Financial Planning & Analysis Professional

Company Description
With over 35 years of experience, BSI Financial Services is a leading innovator in the U.S. mortgage industry, leveraging technology to transform how lenders, investors, and consumers interact. Our cloud-based, AI-driven platform automates processes, ensures loan file integrity, and provides real-time transparency and exception reporting. We prioritize improving borrower experience through mobile solutions that enhance satisfaction and retention. BSI Financial combines mortgage industry expertise, digital technology innovation, and strong regulatory knowledge to remain at the forefront of modernization. Recognized as one of the fastest-growing mortgage servicing companies, we are committed to delivering value and maintaining a culture of innovation.
Role Description
This is a full-time hybrid / on-site role located in Gurgaon (India) for an FP&A Analyst supporting BSI's Mortgage Portfolio. The Analyst will play a crucial role in analyzing financial data, preparing forecasts, and supporting budgeting and reporting activities, working directly with the FP&A Lead on deliverables that go to senior leadership. Responsibilities include running scenarios in the enterprise Financial Budget Model, building projection models that mirror existing business functions, performing budget vs. actual variance analysis, identifying cost-per-loan and revenue-per-loan trends by segment, and providing actionable insights for decision-making. Partnering with cross-functional teams, the role will also involve streamlining processes by automating recurring workflows with SQL and AI-assisted tools, and enhancing existing Excel models to make them more advanced and scalable.
Qualifications
Bachelor's or Master's degree in Finance, Accounting, Economics, Engineering or a related quantitative field from a top-tier institution (IIT, NIT, SRCC or equivalent)
Experience in FP&A, corporate finance, consulting or financial analytics (2+ years preferred)
Strong financial analysis, budgeting and forecasting skills
Strong Excel skills: structured, auditable models, lookups, pivots and scenario logic
Understanding of business performance analysis: P&L, budget vs. actual variances and KPI tracking
Structured approach to problem-solving and critical thinking
Clear written communication; able to summarize results and variances concisely and work with cross-functional teams
Detail-oriented, with a focus on accuracy and the ability to work under deadlines
Preferred
CFA Level 1 cleared
Hands-on use of AI tools in financial analysis workflows, particularly Claude
Experience preparing PowerPoint slides and working knowledge of SQL
Exposure to financial services or mortgage servicing (not required)

Work arrangement
No