Vice President, Strategic Finance

Newrez LLC • Coppell, TX

2d • Onsite

About The Position

The VP of Strategic Finance leads the build-out of an AI-forward, bottoms-up forecasting process for a top mortgage lender and servicer. This leader will design, implement, and drive team adoption of AI-enabled forecasting, reporting, and analysis, leveraging Claude, Snowflake Cortex, and Snowflake as the primary data platform, so the Financial Planning & Analysis (FP&A) team can shift its time from manual production to value-added financial analysis and strategy. The VP also leads in-depth cost-benefit analysis on large technology projects, tracking cost against business benefit. A key component of this role is balance sheet forecasting, supported by a strong accounting/treasury background to help ensure compliance with key liquidity ratios and regulatory calculations. This is a hands-on leadership role: this person will be in the trenches with the team, not just directing from above. The position carries a high degree of visibility and coordination with senior management, including the CFO, and with partners across the company. Successful candidates are highly motivated individuals who excel in a fast-paced environment, have a strong desire to drive change and see results, possess a strong work ethic and leadership skills, work well independently as well as across multi-functional teams, and always strive for excellence.

Requirements

• Bachelor's Degree in Accounting or Finance, or related field.
• 12+ years' finance or accounting experience working in a high-volume, fast-paced environment involving the use of advanced spreadsheet functions, databases, and reporting tools.
• Experience building AI forecasts, processes, and reports required.
• Strong accounting and treasury background, including experience forecasting the balance sheet, cash, and liquidity and supporting compliance with key liquidity ratios and regulatory calculations.
• Demonstrated leadership abilities, 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 assimilate new ideas and thrive in a fast-paced environment.
• Excellent verbal and written communication skills.
• Requires excellent organizational and leadership skills, the ability to manage multiple tasks, and the willingness to complete projects in a time-sensitive environment.
• Advanced user of Excel to build and maintain complex models, proficient user of Word and PowerPoint.

Nice To Haves

• Master's Degree or MBA a plus.
• CPA or CFA designation a plus.
• Hands-on experience with data tools, primarily Snowflake, and AI tools such as Claude and Snowflake Cortex a plus.
• 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).
• Experience working in mortgage, banking or financial services highly desired.

Responsibilities

• Build, implement, and own an AI-forward, bottoms-up forecast process across Originations, Servicing, and Corporate, leveraging AI tools including Claude and Snowflake Cortex, with Snowflake as the primary data platform.
• Drive FP&A team adoption of the AI-forward process, including training, change management, standards, and adoption tracking, so the team can focus on value-added financial analysis and strategy.
• Build AI-enabled forecasts, processes, and management reports that are accurate, auditable, and repeatable. Establish validation, controls, and governance for AI-generated outputs.
• Partner with Operations, Technology, Data, Accounting, Treasury, and Capital Markets to design the Snowflake data pipelines and models that feed the forecast.
• Serve as the key driver of the department's AI strategy for forecasting, reporting, and analysis: identify opportunities, prioritize, partner cross-functionally, and operationalize AI-driven tools across FP&A.
• Lead in-depth cost-benefit analyses on large technology projects, including AI and new systems initiatives, to inform capital allocation decisions.
• Forecast and track project cost against realized benefit, whether cost savings or increased revenue, and report results to senior management.
• Forecast the 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 knowledge to ensure forecasts reflect accurate accounting treatment across the three statements.
• Serve as liaison with the parent company on forecasts, financial reporting and other FP&A items. Develop strong partnerships with key internal stakeholders, including Accounting, Treasury, Capital Markets, and Technology.
• Oversee a team responsible for 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.
• Develop an in-depth understanding of the company's financial performance, capital position and strategic outlook.
• Build and own the company's high-level macro forecasting model, a supplement to the bottoms-up and rolling forecasting process that enables rapid ad hoc analysis when macroeconomic and mortgage market drivers shift, and produces a rolling 3-year forecast outlook shared with 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 assist in strategic decision making for the company.
• Lead special projects and initiatives to improve current financial processes.
• Excel in a team-oriented, collaborative environment while demonstrating ownership and accountability for assigned areas. This is a roll-up-your-sleeves role, not a purely oversight function.
• Provide direction, leadership, and coaching to develop a world class team.
• Ability to effectively and accurately convey information to others.
• Performs related duties as assigned by management.

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 is a program to support our team members experiencing hardships
• 1 company-paid Volunteer Time Off day
• Matching Gifts Program - dollar-for-dollar up to $1,000
• Access to grants, nonprofit resources, and volunteer opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Executive