Vice President of Finance

About the Role

Our client, established in the financial services sector, is searching for a seasoned Vice President of Finance based in San Diego. This senior leader will spearhead the financial planning, forecasting, and reporting functions while driving strategic financial initiatives in collaboration with top management.

Key Responsibilities

• Provide leadership, development, and mentorship to the Financial Planning & Analysis team.
• Take ownership of the annual budgeting, financial forecasting, and long-term planning processes.
• Work alongside executive leaders to deliver insightful financial analyses, strategic advice, and performance evaluations.
• Create and sustain financial models, key performance indicator dashboards, profitability assessments, and executive-level reports.
• Manage reporting related to organizational and product profitability to ensure data accuracy and usefulness.
• Oversee the CECL (Current Expected Credit Loss) model, performing monthly calculations, scenario analysis, reporting, and participating in committee presentations.
• Direct support activities during audits, regulatory examinations, and model validations.
• Lead initiatives in report automation and business intelligence utilizing tools such as Power BI and SQL.
• Guarantee the accuracy and reliability of financial data repositories, reporting systems, and management reporting frameworks.
• Collaborate across departments on strategic projects, process enhancements, and special undertakings.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related discipline.
• Over 10 years of progressive experience in finance, financial planning and analysis, accounting, or financial management.
• Practical background in financial services, banking, credit unions, or related industries.
• Proficient in budgeting, forecasting, and financial modeling techniques.
• Direct experience with CECL modeling and reporting processes.
• Familiarity with Power BI, SQL, or comparable tools for data automation and reporting.
• Demonstrated leadership abilities with experience managing and growing teams.
• Strong analytical skills coupled with effective communication and ability to present to executive leadership.
• Professional certifications such as CPA, CFA, and/or an MBA are preferred.
• Experience delivering financial presentations and strategic counsel to senior executives and boards is a plus.
• Knowledge of profitability analysis, asset/liability management, and enterprise-level financial reporting is advantageous.