Director of Financial Planning and Analysis

Segrera Associate is partnering with a financial services firm that is looking to hire a Director of FP&A. This is a high-impact, highly visible role focused on building, analyzing, and driving the business—not just reporting on it.

Forecasting & Planning

• Lead, own, and manage complex financial models, including:
• Portfolio growth (originations and resolutions)
• Debt utilization (warehouse facilities, securitizations, equity usage)
• Full three-statement financial forecasts (individual SPV and consolidated levels)
• Partner with business teams to model:
• Repayment curves and timing
• Loss severity and risk trends
• Pricing sensitivity and market dynamics
• Impact of current conditions on prior originations
• Lead annual bottom-up expense planning across departments, working closely with functional leaders

Reporting

• Own and deliver monthly reporting to Private Equity sponsor, including performance insights and variance analysis
• Oversee company-wide P&L reporting, including departmental performance
• Report and track profit share across various business relationships
• Support Board-level reporting and executive presentations

Data, Analytics & Technology

• Own and manage the data warehouse / data lake environment and Power BI reporting
• Lead development and prioritization of business reporting requests, ensuring alignment with strategic needs
• Partner closely with internal and external AI and technology teams to develop and deploy advanced analytics and automation solutions
• Continuously enhance data visibility, accessibility, and decision-making capabilities across the organization

Team Leadership

• Lead and develop a lean, high-performing FP&A team (4 team members)
• Provide clear direction, prioritization, and development opportunities
• Foster a culture of accountability, ownership, and continuous improvement

Strategic & Cross-Functional Partnership

• Serve as a key partner across Operations, Portfolio Management, Servicing, Risk, Marketing, and Technology
• Provide actionable insights to drive business performance and strategic decision-making
• Support capital planning, liquidity management, and overall financial strategy
• Partner with the CFO on investor relations, including preparation of materials and leading financial reviews discussions.
• Support M&A activities, including financial evaluation, due diligence, and integration planning.

Experience

• 8+ years of finance experience within private equity-backed financial services, banking, or mortgage lending

• Bachelor’s degree in Finance, Accounting, or related field required

• Strong hands-on experience in financial modeling, forecasting, and data analysis

• Proven ability to partner with business leaders and influence decision-making

• Experience working in high-growth, dynamic environments (PE-backed preferred)

• Advanced proficiency in Excel and experience with BI tools (Power BI preferred)

• Experience working with data lakes / warehouses

• Strong communication skills with ability to present to executive leadership, board, and investors

• Self-starter with a proactive, solutions-oriented mindset