VP Director of Operational & Financial Intelligence

Overview

We are seeking a strategic and execution-focused leader to build and lead a high-impact function responsible for delivering operational and financial insights for our mortgage servicing operation.

This role will assess the current landscape of reporting, analytics, and business intelligence capabilities, develop a strategy to optimize structure and tools, and execute that strategy to enable data-driven decision-making.

The ideal candidate is someone who excels in analyzing, interpreting and utilizing data to drive process operational efficiency and continuous process improvement. You will bring a strong blend of operational understanding, analytical acumen, and leadership experience in transforming data into actionable insights that drive performance and cost efficiency.

• Assessment & Strategy Development
  • Evaluate the current state of operational and financial reporting, analysis, and business intelligence across the mortgage servicing operation.
  • Identify gaps, inefficiencies, and opportunities in data sources, reporting tools, team structure, and analytical capabilities.
  • Develop a comprehensive strategy to optimize the function, including recommendations for organizational structure, staffing, and technology platforms.
• Execution & Implementation
  • Lead the execution of the strategy, including building or restructuring the team, implementing new tools or systems, and establishing scalable processes.
  • Partner with technology, finance, and operations teams to ensure alignment and integration of data sources and reporting platforms.
  • Establish quality standards for reporting outputs.
• Insight Delivery & Performance Enablement
  • Deliver timely, accurate, and actionable insights to operations leadership to support:
    • Operational performance management (e.g., productivity, quality, cycle times, customer experience)
    • Financial performance management (e.g., cost efficiency, budget variance analysis)
  • Translate complex data into clear narratives and recommendations for operations leadership.
• Foster a culture of data-driven decision-making across the mortgage servicing operation.

• 15+ years of progressive experience, with a focus on operations, analytics, and data-driven performance management.
• Proven experience leading cross-functional initiatives and building or transforming reporting/analytics functions.
• Strong understanding of operations and cost drivers.
• Proficiency in business intelligence tools (e.g., Power BI, Tableau), data management, and financial analysis.
• Excellent communication and leadership skills.
• Bachelor's degree in Accounting, Finance, Data Analytics, or related field.
• Experience with data architecture or reporting system implementation preferred.

• Innovative – Consistently introduces new ideas and demonstrates original thinking.
• Leader – Inspires teammates to follow them.

• Bachelor of Data Science & Analytics (required)
• Bachelor of Finance (required)

• 15 years:
  Proven experience leading cross-functional initiatives and building or transforming reporting/analytics functions. (required)
• 15 years:
  Excellent communication and leadership skills. (required)
• 15 years:
  Strong understanding of operations and cost drivers. (required)
• 10 years:
  Proficiency in business intelligence tools (e.g., Power BI, Tableau), data management, and financial analysis. (required)

• Communication – Written (preferred)
• Communication – Verbal (required)
• Decision Making (required)
• Microsoft Word (required)
• Microsoft Excel (required)

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