings for initial and/or change of employer paperwork for H-1’s, H-1B1’s, E-3’s, O-1’s, and TN’s. Er…
Skills: Data analysis, Microsoft Power Platform, Strategic planning, Cross-functional project management, Reporting
Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products …
What You Will Be Serving Up: The Development Strategy Senior Analyst partners with KFC Development teams to shape and drive the brand’s growth agenda. The role combines development reporting and forecasting, project lead…
Skills: Financial reporting, Forecasting, Project leadership, Executive communication, Data modeling
Onbe, a fast-growing FinTech, bringing innovation to a rapidly growing global marketplace, stands for “on behalf.” Because that’s exactly how we work: on behalf of our clients, as their comprehensive payments partner. We…
Skills: Java 21, Spring Boot 3, AI coding agents, Claude Code, Microservices
D.R. Horton, Inc., the largest homebuilder in the U.S., was founded in 1978 and is a publicly traded company on the New York Stock Exchange. It is engaged in the construction and sale of high quality homes designed princ…
Lead Software Engineer - Infrastructure (HPE NonStop/Tandem) with AI/Automation
Plano, Texas, United States · On-site
$157k–$215k/yr
Senior$1.6B raised
Assume a vital position as a key member of a high-performing team that delivers infrastructure and performance excellence. Your role will be instrumental in shaping the future at one of the world's largest and most influ…
Product Manager - Lending Product - Vice President
Plano, Texas, United States · On-site
Senior+$1.6B raised
You are passionate about shaping the future of digital lending experiences and driving product innovation at scale. As a Vice President Product Manager, you will lead the strategy, design, and delivery of client-facing l…
Skills: Product Management, Digital Lending, Workflow Automation, Strategic Planning, Process Transformation
Executive Director, Supplier Practices - Consumer & Community Banking and International Consumer Banking
Plano, Texas, United States · On-site
$150k–$237k/yr
Senior+$1.6B raised
Our supplier ecosystem is central to how we deliver resilient products, services, and experiences for customers. This role offers the opportunity to set high standards and drive continuous improvement for supplier practi…
Skills: Third party governance, Supplier management, Operational risk, Business controls, Strategic leadership
DESCRIPTION: Duties: Provide strategic oversight of workforce-related privacy governance within the Human Resources and Employee Experience Chief Data Office. Key accountabilities include directing the management of work…
Skills: Data privacy, Regulatory compliance, HR data governance, Privacy impact assessment, GDPR
Shape how clients experience complex platform and channel changes by designing clear, dependable migration approaches. In this role, you’ll partner across product, implementation, technology, and client-facing teams to r…
Req ID: 384998 NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are…
Skills: SAP S/4HANA Finance, Financial Accounting, Controlling, Solution Architecture, SAP Fiori
Why Ryan? Hybrid Work Options Award-Winning Culture Generous Personal Time Off (PTO) Benefits 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) Monthly Gym Membership Reimbursement OR Gym Equipment Reimburs…
Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housin…
Skills: Outbound sales, Mortgage industry knowledge, Consultative selling, Lead generation, CRM software
Lead Software Engineer, Full Stack Do you love building and pioneering in the technology space? Do you enjoy solving complex business problems in a fast-paced, collaborative, inclusive, and iterative delivery environment…
The Senior Financial Analyst will lead data modeling for investor transactions and manage end-to-end transaction lifecycles to ensure operational readiness. They will also partner with cross-functional teams to provide financial insights, validate performance, and ensure regulatory compliance.
Requirements
Candidates must hold a bachelor degree in Finance, Business, Accounting, or Economics and possess at least 7 years of experience in financial analysis within the mortgage or financial services industry. Proficiency in SQL, advanced Excel, and a strong understanding of GAAP are required for this role.
Full job description
ABOUT THE ROLE
CountryPlace Mortgage, a leading nationwide personal property, mortgage and commercial lender headquartered in Plano, TX, is seeking a Senior Financial Analyst to help grow our Finance Department. This in-person role located in our Plano, TX office will focus on data modeling, pricing models, and risk management offering an exciting opportunity to work within a high-impact environment. Working closely with stakeholders to enhance reporting, optimize business processes, and contribute valuable insights to improve strategies, manage risk, and maximize profitability.
