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We are looking for a highly skilled Director of FP&A to lead financial planning and analysis initiatives for our organization in Salt Lake City, Utah. This role is pivotal in driving strategic financial insights, delivering executive-level reporting, and managing budgeting, forecasting, and long-term financial planning processes. The ideal candidate will have exceptional analytical abilities, communication skills, and expertise in financial modeling and presentation development to support growth and profitability in a dynamic mortgage servicing environment.
Job Responsibility:
Prepare executive financial reports, monthly Flash updates, and management presentations that effectively communicate business performance to leadership
Develop clear and compelling narratives to translate financial results and complex data into actionable insights for executive stakeholders
Lead the annual budgeting process, collaborating across departments to ensure accurate and data-driven financial targets
Oversee rolling forecasts, integrating market trends, interest rate impacts, and portfolio performance into actionable plans
Build and refine long-term financial models to support strategic decision-making and capital planning
Create and maintain valuation models for pricing and profitability analysis, supporting new business opportunities in loan servicing
Collaborate with business development and operations teams to evaluate the financial implications of new contracts and portfolios
Enhance FP&A systems and reporting tools to improve efficiency, accuracy, and automation
Partner with cross-functional teams, including Accounting, Treasury, and Servicing Operations, to align financial results with operational metrics
Mentor and manage FP&A teams, fostering collaboration and continuous growth across both onshore and offshore locations
Requirements:
Minimum of 7 years of experience in financial planning and analysis or related roles
Strong expertise in annual budgeting, month-end close processes, and cash flow forecasting
Proven ability to create detailed and accurate financial reports tailored for executive leadership
Advanced skills in financial modeling, including valuation and scenario testing
Proficiency in using FP&A systems and tools to streamline reporting and analysis
Exceptional communication skills, with the ability to convey complex financial concepts clearly and effectively
Demonstrated leadership experience, including mentoring and managing teams
Bachelor's degree in Finance, Accounting, or a related field
MBA or CPA preferred
What we offer:
medical, vision, dental, and life and disability insurance