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Senior Vice President, Financial Planning & Analysis
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Consolidated Analytics
Plano, TX (In Person)
$157,500 Salary, Full-Time
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Job Description
Senior Vice President, Financial Planning & Analysis Consolidated Analytics - 3.2 Plano, TX Job Details Full-time $125,000 - $190,000 a year 3 hours ago Benefits Health savings account Health insurance Dental insurance 401(k) Paid time off Vision insurance Life insurance Qualifications Certified Corporate FP&A Professional (FPAC) Accounting systems Operational analysis Data visualization software proficiency Mergers and Acquisitions (M&A) agreements Business intelligence Mortgage services Financial model construction Financial plan development Global team management SQL Business intelligence tools Managing budgets in a finance role Bachelor's degree Bank experience Managing financial analysis teams Global macro strategy Long-term financial planning Data analytics Leading team collaboration initiatives Finance directorship Data-driven problem-solving Sage Intacct Financial forecasting analysis Master of Business Administration Data visualization projects Database software proficiency
Full Job Description ROLE:
Senior Vice President of Financial Planning & Analysis (FP&A)LOCATION
Santa Ana, CA or Plano, TXDESCRIPTION
Consolidated Analytics is seeking a strategic and operationally focused Senior Vice President of Financial Planning & Analysis (FP&A) to serve as a key business partner to the CFO and executive leadership team. This executive will lead all aspects of global financial planning, forecasting, budgeting, business performance management, strategic analysis, and executive reporting across the organization. The SVP, FP&A, will play a critical role in driving profitable growth, improving operational efficiency, supporting M&A initiatives, and delivering actionable insights that influence enterprise decision-making. The ideal candidate combines deep mortgage banking industry expertise with strong financial leadership, analytical rigor, and experience supporting complex global organizations. This position requires a highly visible leader capable of translating financial data into business strategy while building scalable planning processes and performance management disciplines across multiple business lines and geographiesRESPONSIBILITIES
Strategic Finance & Executive Partnership Serve as the primary FP&A advisor to the CFO, CEO, and executive leadership team. Develop and maintain long-range strategic financial plans aligned with corporate objectives. Lead enterprise-wide budgeting, forecasting, and scenario-planning processes. Provide actionable recommendations regarding growth opportunities, profitability improvement, investments, and resource allocation. Deliver financial insights supporting strategic initiatives, acquisitions, partnerships, and new market expansion. Global Financial Planning & Analysis- Lead all global FP&A functions across domestic and international operations.
- Develop monthly, quarterly, and annual forecasting models.
- Ability to translate and adapt scalable technology and staffing models to financial performance. Demonstrated ability to implement forecasted and budgeted initiatives related to capacity planning
- Drive variance analysis and performance reporting across business units.
- Establish KPI frameworks and executive dashboards to monitor financial and operational performance.
- Proficient and forward-thinking with AI technologies related to financial reporting and analysis systems
- Partner with Accounting, Operations, Sales, Technology, and Human Resources to improve forecasting accuracy and business accountability. Mortgage Banking & Industry Analytics
- Provide financial leadership across mortgage banking, servicing, capital markets, valuation, due diligence, fulfillment, and related services.
- Analyze market trends including origination volume, servicing economics, margin performance, capacity utilization, and operational productivity.
- Develop financial models related to mortgage production, servicing, secondary marketing, and fee-based service businesses.
- Evaluate profitability by client, product line, channel, and geography. Business Intelligence & Data Analytics
- Enhance reporting capabilities through automation and advanced analytics.
- Partner with technology teams to improve data governance, reporting architecture, and business intelligence platforms.
- Build predictive models to support revenue forecasting and workforce planning. Leadership & Team Development
- Build and lead a high-performing global FP&A organization.
- Establish best practices, governance standards, and planning disciplines.
- Mentor and develop future finance leaders.
- Foster a culture of accountability, collaboration, and continuous improvement.
QUALIFICATIONS
Required Education and Experience:
- Bachelor's degree in Finance, Accounting, Economics, or related field.
- MBA, CPA, CFA, or equivalent advanced credential preferred.
- 15+ years of progressive finance leadership experience.
- 7+ years leading enterprise FP&A functions at the Director, VP, or SVP level.
- Significant experience within the mortgage banking, mortgage servicing, financial services, fintech, or housing finance industries.
- Demonstrated experience partnering directly with CEOs and executive leadership teams.
- Experience leading global finance teams and supporting multi-entity organizations.
- Strong expertise in financial modeling, forecasting, budgeting, and strategic planning.
- Advanced proficiency with financial systems, ERP platforms, BI tools, and data visualization technologies.
Systems:
Experience with Sage Intacct; Limelight Financial Planning; SQL Preferred- Experience supporting private equity-backed organizations.
- M&A integration and due diligence experience.
- Experience in rapidly scaling businesses and transformational growth environments.
- Knowledge of mortgage servicing rights (MSRs), secondary markets, valuation services, and outsourcing operations. Leadership Competencies
- Strategic thinker with strong business acumen
- Executive presence and board-level communication skills
- Data-driven decision maker
- Collaborative and influential leader
- High degree of intellectual curiosity
- Ability to thrive in a fast-paced, entrepreneurial environment
- Strong change management and organizational leadership capabilities