ESSENTIAL DUTIES & RESPONSIBILITIES
Lead data modeling for investor transactions and due diligence activities for bulk and flow agreements, servicing transfers, approvals, renewals, and capital market transactions while ensuring timely execution and regulatory compliance
Prepare, reconcile, and validate investor data tapes, loan-level servicing data, and financial records for due diligence reviews, portfolio acquisitions, servicing transfers, investor onboarding, and regulatory reporting
Manage end-to-end transaction lifecycles, including onboarding, approvals, portfolio transfers, governance documentation, and ongoing monitoring to ensure operational readiness and audit transparency
Coordinate investor, stakeholder, and due diligence requests by providing financial, operational, servicing, and governance documentation while responding to investor, regulatory, rating agency, and audit inquiries
Conduct financial modeling, portfolio analysis, data validation, and quantitative reporting to support investment evaluations, lending decisions, transaction approvals, and governance initiatives
Partner with Capital Markets, Risk, Compliance, Legal, Product Management, Operations, Servicing, Technology, and Sales teams to support investment decisions, transaction execution, and regulatory compliance
Ensure compliance with internal and external governance requirements while maintaining audit-ready documentation and regulatory adherence
Monitor transactions, servicing portfolios, operational performance metrics, and due diligence milestones while proactively identifying risks, escalating issues, and driving timely resolution
Analyze financial, operational, transactional, and servicing data using SQL, advanced Excel, and reporting tools to support investment decisions, identify risks, validate performance, and deliver actionable insights
Perform data mining, data analysis, quality assurance, and exception management across large datasets to identify trends, resolve discrepancies, and improve reporting accuracy and data integrity
Prepare executive presentations and deliver data-driven insights, transaction updates, portfolio analyses, and recommendations to senior leadership and key stakeholders
POSITION REQUIREMENTS, CAPABILITIES, & SKILLS
Excellent written, verbal and interpersonal communication skills
Meticulous attention to detail and accuracy
Adept at identifying and resolving problems in a timely manner
Advanced organizational and time management skills with the ability to multi-task
Effective decision-making, customer service and problem-solving skills
Ability to strategize and prioritize efforts to achieve goals
Excellent research and critical thinking skills
Good problem-solving and decision-making skills
Strong interpersonal skills and ability to work well with a wide range of people
Ability to read and interpret published rules and regulations
Positive & professional demeanor
Self-starter with strong organizational skills
Highly organized, consistent, and solutions focused
Employ a strong sense of urgency and ownership in all activities
Self-motivated with the ability to work independently
Ability to work effectively in a team environment
Strong leadership skills with the ability to guide and influence others
Strong understanding of accounting principles and GAAP
Consistently meets and exceeds individual, team and department objectives
Perform other duties and special projects as assigned
MINIMUM QUALIFICATIONS
BA/BS degree required in Finance, Business, Accounting, or Economics
7+ years of experience in financial analysis, in the mortgage or financial services industry
Mortgage industry or financial service industry experience strongly preferred
MSP experience preferred
SQL experience and working with data warehouses
Report automation tools a plus
Understanding of accounting principles and concepts
Familiarity with Secondary Marketing and Capital markets is a plus
Advanced Microsoft Office capabilities
Experience with Encompass and MSP preferred
WE OFFER
Competitive Salary
Medical/Dental/Vision Insurance
Paid Holidays
401K Match
Generous PTO
FSA/HSA Plans
Life /Disability/Accidental Insurance and much more!
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. Local candidates only - relocation not available.
Disclaimer: The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time totime, as needed.
Cavco Industries and CountryPlace Mortgage are committed to providing equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status with respect to recruitment, hiring, promotion and other terms and conditions of employment.
Based in Dallas, Texas, Palm Harbor Homes is one of the nation's largest marketers of factory-built homes.
Industry
Construction
Company size
501-1,000 employees
Founded
1977
Headquarters
Plano, Texas
LinkedIn followers
4,853
Based in Dallas, Texas, Palm Harbor Homes is one of the nation's largest marketers of factory-built homes. Palm Harbor builds, sells, finances and insures the best built manufactured homes available today. Palm Harbor is part of the family of construction services companies owned by Cavco Industries, Inc. (NASDAQ: CVCO) in Phoenix, Arizona.
Palm Harbor sells its homes through company-owned superstores and independent retailers. Commercial modular development for work force housing, hospitality, medical, retail, office, dormitories and more is available through PHN Commercial. Cavco's insurance subsidiary, Standard Casualty, offers a wide range of insurance packages with a specialty in manufactured homes. Palm Harbor's Nationwide Homes subsidiary builds high-quality modular homes. And CountryPlace Mortgage, Cavco's finance subsidiary, offers a variety of financing options to suit any home buyer.
Offices: 4965 Preston Park Blvd, Plano, Texas 75093, US · 4405 n Highway 67, Mesquite, Texas 75150, US · 5451 S IH-35 E, Corinth, TX 76210, US · 2701 E Front St, Tyler, Texas 75702, US · 4740 Interstate 35 N, Waco, Texas 76705, US
How much do Finance & Accounting jobs in Plano, TX pay?
Based on 376 listings with disclosed salaries, most finance & accounting jobs in Plano, TX pay between $57k–$205k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in Plano, TX right now?
There are currently 1,308 open finance & accounting positions in Plano, TX listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Plano, TX?
Companies currently hiring include JPMorganChase, Capital One, Bank of America, Toyota Racing Development, Samsung Electronics France, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Plano, TX?
Yes — 306 of the 1308 open finance & accounting positions offer remote or hybrid work (54 remote, 252 hybrid).
How do I apply for Finance & Accounting jobs in Plano, TX?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.