SVP, FP&A
Indexed description
The ideal candidate brings deep expertise in mortgage banking economics, advanced FP&A leadership experience, and a proven track record building scalable financial infrastructure within fast-paced, performance-driven environments. This is a highly visible opportunity to shape financial strategy, modernize reporting and analytics capabilities, and influence executive-level decision-making across the business.
Salary Range: $200,000 – $297,000 base salary plus executive bonus potential and comprehensive benefits package
Please note this range is an estimate and actual pay may vary based on qualifications and experience.
Responsibilities
- Lead enterprise-wide financial planning, forecasting, and budgeting processes across the organization
- Develop and maintain dynamic driver-based financial models tied to mortgage banking operational metrics and profitability drivers
- Perform scenario planning and financial analysis related to interest rates, loan origination volumes, margins, and overall business performance
- Deliver executive-level financial insights and strategic recommendations to leadership teams and stakeholders
- Prepare board-level reporting packages, KPI dashboards, and executive financial presentations
- Partner with operational leaders across production, servicing, capital markets, and corporate functions to evaluate business performance and identify improvement opportunities
- Modernize FP&A processes through automation, enhanced reporting infrastructure, and scalable analytics solutions
- Collaborate with technology and data teams to improve financial data quality, reporting accessibility, and enterprise analytics capabilities
- Support financial analysis and strategic reporting initiatives associated with private equity ownership and long-term growth planning
- Build, mentor, and lead a high-performing FP&A and financial analytics team while establishing scalable best practices across the finance organization
- Bachelor’s degree in Finance, Accounting, Economics, or related field required; advanced degree preferred
- 12+ years of progressive experience in Corporate Finance, FP&A, or Strategic Finance leadership roles
- Minimum 5 years of leadership and team management experience
- Significant experience within mortgage banking, consumer lending, or financial services organizations
- Strong understanding of mortgage banking economics, including servicing, production channels, capital markets, and profitability drivers
- Demonstrated success building or transforming FP&A and financial analytics functions
- Advanced financial modeling, forecasting, and scenario planning expertise
- Experience preparing executive reporting packages and board-level financial presentations
- Familiarity with financial systems, business intelligence platforms, data environments, and reporting automation tools
- Strong communication, executive presentation, and cross-functional stakeholder management skills
- Strategic mindset with the ability to operate effectively in fast-paced, evolving environments
- Experience working within private equity-backed organizations preferred
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