Director of Finance
$175k - $200kProfessional Search Group - Orange County
Job Description
Job Description
Director of Finance
Location: Irvine, CA (Hybrid)
Industry: Financial Services
Compensation : $175K - $200K + Bonus
About the Opportunity
Our client, a well-established financial services company based in Irvine, CA, is seeking an experienced Director of Finance to join their leadership team. This is a hybrid role offering the opportunity to lead financial planning, reporting, and strategic initiatives for a growing organization. The ideal candidate brings strong technical accounting/finance skills combined with the ability to partner cross-functionally and influence business decisions at the leadership level.
What You'll Do
- Lead the financial planning & analysis (FP&A) function, including budgeting, forecasting, and long-range financial planning
- Oversee monthly, quarterly, and annual financial reporting and ensure accuracy and timeliness of deliverables
- Partner with senior leadership to provide financial insights that support strategic decision-making
- Manage and mentor a team of finance/accounting professionals, fostering growth and development
- Develop and monitor key financial metrics, KPIs, and dashboards to track business performance
- Drive process improvements and enhance financial systems, controls, and reporting infrastructure
- Support annual audit processes and ensure compliance with GAAP and internal policies
- Prepare financial presentations and reporting packages for executive leadership and/or board-level review
- Collaborate with cross-functional stakeholders (Operations, Accounting, Risk, IT) to align financial strategy with business objectives
- Assist with special projects, including system implementations, M&A analysis, or capital planning as needed
What We're Looking For
Required:
- Bachelor's degree in Finance, Accounting, or related field
- 8+ years of progressive finance/accounting experience, including prior management experience
- Industry experience in banking, mortgage, or financial services required
- Strong knowledge of GAAP, financial reporting, and internal controls
- Advanced proficiency in Excel; experience with ERP and financial planning systems
- Excellent communication and presentation skills, with the ability to translate financial data into actionable business insights
- Proven ability to lead, develop, and manage a team
Preferred:
- CPA and/or MBA strongly preferred
- Experience in banking, mortgage, or financial services industries preferred
- Experience working in a hybrid or fast-paced, growth-oriented environment
- Familiarity with financial systems implementations or process automation initiatives
Additional Details
- Schedule: Hybrid (in-office and remote days combined)
- Location: Irvine, CA .
Vacancy posted 2 days ago
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