Sr. Director of Finance - Onsite

Posted 5 Days Ago
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Coppell, TX
Senior level
Financial Services
The Role
The Senior Director of Finance oversees financial analysis, budgeting, and forecasting for a national mortgage banking company. The role involves managing relationships with senior leaders, coordinating various financial reporting, and leading financial processes improvements. This position also includes mentoring junior analysts and collaborating across departments for consolidated financial strategies.
Summary Generated by Built In

Who we are

Shellpoint Mortgage Servicing (SMS) is one of America’s top-five non-bank mortgage-servicing companies. What is mortgage servicing? Our clients are businesses that own mortgage loans (such as banks and real estate investment firms). On their behalf, we manage (or “service”) their loan portfolios, which means that we collect homeowners’ mortgage payments, pay their tax and insurance bills, and help homeowners in default to get current.
 

Summary:

The Senior Director of Finance is responsible for internal management reporting, financial analysis, budgeting and forecasting for a national mortgage banking company. This person will be a valued member of the Financial Planning & Analytics (FP&A) team and will interact with multiple departments internally, including a high degree of visibility and coordination with senior management. Successful candidates are highly motivated individuals who excel in a fast-paced environment, possess a strong work ethic, work well independently as well as across multi-functional teams, and always strive for excellence.

RESPONSIBILITIES:

  • Manage relationships with senior leaders within the business line, becoming their business partner and providing key decision support.
  • Maintain management reporting models and support the consolidation of various companies.
  • Develop and oversee business unit financial reporting, variance analysis, budgeting, forecasting, cost benefit analysis and other ad hoc analyses.
  • Develop an in-depth understanding of the financial performance of business units and how they contribute to the overall performance of the company.
  • Coordinate with Originations, Corporate and Servicing FP&A teams to develop consolidated financial forecasts and management reporting.
  • Prepare quarterly reporting of financial metrics and KPIs for segment reporting and earnings materials.
  • Maintain consolidated balance sheet and cash flow models for multiple legal entities. 
  • 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.
  • Provide direction, leadership, and coaching to junior analysts to develop a high-performing team.

QUALIFICATIONS:

  • Bachelor’s Degree in Accounting or Finance. CPA or CFA designation a plus.
  • At least 12+ years’ experience working in a high‐volume, high‐pressure environment involving the use of advanced spreadsheet functions, data bases, and reporting tools.
  • Experience working in mortgage, banking or financial services preferred. Strong preference for prior experience in mortgage servicing.
  • Aptitude and enthusiasm for data flow automation
  • Fast learner – able to assimilate new ideas and thrive in a fast-paced environment.
  • Thorough understanding of financial statements.
  • Strong analytical background and critical thinking skills.
  • Excellent verbal and written communication skills due to visibility to senior management.
  • 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.

Company Perks:
•    15 Paid Time Off (PTO) days and 18 after 1st anniversary!
•    9 Paid Holidays
•    Employee Engagement Activities

 Company Benefits:
•    Medical (including Health Savings Account & Flexible Savings Account)
•    Dental - RX – Vision – Life, Disability Insurance – 401(k) Plan with company match! – Employee Assistance Plan 

•    Performance-based Incentives
•    Pet Insurance

•    Advancement Opportunities

Newrez NOW:

•    Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
•    1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
•    Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee

•    Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions

Equal Employment Opportunity 
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

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CA Notice at Collection

Top Skills

Excel
The Company
HQ: Fort Washington, PA
1,575 Employees
On-site Workplace

What We Do

Newrez LLC (Newrez) is a leading nationwide mortgage lender and servicer. As a lender, Newrez focuses on offering a breadth of industry-leading products, supported by a loan process that blends both human interaction and the benefits of technology into an unparalleled customer experience. Founded in 2008 and licensed to lend in 50 states, Newrez is headquartered in Fort Washington, Pennsylvania and operates multiple lending channels, including Correspondent Lending, Wholesale, Direct-to-Consumer, Retail, and a network of joint venture partners. Newrez’s servicing business consists of its performing loan servicing division, Newrez Servicing, and its special servicing division, Shellpoint Mortgage Servicing. Newrez also has several affiliates that perform various services in the mortgage and real estate industries. These include Avenue 365 Lender Services, LLC, a title agency, and E Street Appraisal Management LLC, an appraisal management company. Newrez is member of the New Residential Investment Corp. family. More information is available at www.newrez.com.


© 2022 Newrez LLC {f/k/a New Penn Financial, LLC}. All Rights Reserved. {Doing business as Newrez Mortgage in the states of Arkansas and Texas}. {Website approval pending with the New York Department of Financial Services.} This communication does not constitute a commitment to lend or the guarantee of a specified interest rate. All loan programs and availability of cash proceeds are subject to credit, underwriting and property approval. Programs, rates, terms and conditions are subject to change without notice. Other restrictions apply. Newrez LLC, 1100 Virginia Drive, Suite 125, Fort Washington, PA 19034. Corp NMLS#: 3013 (www.nmlsconsumeraccess.org). Additional licenses available at www.newrez.com. Equal Housing Opportunity.

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