Job Description

Location: San Diego; 4 days onsite w/some flexibility

Overview:

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.

Key Responsibilities:

• 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.

Minimum Qualifications

• 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.

Preferred Qualifications

• 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.

Why This Role Stands Out

• 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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