Director of Financial Planning

Description Servbank is a fast-paced, high-growth national bank with a significant mortgage subservicing division, diversifying revenues. As we continue to expand, we seek a highly skilled and dynamic Director of Financial Management to join our team and contribute to our ongoing success. This role requires a proactive leader with experience in overseeing various financial management functions, including budgeting, forecasting, financial reporting, and treasury risk management. This role requires a strong understanding of managing performance and profitability in a banking and mortgage servicing environment. About Servbank Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service. We work with individuals, businesses, and communities, so that whether you’re a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank. Key Responsibilities Financial Management: Lead and manage budgeting, forecasting, and strategic planning processes to ensure financial stability and growth. Data Analysis: Conduct thorough data analysis to support internal reporting and drive informed decision-making. Internal Reporting: Design, prepare and present internal financial reports, including LOB performance, profitability, and scorecards. M&A Analysis: Conduct thorough analysis of merger and acquisition opportunities to support strategic growth initiatives. Interest Rate Risk: Assess and manage interest rate risks to optimize financial outcomes in uncertain interest rate environment. Liquidity Risk: Monitor and manage liquidity risks to ensure adequate cash flow and financial stability. Securities Management: manage, analyze, and trade the securities portfolio to meet liquidity and yield needs within defined parameters. Wholesale Funding: Manage funding of balance sheet growth, ensuring short and long term liquidity needs are met. Derivatives Activity: Monitor and guide line of business use of back-to-back swaps and manage use of derivatives to hedge balance sheet from interest rate risk. Loan & Deposit Pricing: Develop and maintain pricing models for loans and deposits to ensure competitiveness and profitability. Requirements Bachelor's degree in Finance, Accounting, or a related field (Master's degree preferred). CPA or CFA certification is highly desirable. 7-10 years banking or mortgage servicing industry experience required Proven experience in financial management, accounting, treasury, and risk management. Proven ability to manage multiple tasks and meet deadlines Strong analytical skills and attention to detail. Excellent communication and presentation skills. Proficiency in financial modeling, forecasting, and data analysis tools. Skill and Competencies Proficiency in financial software and tools. Strong leadership and team management skills. Ability to work collaboratively with cross-functional teams. Problem-solving and critical thinking abilities. High level of integrity and ethical standards. EEO Statement We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. #J-18808-Ljbffr Servbank