The Dir. of Finance Transformation & Data leads to the design, execution, and continuous improvement of the finance data and systems. This role is responsible for ensuring a single source of truth across accounting, FP&A, credit, and servicing, enabling faster close cycles, accurate regulatory reporting, and data-driven decision making. This role partners closely with Controllership, FP&A, Treasury, Risk/Credit, and Technology to drive data integrity, process automation, and finance systems modernization, with a strong focus on loan-level data and subledger integration.
Executes Finance Data Strategy & Governance
- Define and implement a finance data strategy aligned to business growth, regulatory requirements, and capital markets expectations
- Establish and maintain data governance frameworks, including ownership, definitions, lineage, and controls across finance data
- Ensure alignment of data definitions across all platforms including but not limited to ERP, Loan Servicing System and Origination system, Data warehouse, and Accounting and FP&A reporting
Provide Systems & Architecture Ownership
- Sustain the finance systems roadmap, including ERP, Expense management, and Integration with loan subledger/serving platform, loan origination platform and enterprise data platform
- Drive automation and integration between systems included in the Accounting and Finance technology stack
- Partner with Technology to rationalize system architecture and reduce redundancy across platforms
Initiate Close & Reporting Transformation
- Lead initiatives to reduce close cycle
- Automate data integrations, journal entries and reconciliations, consolidations, and reporting workflows
- Improve data readiness for SEC reporting, regulatory filings and Investor and securitization reporting
Initiate FP&A and Business Performance Enablement
- Enable fully reconciled product-level P&Ls across Accounting and FP&A
- Support creation of standardized datasets in Snowflake for multiple use cases
- Support improvement of FP&A self-service reporting capabilities and dashboarding
Execute Process Optimization & Automation
- Identify and eliminate manual processes across accounting cycle and expense management
- Implement automation solutions (reconciliation tools, workflow engines, data pipelines)
- Standardize finance processes across systems and business lines
- Collaborate with cross-functional process owners to translate business requirements into sustainable, scalable reporting solutions across systems
Program Leadership & Execution
- Lead a portfolio of transformation initiatives with clear prioritization, timelines, and ROI tracking
- Serve as the central point of coordination across Finance, Risk, and Technology
- Manage third-party vendors, system integrators, and implementation partners
EDUCATION, QUALIFICATIONS, AND EXPERIENCE
- 10--15+ years of experience in finance transformation, data, or finance systems leadership roles in the financial services industry
- Deep understanding of accounting and close processes, FP&A and financial modeling and the loan life cycle (origination servicing charge-off)
- Hands-on experience with loan origination and servicing systems, Concur, Data platform/warehouse, and ERP/GL
- Proven track record with system integration across finance and lending platforms, data model standardization and government implementation, and automation of finance processes
- Deep systems orientation with ability to "connect the dots" across platforms
- Highly effective cross-functional influencer (Finance, Risk, Tech). Advanced interpersonal relationship skills at a variety of levels and greatly differing social and business settings
- Demonstrate the ability to analyze relevant information and apply individual judgment
- Ability to organize and lead multiple complex initiatives simultaneously through competing priorities
- Strong attention to detail and action focused
- Strong communication skills (verbal / written)
- Basic understanding with MS Office Suite products
DESIRABLE
- Experience designing data flows across Loan origination and servicing systems, General Ledger/ERP, data warehouse and FP&A reporting
- Experience supporting CECL/credit loss modeling infrastructure, SEC and Regulatory reporting
- Hybrid background across Finance (Accounting / FP&A), and Data / Technology (architecture, data platforms)