We are seeking a full-time experienced hands-on
Director Financial Planning and Analysis (FP & A) local to the Northern Virginia / Washington DC Metro Area. The Director FP&A and AI Finance Transformation leader will help to modernize our finance function and build scalable planning, reporting, analytics, and automation capabilities.
Reporting to the CFO, this role will own core FP&A activities, including budgeting, forecasting, management reporting, variance analysis, and financial modeling, while also leading the execution of a practical AI-enabled finance transformation roadmap. This is a builder role for someone who can combine strong finance fundamentals with modern data, BI, automation, and AI capabilities.
The ideal candidate has deep FP&A experience, strong business partnership skills, and the technical fluency to improve how finance uses data, dashboards, automation, and AI. This person will work closely with the CFO, Controller, accounting team, IT/data partners, and business leaders to move finance from manual reporting toward faster, more insightful, and more scalable decision support.
Responsibilities include: - Own budgeting, forecasting, rolling forecasts, financial modeling, and management reporting.
- Build driver-based models tied to production volume, revenue, expenses, staffing, margin, cash flow, and business performance.
- Prepare monthly financial packages, variance analysis, KPI reporting, and executive-level commentary.
- Partner with accounting to improve the flow from close to management reporting.
- Lead finance transformation initiatives focused on automation, dashboarding, process improvement, and AI-enabled workflows.
- Identify and implement use cases for AI-assisted finance work, including variance commentary, recurring reporting, forecast updates, KPI monitoring, and analysis support.
- Develop Power BI dashboards and reporting tools that improve visibility into financial and operational performance.
- Standardize key finance metrics, data definitions, reporting templates, and forecast assumptions.
- Reduce manual spreadsheet work through improved data flows, automation, and repeatable processes.
- Establish appropriate controls, documentation, and human-review standards for AI-enabled finance processes.
Qualifications: - 7+ years of FP&A, corporate finance, finance transformation, or finance analytics experience.
- Strong financial modeling, budgeting, forecasting, and variance analysis skills.
- Advanced Excel skills and experience with Power Query or similar data-preparation tools.
- Experience with Power BI, Tableau, Domo or comparable BI/reporting platforms.
- Practical experience applying AI, automation, or analytics tools to business or finance workflows.
- Strong understanding of accounting close processes and financial statement reporting.
- Ability to work cross-functionally with executives, accounting, IT, data, and business teams.
- Excellent communication skills and ability to translate data into business insight.
- High ownership mindset and comfort operating in a lean, hands-on environment.
Preferred qualifications: - Experience in mortgage, financial services, real estate finance, banking, fintech, or regulated industries.
- Experience with SQL, Python, Power Automate, Microsoft Fabric, Alteryx, Snowflake, or similar tools.
- Experience implementing finance transformation, BI, ERP, planning, or reporting automation initiatives.
- Familiarity with enterprise AI tools such as Microsoft Copilot, ChatGPT Enterprise/Team, Azure OpenAI, or similar platforms.
Job Benefits - Work for an experienced and proven leader in digital mortgage solutions
- 14 Paid Holidays per year
- Medical/Dental/Health Benefits and Student Loan Paydown
- Paid Vacations and Sick Leave
Our offices are conveniently located in Reston, VA and easily accessible from the Virginia, Maryland, D.C. area. We are located within walking distance to the Washington D.C. Metro's Silver Line Wiehle-Reston Station, and we are also only a few miles from the Dulles International Airport.
