VP - Financial Planning & Analysis

Selene Finance LP•Jacksonville, FL

About The Position

The Vice President of Financial Planning & Analysis (FP&A) is a senior finance leader responsible for driving financial strategy, performance management, and value creation for a private equity–backed financial services platform operating in mortgage servicing, title, and diligence businesses. This role partners closely with the CFO, CEO, operating leadership, and private equity sponsors to deliver disciplined financial planning, actionable insights, and scalable analytical infrastructure that support growth and margin expansion. The VP of FP&A will translate complex operating and market dynamics—such as interest rate cycles, transaction-based volume volatility, servicing economics, and labor-intensive cost models—into clear financial insights that support decision-making, optimize EBITDA, and enhance enterprise value.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA strongly preferred.
12–15+ years of progressive finance experience, including senior leadership roles in FP&A.
Prior experience in a private equity–backed company, portfolio company environment, or similarly fast-paced, results-oriented setting is strongly preferred.
Background in financial services, with meaningful exposure to mortgage servicing, title, diligence, or other transaction-driven or regulated businesses.
Proven ability to drive EBITDA improvement, cost discipline, and margin expansion through analytics and business partnership.
Demonstrated expertise in building scalable FP&A processes suited for growth, acquisitions, and exit readiness.
Strong financial modeling, scenario analysis, and executive presentation skills; comfort interacting with PE sponsors and Boards.
Advanced proficiency in financial systems, planning tools, and analytics platforms.
Workday Adaptive Planning experience a plus.

Responsibilities

Serve as a strategic finance partner to executive leadership and PE sponsors, supporting value creation initiatives, EBITDA optimization, and capital deployment decisions.
Support long-term strategic planning aligned with sponsor investment theses.
Lead the annual operating plan, rolling forecasts, and multi-year financial models across mortgage servicing, title, and diligence business lines.
Ensure forecasts incorporate volume scenarios, pricing changes, margin drivers, cost discipline initiatives, and regulatory impacts.
Design and own KPI frameworks that align operational performance with EBITDA growth, cash flow generation, and return on invested capital.
Deliver clear variance analysis and performance narratives that isolate root causes and inform corrective actions.
Produce high-quality monthly and quarterly financial reporting packages for executive leadership and sponsor review.
Support operating reviews, lender reporting, and ad hoc PE sponsor analytics with speed, accuracy, and insight.
Partner with servicing, title, and diligence leaders to evaluate pricing strategies, workforce models, productivity initiatives, and vendor economics.
Assess investment returns for new products, geographic expansion, technology investments, and operational improvements.
Build advanced financial models to support add-on acquisitions, servicing transfers, divestitures, and integration scenarios.
Perform sensitivity and downside scenario analysis tied to interest rate movements, volume fluctuations, regulatory shifts, and market cycles.
Build and scale FP&A processes, reporting tools, and planning systems that support rapid growth and increasing organizational complexity.
Drive standardization, automation, and data discipline consistent with best-in-class PE portfolio company practices.
Build, develop, and lead a high-performing FP&A team with strong analytical, communication, and business partnership capabilities.
Foster a results-driven culture focused on accountability, urgency, and continuous improvement.