Director of Finance Transformation and Data

Responsibilities

• Develop and execute a finance data strategy that supports growth, regulatory requirements, and capital markets objectives
• Establish and sustain data governance across finance data, covering ownership, definitions, lineage, and controls
• Align data definitions across ERP, loan origination and servicing systems, data warehouse, and accounting/FP&A reporting
• Maintain the finance systems roadmap, spanning ERP, expense management, and integrations with loan subledger/servicing platforms, loan origination, and the enterprise data platform
• Advance automation and system integration within the accounting and finance technology stack
• Collaborate with Technology to streamline architecture and remove cross-platform redundancies
• Lead initiatives to shorten the financial close cycle
• Automate data integrations, journal entries, reconciliations, consolidations, and reporting workflows
• Improve data readiness for SEC reporting, regulatory filings, and investor/securitization reporting
• Enable reconciled product-level P&Ls across accounting and FP&A
• Support the creation of standardized datasets in Snowflake for multiple use cases
• Enhance FP&A self-service reporting capabilities and dashboards
• Identify and eliminate manual processes across the accounting cycle and expense management
• Implement automation tools such as reconciliation software, workflow engines, and data pipelines
• Standardize finance processes across systems and business lines
• Collaborate with cross-functional process owners to translate business requirements into scalable, cross-platform reporting solutions
• Lead a portfolio of transformation programs with defined priorities, timelines, and ROI tracking
• Coordinate across Finance, Risk, and Technology as the central point of contact
• Oversee third-party vendors, system integrators, and implementation partners

Requirements

• More than 15 years of experience in finance transformation, data, or finance systems leadership within financial services
• Strong knowledge of accounting and close processes, FP&A, financial modeling, and the loan lifecycle from origination through servicing and charge-off
• Hands-on experience with loan origination and servicing systems, Concur, data platforms/warehouses, and ERP/GL
• Proven success integrating finance and lending platforms, standardizing data models, supporting government implementations, and automating finance processes
• Strong systems orientation with the ability to connect disparate platforms
• Effective cross-functional influencer across Finance, Risk, and Technology, with advanced interpersonal skills across diverse stakeholders
• Proven ability to analyze relevant information and apply sound judgment
• Ability to manage multiple complex initiatives concurrently amid competing priorities
• Detail-oriented and action-focused
• Strong verbal and written communication skills
• Basic proficiency with Microsoft Office suite

Technologies

• Snowflake
• Concur

Desirable

• Experience designing data flows across loan origination and servicing, General Ledger/ERP, data warehouse, and FP&A reporting
• Experience supporting CECL/credit loss modeling infrastructure and SEC regulatory reporting
• Hybrid background spanning Finance (Accounting / FP&A) and Data / Technology (architecture, data platforms)