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Director of FP&A

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Salt Lake City

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

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
  • company 401(k) plan
  • free online training

Additional Information:

Job Posted:
March 20, 2026

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