Financial Analyst - Rosegate Mortgage

Smart | Honest | Driven

Rosegate Mortgage is a leader in the home loans industry, dedicated to providing fast, personalized financing solutions. Founded in Charlotte in 2020, we have built a strong reputation based on our expertise, cutting-edge technology, and a best-in-class operations team. Our mission is to create lifelong customers through exceptional home-buying experiences.

We are seeking a Financial Analyst to join our growing team. This is a unique opportunity to directly contribute to the development and growth of our company while gaining unparalleled executive exposure. The Financial Analyst will play a key role in maintaining our accounting systems, ensuring regulatory compliance, and managing payroll. This position reports directly to the CFO.

Responsibilities:

• Prepare monthly executive and financial reporting packages
• Manage and maintain accurate financial records, including ledgers, invoices, and receipts
• Monitor and forecast budgets to align with current financial needs
• Complete monthly, quarterly, and annual compliance reporting requirements
• Keep company licensure current and in good standing
• Ensure payroll accuracy and efficiency, including managing commissions, benefits, insurance, and general deductions
• Assist CFO as needed

Qualifications:

• Bachelor's degree in Accounting, Finance, Business, or a related field
• 2+ years of relevant experience
• Strong proficiency in Microsoft Excel, Microsoft Word, and accounting software
• Experience with QuickBooks is preferred but not required
• Ability to work efficiently under tight deadlines and manage multiple priorities
• High level of integrity and discretion when handling confidential information
• Self-starter with the ability to work independently and collaboratively on projects

Benefits: 

• Health, Dental & Vision Insurance 
• Health savings account 
• 401k with match

Rosegate Mortgage is an equal-opportunity employer. All employment decisions are based on business needs, job requirements, and individual qualifications. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Rosegate Mortgage | NMLS: 2020757| www.nmlsconsumeraccess.org | Equal Housing Opportunity | Licensed in NC, SC, GA, TN, FL, MD, TX, PA, IA, AL, OK, KY, CT, AR, CA & VA | 11225 N Community House Rd, Charlotte, NC 28277 | 888-657-6206 |