Select Portfolio Servicing
Director FP&A
Location: Salt Lake City, UT
The Director, FP&A plays a critical role in leading the company's financial story and driving strategic insights across the organization. This position is responsible for key FP&A deliverables including the monthly Flash, executive financial reporting, annual budgeting, forecasting, and long-term financial outlook.
Working closely with the VP of FP&A, CFO, and other senior leadership, the Director, FP&A will provide financial leadership that supports growth, profitability, and long-term value creation in a dynamic mortgage servicing environment. The role requires exceptional analytical ability, communication skills, and technical expertise, particularly in executive presentation development, valuation modeling, and financial planning systems.
This candidate will demonstrate independence and accountability in managing their responsibilities while solving problems. A proactive approach to sharing knowledge, supporting colleagues, and cultivating a collaborative team environment is essential. Strong communication skills are required to accurately understand reporting needs and deliver precise, timely results.
Key Responsibilities
Executive Reporting & Storytelling Own preparation of the monthly Flash, executive financial reports, and management presentations Communicate financial results and business performance in a clear, insightful narrative that resonates with executive leadership Translate complex data and financial drivers into visually compelling PowerPoint presentations Partner with the CFO and VP of FP&A to prepare materials for the Board of Directors Budgeting, Forecasting & Long-Term Planning
Manage rolling forecasts, integrating changes in portfolio performance, market dynamics, and interest rate environments Lead the company's annual budgeting process, partnering across departments to establish accurate and data-driven financial targets Maintain and refine the long-term financial outlook, supporting strategic and capital planning initiatives Strategic & Valuation Analysis
Develop and maintain pricing models to support new business development opportunities in loan servicing, including cost modeling, profitability analysis, and scenario testing Partner with Business Development and Operations to assess the financial impact of new contracts and client portfolios Provide valuation model support for Mortgage Servicing Rights (MSR); analyzing key assumptions, prepayment speeds, and fair value impacts Support Current Expected Credit Loss (CECL) modeling by providing scenario inputs, portfolio trends, and management insights into credit exposure and reserve adequacy Support M&A evaluation and integration efforts, including financial due diligence, pro forma modeling, and post-acquisition performance tracking Systems, Tools & Process Improvement
Leverage and enhance FP&A systems to improve reporting accuracy, efficiency, and automation Drive continuous improvement in financial reporting templates, executive dashboards, and presentation materials Ensure consistency and data integrity across all financial planning and reporting tools Cross-Functional Collaboration
Partner closely with Accounting, Treasury, Servicing Operations, and Data Analytics to align financial results with operational metrics Manage, mentor, and develop both onshore and offshore FP&A teams, ensuring alignment, effective communication, and knowledge sharing across locations Serve as a strategic thought partner to leadership, providing forward-looking insights and recommendations Qualifications
Bachelor's degree in Finance, Accounting, Economics, or related field required; MBA preferred 7--10+ years of progressive FP&A or corporate finance experience, ideally within mortgage servicing, banking, or financial services Strong understanding of MSR valuation drivers, CECL methodology, and loan servicing economics Proven experience in pricing analysis, financial modeling, and M&A financial integration Advanced proficiency in Excel (modeling, scenario analysis, data visualization) and PowerPoint (executive presentations) Experience with budgeting and reporting platforms such as Adaptive Insights, Anaplan, or Workday Adaptive Planning Exceptional storytelling and communication skills; able to distill financial data into clear insights and visual narratives for executives Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced, evolving environment Collaborative mindset and ability to influence across functions without direct authority Core Competencies
Executive presence and storytelling ability Strategic financial acumen Analytical and modeling expertise Strong technical and systems proficiency Collaboration and relationship-building Integrity, accountability, and sound judgment
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
Location: Salt Lake City, UT
The Director, FP&A plays a critical role in leading the company's financial story and driving strategic insights across the organization. This position is responsible for key FP&A deliverables including the monthly Flash, executive financial reporting, annual budgeting, forecasting, and long-term financial outlook.
Working closely with the VP of FP&A, CFO, and other senior leadership, the Director, FP&A will provide financial leadership that supports growth, profitability, and long-term value creation in a dynamic mortgage servicing environment. The role requires exceptional analytical ability, communication skills, and technical expertise, particularly in executive presentation development, valuation modeling, and financial planning systems.
This candidate will demonstrate independence and accountability in managing their responsibilities while solving problems. A proactive approach to sharing knowledge, supporting colleagues, and cultivating a collaborative team environment is essential. Strong communication skills are required to accurately understand reporting needs and deliver precise, timely results.
Key Responsibilities
Executive Reporting & Storytelling Own preparation of the monthly Flash, executive financial reports, and management presentations Communicate financial results and business performance in a clear, insightful narrative that resonates with executive leadership Translate complex data and financial drivers into visually compelling PowerPoint presentations Partner with the CFO and VP of FP&A to prepare materials for the Board of Directors Budgeting, Forecasting & Long-Term Planning
Manage rolling forecasts, integrating changes in portfolio performance, market dynamics, and interest rate environments Lead the company's annual budgeting process, partnering across departments to establish accurate and data-driven financial targets Maintain and refine the long-term financial outlook, supporting strategic and capital planning initiatives Strategic & Valuation Analysis
Develop and maintain pricing models to support new business development opportunities in loan servicing, including cost modeling, profitability analysis, and scenario testing Partner with Business Development and Operations to assess the financial impact of new contracts and client portfolios Provide valuation model support for Mortgage Servicing Rights (MSR); analyzing key assumptions, prepayment speeds, and fair value impacts Support Current Expected Credit Loss (CECL) modeling by providing scenario inputs, portfolio trends, and management insights into credit exposure and reserve adequacy Support M&A evaluation and integration efforts, including financial due diligence, pro forma modeling, and post-acquisition performance tracking Systems, Tools & Process Improvement
Leverage and enhance FP&A systems to improve reporting accuracy, efficiency, and automation Drive continuous improvement in financial reporting templates, executive dashboards, and presentation materials Ensure consistency and data integrity across all financial planning and reporting tools Cross-Functional Collaboration
Partner closely with Accounting, Treasury, Servicing Operations, and Data Analytics to align financial results with operational metrics Manage, mentor, and develop both onshore and offshore FP&A teams, ensuring alignment, effective communication, and knowledge sharing across locations Serve as a strategic thought partner to leadership, providing forward-looking insights and recommendations Qualifications
Bachelor's degree in Finance, Accounting, Economics, or related field required; MBA preferred 7--10+ years of progressive FP&A or corporate finance experience, ideally within mortgage servicing, banking, or financial services Strong understanding of MSR valuation drivers, CECL methodology, and loan servicing economics Proven experience in pricing analysis, financial modeling, and M&A financial integration Advanced proficiency in Excel (modeling, scenario analysis, data visualization) and PowerPoint (executive presentations) Experience with budgeting and reporting platforms such as Adaptive Insights, Anaplan, or Workday Adaptive Planning Exceptional storytelling and communication skills; able to distill financial data into clear insights and visual narratives for executives Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced, evolving environment Collaborative mindset and ability to influence across functions without direct authority Core Competencies
Executive presence and storytelling ability Strategic financial acumen Analytical and modeling expertise Strong technical and systems proficiency Collaboration and relationship-building Integrity, accountability, and sound judgment
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.