Red Ventures

FP&A Manager | Sage Home Loans

Red Ventures • $115K — $170K *
Charlotte, NC 28269In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 3-6 years experience in FP&A or related finance roles in mortgage banking.
  • Strong knowledge of mortgage origination metrics and economics.
  • Advanced Excel and financial modeling skills.
  • Proven experience in executive reporting and long-range financial planning.
  • Exceptional analytical skills to derive insights from complex data.
  • Outstanding communication skills for presenting to leadership.
  • Ability to build cross-functional relationships and influence stakeholders.

Responsibilities

  • Lead annual budgeting, strategic planning, and rolling forecasts with the CFO.
  • Create executive financial reports, dashboards, and KPI scorecards.
  • Develop financial models for decision-making and capital allocation.
  • Conduct scenario analyses to assess market conditions and strategic initiatives.
  • Support board reporting and executive presentations with financial insights.
  • Build profitability models and analyze production efficiency metrics.
  • Monitor key mortgage banking metrics and identify financial risks and opportunities.

Benefits

  • Health insurance coverage (medical, dental, and vision).
  • Life insurance and disability insurance (short and long-term).
  • Flexible Spending Accounts (FSAs).
  • 401(k) plan with employer match.
  • Generous and flexible paid time off (20 days annually, increasing to 25 after five years).
  • Paid parental bonding benefit program.
  • Employee Assistance Program (EAP).
  • Holiday pay.
Full Job Description
This role requires a hybrid schedule and will be based in our South Charlotte, NC Headquarters (Tuesday through Thursday) and work fully remotely on Mondays and Fridays each week.

For the Sage Home Loans website click here. Curious how Sage Home Loans fits into Red Ventures? Click here.

We9re seeking an experienced FP&A Manager to partner directly with the CFO and senior leadership to help shape the financial strategy of a rapidly evolving mortgage company. This is more than a traditional budgeting and forecasting role-you9ll help build the financial infrastructure, analytical capabilities, and decision-support processes needed to scale multiple lines of business.

The ideal candidate combines strong financial planning expertise with deep knowledge of mortgage banking economics and enjoys solving complex business problems in a fast-paced, high-growth environment.

What You9ll Do:

Strategic Planning & Forecasting
  • Partner with the CFO to lead the annual budgeting process, long-range strategic planning, and rolling forecasts.
  • Develop executive-level financial reporting, dashboards, and KPI scorecards for senior leadership.
  • Build financial models that support strategic decision-making, capital allocation, and business planning.
  • Perform scenario analyses and sensitivity modeling to evaluate market conditions, interest rate changes, and strategic initiatives.
  • Support Board reporting, Executive Leadership presentations, and investor-related financial analyses.

Mortgage Finance & Business Analytics
  • Develop profitability models across mortgage products, origination channels, and future servicing operations.
  • Analyze production volume, gain-on-sale margins, pull-through rates, pricing, customer acquisition costs, and operational efficiency.
  • Build financial models supporting the company9s expansion into mortgage servicing, recurring revenue streams, and additional lending products.
  • Partner with Capital Markets, Secondary Marketing, Servicing, Operations, Sales, Marketing, Product, and Technology teams to evaluate business performance and identify opportunities for growth.
  • Monitor key mortgage banking metrics and proactively identify risks and opportunities impacting financial performance.

Leadership & Cross-Functional Partnership
  • Serve as a trusted financial advisor to department leaders across the organization.
  • Translate complex financial information into actionable business recommendations.
  • Coach and mentor junior analysts while helping establish best practices for financial modeling, forecasting, and reporting.
  • Drive continuous improvement through automation, process enhancements, and scalable FP&A practices.


What We9re Looking For:

Required Qualifications
  • 3-6 years of progressive experience in FP&A, Corporate Finance, Strategic Finance, or related finance roles within the mortgage banking industry.
  • Demonstrated experience supporting mortgage origination businesses with a strong understanding of production metrics, gain-on-sale economics, pull-through, pricing, and profitability drivers.
  • Advanced financial modeling skills with exceptional Excel proficiency.
  • Experience developing executive reporting, forecasting models, annual budgets, and long-range financial plans.
  • Strong analytical and problem-solving skills with the ability to synthesize large amounts of data into meaningful business insights.
  • Outstanding communication skills with experience presenting financial information to executive leadership.
  • Proven ability to build strong cross-functional partnerships and influence decision-making.
  • Ownership mindset with a commitment to delivering accurate, thoughtful, and actionable financial analysis.

