SVP, Strategic Finance

Role Overview

• Lead Enterprise FP&A
• Own the company’s financial planning, forecasting, and budgeting processes
• Develop dynamic driver-based forecasting models tied to mortgage banking operational metrics
• Lead scenario analysis around interest rate environments, origination volume, margins, and profitability
• Deliver forward-looking financial insights to executive leadership
• Lead preparation of executive management reporting and board-level financial packages
• Develop clear KPI frameworks that highlight drivers of profitability across the organization
• Provide financial analysis and insights to support strategic decision-making
• Develop deep analytics around mortgage banking economics
• Partner closely with production, capital markets, and servicing leadership to analyze performance drivers
• Modernize the FP&A function through improved processes, automation, and technology
• Overhaul internal financial reporting and analytics infrastructure
• Partner with technology and data teams to improve financial data quality and availability
• Act as a financial partner to senior leaders across production, operations, servicing, and corporate functions
• Provide financial insights to support operational decision-making
• Identify opportunities to improve profitability and operational efficiency
• Support financial analysis and reporting required by private equity ownership
• Develop financial models and analysis supporting strategic initiatives and long-term planning
• Provide transparency around key financial and operational drivers
• Build and lead a high-performing FP&A and financial analytics team
• Establish best practices for financial planning, reporting, and business intelligence

Requirements

• Degree in Finance, Economics, Accounting or related required.
• Masters Degree directly related to the position or equivalent, preferred.
• Minimum 12 years experience in Corporate Finance, FP&A, or Strategic Finance related role(s).
• Minimum five years supervisory or leadership experience.
• Significant experience in mortgage banking, consumer lending, or financial services
• Experience working within private equity-backed or highly performance-driven organizations
• Demonstrated success building or transforming FP&A functions
• Strong understanding of mortgage banking economics including production channel economics, capital markets and secondary marketing dynamics, servicing and MSR economics
• Advanced financial modeling and forecasting capabilities
• Experience building driver-based planning models
• Strong experience in executive reporting and board-level financial presentations
• Experience working with or implementing financial systems and data tools such as: Business intelligence tools, Data warehouse environments and financial reporting automation

Benefits

• Medical
• Dental
• Vision
• Life insurance
• AD&D
• LTD
• 401(k) with employer match