Job Description

Title : Vice President of Finance

Company : Financial Services Industry

Compensation : Up to $200k base salary + bonus

Location : San Diego (Hybrid)

Overview

Our client, a well-established financial services organization, is seeking a Vice President of Finance to lead financial planning, forecasting, reporting, and strategic finance initiatives. This individual will partner closely with executive leadership to drive financial performance, oversee key risk and profitability analyses, and lead a high-performing finance team.

Key Responsibilities

• Lead, develop, and mentor the Financial Planning & Analysis team.
• Own the annual budgeting process, financial forecasting, and long-range planning activities.
• Partner with executive leadership to provide financial insights, strategic recommendations, and business performance analysis.
• Develop and maintain financial models, KPI reporting, profitability analyses, and executive reporting packages.
• Oversee organizational and product profitability reporting, ensuring accurate and actionable insights.
• Manage and enhance the CECL model, including monthly calculations, scenario analysis, reporting, and committee presentations.
• Lead audit, regulatory exam, and model validation support activities.
• Drive report automation and business intelligence initiatives using Power BI, SQL, and other reporting tools.
• Ensure the integrity and accuracy of financial databases, reporting systems, and management reporting.
• Collaborate cross-functionally on strategic initiatives, process improvements, and special projects.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 10+ years of progressive finance, FP&A, accounting, or financial management experience.
• Financial services, banking, credit union, or related industry experience.
• Strong experience with budgeting, forecasting, and financial modeling.
• Hands-on CECL modeling and reporting experience.
• Experience with Power BI, SQL, or similar reporting and data automation tools.
• Proven leadership experience managing and developing teams.
• Strong analytical, communication, and executive presentation skills.
• CPA, CFA, and/or MBA preferred.
• Experience presenting financial results and strategic recommendations to executive leadership and boards preferred.
• Background in profitability analysis, asset/liability management, and enterprise financial reporting preferred.

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