Senior Director of Finance

Anza MI is a fintech startup using technology and analytics to drive growth & innovation within the US mortgage market.

About the role

As the Senior Director of Finance at Anza Mortgage Insurance Corporation, you'll lead the day-to-day finance activities and have direct exposure to the CEO. This is a hands‑on, "doer" role, and you'll be responsible for all aspects of financial planning and analysis (FP&A) and treasury management, providing critical insights that drive business decisions. This is a unique opportunity to be part of building the finance function from the ground up, shape our financial future, and have a direct impact on our growth and success.

What you'll do

Financial Planning & Analysis (FP&A)

• Lead the annual budgeting, quarterly forecasting, and long‑range planning processes.

• Develop and maintain financial models to support strategic initiatives, business cases, and scenario analysis.

• Analyze financial performance, identify key trends, and present insights to the executive team and the board.

• Create and track key performance indicators (KPIs) and metrics to measure business health and operational efficiency.

Treasury Management

• Manage cash flow and liquidity to ensure the company's financial stability.

• Oversee banking relationships, credit facilities, and be involved in investment activities.

• Participant in capital planning and fundraising efforts, including debt and equity financing.

• Help to manage and mitigate financial risks, including interest rate, foreign exchange, and credit risk.

• Act as a strategic partner to the CEO, Chief Accounting Officer, and leadership team, providing financial guidance on key business decisions.

• Collaborate with other departments to drive operational improvements and cost efficiencies.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field; an MBA or CPA is a plus.

• 10+ years of progressive finance experience, with at least 3‑5 years in a senior role.

• Proven experience in a high‑growth startup environment, with a "roll up your sleeves" attitude.

• Deep expertise in financial modeling, FP&A, and treasury management.

• Strong understanding of GAAP and financial reporting. Knowledge of STAT reporting is a plus.

• Excellent communication and presentation skills, with the ability to convey complex financial information to both technical and non‑technical audiences.

• Experience in the insurance, fintech, or financial services industries is highly desirable.

• Knowledge of programming languages such as Python or R is desirable, but not required.

• Ability to thrive in a fast‑paced, dynamic, and agile environment.

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