Preferred Qualifications
  • Experience supporting mortgage servicing operations or developing financial models for Mortgage Servicing Rights (MSRs).
  • Understanding of servicing economics, MSR valuation concepts, servicing profitability, and recurring revenue models.
  • Experience working with warehouse lending, mortgage capital markets, or secondary marketing.
  • Familiarity with multiple mortgage products, including Conventional, FHA, VA, Jumbo, HELOC, or Non-QM lending.
  • Experience in a high-growth, private equity-backed, or rapidly evolving financial services organization.
  • Experience with Power BI, Tableau, SQL, Snowflake, Adaptive Planning, Anaplan, Pigment, or similar FP&A technologies.


Success in This Role

During your first year, you will:
  • Build trusted relationships across Finance, Sales, Operations, Capital Markets, Marketing, Technology, and Executive Leadership.
  • Improve forecasting accuracy and enhance executive reporting.
  • Develop scalable financial models that support both mortgage origination and servicing businesses.
  • Establish KPIs that improve operational and financial decision-making.
  • Help build the financial planning processes needed to support Sage9s continued expansion into new products and recurring revenue businesses.


Compensation:

This range reflects total cash compensation, which may include base salary only or base salary plus target bonus, depending on the role. Where eligible, equity may also be offered separately and not included below. Actual compensation varies based on location, experience, and qualifications.
  • Total Cash Compensation Range: $115k-170k per year

Additionally, the following benefits are provided by Red Ventures, subject to eligibility requirements.
  • Health Insurance Coverage (medical, dental, and vision)
  • Life Insurance
  • Short and Long-Term Disability Insurance
  • Flexible Spending Accounts
  • Holiday Pay
  • 401(k) with match
  • Employee Assistance Program
  • Paid Parental Bonding Benefit Program
  • Flexible Paid Time Off (PTO): We believe time to rest and recharge is essential. That9s why we offer a generous and flexible PTO policy. Full-time employees accrue 20 days of PTO for a full calendar year annually, with an increase to 25 days after five years of service.

About Red Ventures

Over the last twenty years, Red Ventures has built a portfolio of influential brands, digital platforms, and strategic partnerships that work together to connect millions of people with expert advice. Through premium content and personalized digital experiences, Red Ventures builds online journeys that make it easier for people to make important decisions about their homes, health, travel, finances, education and entertainment. Founded in 2000, Red Ventures has 3,000 employees in 10 cities across the US, as well as in the UK and Brazil. Red Ventures owns and operates several large digital brands including Healthline, The Points Guy, Bankrate, MYMOVE, and Allconnect.com.

Red Ventures Careers

There has never been a more opportune time to join the dynamic team at Red Ventures—the leader in driving online consumer acquisition for global brands.

Opportunities Await

Red Ventures offers a plethora of job opportunities designed to empower some of the most ambitious talents in the industry. Join a team where innovation, leadership, and diversity training are at the core of its mission to transform digital marketing and technology services.

Transform Your Career

At Red Ventures, professionals can lead their career paths with strategic insights at the intersection of technology, data analytics, and digital marketing. The company provides a platform for growth and professional development that is unparalleled in the industry.

Engage in Meaningful Work

Engage with a team of experts dedicated to redefining the future of digital markets. Red Ventures boasts a culture that nurtures leadership and promotes career advancement through continuous learning and innovation.

Explore Diverse Job Roles

From digital marketing to data science, Red Ventures offers a range of positions that cater to diverse skills and career aspirations. The company is committed to hiring top talent and provides comprehensive benefits and a supportive environment that fosters networking and professional growth.

Internship Programs

Dive into a hands-on internship experience at Red Ventures, where students and recent graduates can develop essential skills, work on real projects, and learn from industry leaders. Internships at Red Ventures are stepping stones to full-time positions and offer valuable insights into the company’s operations and culture.

Cultivate Your Skills

Employees at Red Ventures have access to extensive training programs and are encouraged to take bold steps in their career journeys. With resources to enhance skills and the opportunity to work alongside seasoned professionals, team members can achieve their full potential and contribute to impactful projects.

Join the Team

Explore the job opportunities at Red Ventures by searching open positions that match your skills and interests. The company seeks passionate, curious, and innovative team players ready to drive success in a fast-paced environment.

Stay Informed

Keep up to date with career tips, industry insights, and the latest innovations by reading the Red Ventures Careers Blog. Tailor your experience by subscribing to receive updates that align with your career interests and professional goals.

Job Alert Emails

Customize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities that await at Red Ventures.

Red Ventures: A Leader in Innovation and Growth

With a commitment to diversity, innovation, and leadership, Red Ventures empowers its employees to lead and succeed in the digital age. Join the team and be part of a company that values growth, culture, and the continuous development of its workforce.
Learn more about Red Ventures
Industry
Media
Founded
2000
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Red Ventures

More Finance & Insurance Jobs

Find similar FP&A Manager | Sage Home Loans jobs:

NationwideCharlotte, NC