Posted 23 days ago
Revenue Analyst
AI Summary
A Revenue Analyst at Concord Servicing supports the finance team by preparing revenue reports, performing reconciliation and variance analysis, and building Excel-based models and dashboards. The role involves partnering with cross-functional teams to validate revenue data and supporting month-end and year-end close activities.
About this role
Concord is a full-scope loan servicer delivering compliant, flexible, and scalable portfolio servicing solutions to meet the demands of loan originators and capital providers – and their customers – in multiple asset classes. We are service-focused, innovative thought leaders leveraging proprietary technology to deliver comprehensive, configurable, and customizable servicing solutions. Our subject matter experts proactively partner with clients to maximize portfolio performance at a competitive price.
We are looking for a detail-oriented, self-driven Revenue Analyst to join our finance team. In this role, you will support revenue reporting, reconciliation, and analysis across the organization. The ideal candidate thrives in a fast-paced environment, holds themselves to a high standard of accuracy, and can be trusted to follow established processes without constant oversight.
Key Responsibilities
- Prepare, maintain, and distribute recurring revenue reports and dashboards.
- Perform revenue reconciliation and variance analysis, identifying and resolving discrepancies.
- Build and maintain Excel-based models, trackers, and pivot reports to support financial reviews.
- Support month-end and year-end close activities related to revenue.
- Partner with cross-functional teams (Sales, Operations, etc) to validate revenue data.
- Document and adhere to established procedures for data entry, reporting workflows, and audit readiness.
- Identify process improvement opportunities and surface findings to leadership.
Requirements
Education & Experience
- Bachelor's degree in Finance, Accounting, Business, or a related field — or equivalent professional experience demonstrating the same level of competency
Technical Skills
- Intermediate to advanced proficiency in Microsoft Excel, including pivot tables and formula-based reporting
- Experience with ERP or revenue management systems a plus
- Professional Competencies
- Attention to detail: You catch errors others miss and take ownership of data accuracy before it becomes someone else's problem
- Composure under pressure: You can prioritize and execute during tight deadlines — month-end doesn't rattle you
- Procedural discipline: You read the documentation. You follow the process. When something's unclear, you ask — but you don't skip steps
- Self-motivation: You manage your own workload, follow through without being reminded, and take initiative on open questions
- Communication: You can clearly explain a data discrepancy or summarize a revenue trend to a non-finance audience
Benefits
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity, Paternity)
- Short-Term & Long-Term Disability
- Wellness Resources
Skills
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