SVP, Strategic Finance

Guild Mortgage

1d•$198,455 - $297,683

About The Position

This position is an experienced SVP, Strategic Finance to lead financial planning, enterprise analytics, and finance transformation for a rapidly evolving mortgage banking platform backed by private equity ownership. This leader will serve as a key strategic partner to the CFO and executive leadership team, responsible for building a modern FP&A function that delivers forward-looking insights, scalable financial infrastructure, and improved decision support across the organization. This role will be instrumental in improving financial visibility across the company, strengthening forecasting capabilities, and developing automated reporting and analytics that support executive leadership, operational leaders, and private equity stakeholders.

Requirements

Degree in Finance, Economics, Accounting or related required.
Minimum 12 years experience in Corporate Finance, FP&A, or Strategic Finance related role(s).
Minimum five years supervisory or leadership experience.
Significant experience in mortgage banking, consumer lending, or financial services
Experience working within private equity-backed or highly performance-driven organizations
Demonstrated success building or transforming FP&A functions
Strong understanding of mortgage banking economics including production channel economics, capital markets and secondary marketing dynamics, servicing and MSR economics
Advanced financial modeling and forecasting capabilities
Experience building driver-based planning models
Strong experience in executive reporting and board-level financial presentations
Experience working with or implementing financial systems and data tools such as: Business intelligence tools, Data warehouse environments and financial reporting automation
Forward thinking technology expertise, leveraging AI and other non-Excel based tools
Strategic thinker with strong operational execution
Ability to influence senior leadership and cross-functional stakeholders
Strong communication and executive presentation skills
Comfortable operating in fast-paced, evolving environments
Strong problem-solving mindset and intellectual curiosity
Change Leadership and Transformation Mindset
Comfort with Ambiguity
Intellectual Curiosity
Business Partnership Mindset
Excellent verbal and written communication skills required.
Highly organized and detail-oriented; ability to work in a fast-paced, metrics-driven environment required.
Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications required.
Commitment to company values.
Customer Service - Proactive attention to each person
Integrity - Do and say what's right
Respect - Treat others with dignity
Collaboration - Listen and work together
Learning - Seek knowledge and strive for improvement
Work is primarily sedentary; mobility in an office setting.
Frequent use of computer keyboard and mouse.
Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation.
Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
Office environment – moderate noise, no substantial exposure to adverse environmental conditions.
Learn new tasks, remember processes, maintain focus, complete tasks independently, and make timely decisions in the context of a workflow.
This role requires effective adaptation to workplace stressors, including customer service complaints, security responsibilities, and competing priorities.
Must be able to adhere to process protocol. Must be able to apply established protocols in a timely manner.
Work is primarily performed during the business week, Monday - Friday.

Nice To Haves

Masters Degree directly related to the position or equivalent, preferred.

Responsibilities

Lead Enterprise FP&A
Own the company’s financial planning, forecasting, and budgeting processes
Develop dynamic driver-based forecasting models tied to mortgage banking operational metrics
Lead scenario analysis around interest rate environments, origination volume, margins, and profitability
Deliver forward-looking financial insights to executive leadership
Lead preparation of executive management reporting and board-level financial packages
Develop clear KPI frameworks that highlight drivers of profitability across the organization
Provide financial analysis and insights to support strategic decision-making
Develop deep analytics around mortgage banking economics
Partner closely with production, capital markets, and servicing leadership to analyze performance drivers
Modernize the FP&A function through improved processes, automation, and technology
Overhaul internal financial reporting and analytics infrastructure
Partner with technology and data teams to improve financial data quality and availability
Act as a financial partner to senior leaders across production, operations, servicing, and corporate functions
Provide financial insights to support operational decision-making
Identify opportunities to improve profitability and operational efficiency
Support financial analysis and reporting required by private equity ownership
Develop financial models and analysis supporting strategic initiatives and long-term planning
Provide transparency around key financial and operational drivers
Build and lead a high-performing FP&A and financial analytics team
Establish best practices for financial planning, reporting, and business intelligence