Job Description
Industry: Banking / Financial Services
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Location: San Diego; 4 days onsite w/some flexibility
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Compensation: $158,000 - $200,000 base salary
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Overview:
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Highly visible finance leadership opportunity within a growing financial services organization. This position will lead financial planning, forecasting, profitability analysis, financial modeling, and strategic decision support while managing a team of finance professionals. The role serves as a key business partner to executive leadership and plays an important role in guiding financial performance, balance sheet strategy, and long-term business planning.
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Key Responsibilities:
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- Lead, mentor, and develop a high-performing finance team.
- Own the annual budgeting, forecasting, and long-range planning processes.
- Provide financial modeling, scenario analysis, and strategic recommendations to executive leadership.
- Oversee profitability analysis, KPI reporting, management reporting, and business performance analytics.
- Prepare executive and board-level financial presentations and reporting materials.
- Partner cross-functionally to support strategic initiatives and organizational growth.
- Lead audit, regulatory, and financial governance support activities.
- Oversee financial reporting databases and reporting enhancements.
- Drive process improvements and finance-related special projects.
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Minimum Qualifications
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- Bachelor's degree in Finance, Accounting, Economics, or related field.
- 10+ years of progressive finance, FP&A, financial analysis, or financial management experience.
- Prior experience managing and developing finance teams.
- Strong budgeting, forecasting, financial modeling, and analytical capabilities.
- Advanced Excel and financial systems proficiency.
- Excellent communication and executive presentation skills.
- Proven track record partnering with senior leadership and influencing business decisions through financial analysis.
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Preferred Qualifications
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- CPA, CFA, MBA, or equivalent advanced credential.
- Experience within banking, credit union, or broader financial services environments.
- Experience supporting executive leadership and board-level reporting.
- Background in profitability analysis, balance sheet management, and strategic financial planning.
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Why This Role Stands Out
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- Executive-level visibility and direct partnership with senior leadership.
- Opportunity to influence organizational strategy, forecasting, profitability, and financial performance.
- Leadership role overseeing an established finance and financial analysis function.
- Broad exposure to strategic planning, risk analysis, profitability modeling, and executive decision support.
- Stable, growth-oriented financial services organization with strong long-term career potential.
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