VP, Finance

Title: Vice President of Finance
Company: Financial Services Industry
Compensation: Up to $200k base salary bonus
Location: San Diego (Hybrid)


Overview


Our client, a well-established financial services organization, is seeking a Vice President of Finance to lead financial planning, forecasting, reporting, and strategic finance initiatives. This individual will partner closely with executive leadership to drive financial performance, oversee key risk and profitability analyses, and lead a high-performing finance team.


Key Responsibilities


• Lead, develop, and mentor the Financial Planning & Analysis team.


• Own the annual budgeting process, financial forecasting, and long-range planning activities.


• Partner with executive leadership to provide financial insights, strategic recommendations, and business performance analysis.


• Develop and maintain financial models, KPI reporting, profitability analyses, and executive reporting packages.


• Oversee organizational and product profitability reporting, ensuring accurate and actionable insights.


• Manage and enhance the CECL model, including monthly calculations, scenario analysis, reporting, and committee presentations.


• Lead audit, regulatory exam, and model validation support activities.


• Drive report automation and business intelligence initiatives using Power BI, SQL, and other reporting tools.


• Ensure the integrity and accuracy of financial databases, reporting systems, and management reporting.


• Collaborate cross-functionally on strategic initiatives, process improvements, and special projects.


Required Qualifications


• Bachelor's degree in Finance, Accounting, Economics, or a related field.


• 10 years of progressive finance, FP&A, accounting, or financial management experience.


• Financial services, banking, credit union, or related industry experience.


• Strong experience with budgeting, forecasting, and financial modeling.


• Hands-on CECL modeling and reporting experience.


• Experience with Power BI, SQL, or similar reporting and data automation tools.


• Proven leadership experience managing and developing teams.


• Strong analytical, communication, and executive presentation skills.


• CPA, CFA, and/or MBA preferred.


• Experience presenting financial results and strategic recommendations to executive leadership and boards preferred.


• Background in profitability analysis, asset/liability management, and enterprise financial reporting preferred..
By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions.


EEO Notice


Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.


Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io .


Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal .

Representation Notice


By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

For residents of Ontario, Canada: Based on Highspring's discussions with its Client, Highspring's understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly).

Privacy Notice


Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .
• Virginia residents may access our state specific policies here .
• Residents of all other states may access our policies here .
• Canadian residents may access our policies in English here and in French here .
• Residents of countries governed by GDPR may access our policies here .

Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here ( ). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring.

Pay Transparency Notice


Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• the individual's skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.