Vice President, Strategic Finance

Lead the build-out of an AI-forward, bottoms-up forecasting capability and drive adoption across Originations, Servicing, and Corporate.

Responsibilities

• Build, implement, and own an AI-forward, bottoms-up forecast process across Originations, Servicing, and Corporate using AI tools including Claude and Snowflake Cortex, with Snowflake as the primary data platform.
• Drive FP&A team adoption of the AI-forward process through training, change management, standards, and adoption tracking.
• Create AI-enabled forecasts, processes, and management reports that are accurate, auditable, and repeatable by establishing validation, controls, and governance for AI outputs.
• Partner with Operations, Technology, Data, Accounting, Treasury, and Capital Markets to design Snowflake data pipelines and models that feed the forecast.
• Act as the key driver of the department’s AI strategy for forecasting, reporting, and analysis: identify opportunities, prioritize initiatives, partner cross-functionally, and operationalize AI tools across FP&A.
• Lead technology cost-benefit analyses for large initiatives, including AI and new systems, to support capital allocation decisions.
• Forecast and track project cost vs. realized benefit (cost savings or increased revenue) and report outcomes to senior management.
• Forecast consolidated balance sheet, cash flow, and liquidity across multiple legal entities in partnership with Accounting and Treasury.
• Support compliance with key liquidity ratios and regulatory calculations by monitoring projected headroom and escalating potential shortfalls early.
• Apply technical accounting and treasury expertise to ensure forecasts reflect the correct accounting treatment across the three statements.
• Serve as liaison with the parent company on forecasts, financial reporting, and other FP&A items.
• Oversee a team covering consolidated financial reporting, Corporate FP&A, balance sheet management, and capital planning.
• Coordinate with Originations, Corporate, and Servicing FP&A teams to develop consolidated financial forecasts and management reporting.
• Own the company’s high-level macro forecasting model as a supplement to bottoms-up and rolling forecasting, enabling rapid ad hoc analysis when macro/mortgage drivers shift and producing a rolling 3-year forecast outlook for senior management and the parent company.
• Manage quarterly reporting of financial metrics and KPIs for segment reporting and earnings materials.
• Lead quarterly benchmarking exercises against public competitors.
• Perform frequent ad-hoc analyses for senior management to support strategic decision-making.
• Lead special projects to improve current financial processes.
• Operate as a hands-on, collaborative leader with ownership and accountability; provide direction, leadership, and coaching to develop the team.
• Effectively and accurately convey information to others; perform related duties as assigned by management.

Requirements

• Bachelor’s Degree in Accounting or Finance (or related field).
• 12+ years finance or accounting experience in a high-volume, fast-paced environment using advanced spreadsheet functions, databases, and reporting tools.
• Experience building AI forecasts, processes, and reports.
• Hands-on experience with data tools, primarily Snowflake, and AI tools such as Claude and Snowflake Cortex (preferred).
• AI coursework or certificate (highly desired).
• Experience leading in-depth cost-benefit analysis for large technology projects, including forecasting and tracking cost against business benefit (cost savings or increased revenue).
• Strong accounting and treasury background, including experience forecasting balance sheet, cash, and liquidity and supporting compliance with liquidity ratios and regulatory calculations.
• Experience in mortgage, banking, or financial services (highly desired).
• Demonstrated leadership, including leading change and driving team adoption of new tools and processes.
• Strong aptitude for AI and data flow automation.
• Thorough understanding of the three statement model.
• Strong working knowledge of balance sheet, liquidity, and cash flow forecasting.
• Strong analytical background and critical thinking skills; fast learner able to thrive in a fast-paced environment.
• Excellent verbal and written communication skills.
• Excellent organizational and leadership skills; ability to manage multiple tasks and complete time-sensitive projects.
• Advanced user of Excel for complex models; proficient user of Word and PowerPoint.
• Master’s Degree or MBA (plus).
• CPA or CFA designation (plus).

Technologies

• Claude
• Snowflake Cortex
• Snowflake
• Excel
• Word
• PowerPoint
• Microsoft Authenticator

Benefits

• Medical, dental, and vision insurance
• Health Savings Account with employer contribution
• 401(k) Retirement plan with employer match
• Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave
• Adoption Assistance
• Tuition & Certification reimbursement
• Employee Mortgage Loan Program
• The Newrez Employee Emergency and Disaster Fund
• 1 company-paid Volunteer Time Off day
• Matching Gifts Program - dollar-for-dollar up to $1,000

Work Environment and Physical Requirements

• Working on-site at the assigned office location.
• Regular and punctual attendance following the schedule established by leadership.
• Flexibility for occasional adjusted work schedules, overtime, and evening and/or weekend hours to meet deadlines or as business needs demand.
• Working in a cubicle hub, maintaining focus on phone calls in a noisy environment within earshot of multiple other conversations.
• Sedentary work while stationed at a cubicle for prolonged periods.
• Constant repetitive motions for computer operation, including typing and managing phone calls.
• Constantly communicate effectively verbally in English, including exchanging information accurately following correct procedures.

Additional Information: This description reflects the position’s requirements but does not imply these are the only responsibilities. Management may modify, add, or remove duties and request other duties as necessary. Employees must have smart phones meeting company security standards with the ability to install apps such as Microsoft Authenticator; employment is contingent on this requirement.