SVP, Strategic Finance

Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.

Position Summary

This position is an experienced SVP, Strategic Finance to lead financial planning, enterprise analytics, and finance transformation for a rapidly evolving mortgage banking platform backed by private equity ownership. This leader will serve as a key strategic partner to the CFO and executive leadership team, responsible for building a modern FP&A function that delivers forward-looking insights, scalable financial infrastructure, and improved decision support across the organization. This role will be instrumental in improving financial visibility across the company, strengthening forecasting capabilities, and developing automated reporting and analytics that support executive leadership, operational leaders, and private equity stakeholders.

Compensation

This role is an exempt position with a targeted salary range of $198,455.00 - $297,683.00 annually.

Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant’s geographical location.

Essential Functions

• Lead Enterprise FP&A
  • Own the company’s financial planning, forecasting, and budgeting processes
  • Develop dynamic driver-based forecasting models tied to mortgage banking operational metrics
  • Lead scenario analysis around interest rate environments, origination volume, margins, and profitability
  • Deliver forward-looking financial insights to executive leadership
• Executive & Board Reporting
  • Lead preparation of executive management reporting and board-level financial packages
  • Develop clear KPI frameworks that highlight drivers of profitability across the organization
  • Provide financial analysis and insights to support strategic decision-making
• Mortgage Banking Financial Analytics
  • Develop deep analytics around mortgage banking economics
  • Partner closely with production, capital markets, and servicing leadership to analyze performance drivers
• Finance Transformation & Data Infrastructure
  • Modernize the FP&A function through improved processes, automation, and technology
  • Overhaul internal financial reporting and analytics infrastructure
  • Partner with technology and data teams to improve financial data quality and availability
• Business Partnership
  • Act as a financial partner to senior leaders across production, operations, servicing, and corporate functions
  • Provide financial insights to support operational decision-making
  • Identify opportunities to improve profitability and operational efficiency
• Private Equity & Investor Support
  • Support financial analysis and reporting required by private equity ownership
  • Develop financial models and analysis supporting strategic initiatives and long-term planning
  • Provide transparency around key financial and operational drivers
• Team Leadership
  • Build and lead a high-performing FP&A and financial analytics team
  • Establish best practices for financial planning, reporting, and business intelligence

Qualifications

• Degree in Finance, Economics, Accounting or related required. Masters Degree directly related to the position or equivalent, preferred.

• Minimum 12 years experience in Corporate Finance, FP&A, or Strategic Finance related role(s).

• Minimum five years supervisory or leadership experience.
• Significant experience in mortgage banking, consumer lending, or financial services
• Experience working within private equity-backed or highly performance-driven organizations
• Demonstrated success building or transforming FP&A functions
• Mortgage Industry Knowledge
  • Strong understanding of mortgage banking economics including production channel economics, capital markets and secondary marketing dynamics, servicing and MSR economics
• Financial & Analytical Expertise
  • Advanced financial modeling and forecasting capabilities
  • Experience building driver-based planning models
  • Strong experience in executive reporting and board-level financial presentations
• Technology & Data Experience
  • Experience working with or implementing financial systems and data tools such as: Business intelligence tools, Data warehouse environments and financial reporting automation
  • Forward thinking technology expertise, leveraging AI and other non-Excel based tools
• Leadership Competencies
  • Strategic thinker with strong operational execution
  • Ability to influence senior leadership and cross-functional stakeholders
  • Strong communication and executive presentation skills
  • Comfortable operating in fast-paced, evolving environments
  • Strong problem-solving mindset and intellectual curiosity
• Soft Skills
  • Change Leadership and Transformation Mindset
  • Comfort with Ambiguity
  • Intellectual Curiosity
  • Business Partnership Mindset
• Excellent verbal and written communication skills required.
• Highly organized and detail-oriented; ability to work in a fast-paced, metrics-driven environment required.
• Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications required.
• Commitment to company values.
  • Customer Service - Proactive attention to each person
  • Integrity - Do and say what's right
  • Respect - Treat others with dignity
  • Collaboration - Listen and work together
  • Learning - Seek knowledge and strive for improvement

Supervision

Job Scope: Responsible for understanding the department/functional area objectives and goals and how own job contributes to achievement of these goals; may contribute insights and ideas on policies, processes, procedures, and efficiency; may recommend changes and enhancements based on analysis and evaluation of circumstances

Complexity: Problems are often complex and specialized and may involve unprecedented circumstances; resolution requires investigation, analysis and review of professional/organizational standards

Impact: Decisions and actions have an impact on the smooth operation and timeframes of the department, programs/projects; impact on the broader organization is generally indirect

Interaction/Supervision: Acts as a mentor/guide to less experienced professional contributor staff in a similar role; works independently and only under general direction; guided by professional standards, desired outcomes, and project plan specifications

Requirements

• Work is primarily sedentary; mobility in an office setting.
• Frequent use of computer keyboard and mouse.

• Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation.

• Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.

• Office environment – moderate noise, no substantial exposure to adverse environmental conditions.

• Learn new tasks, remember processes, maintain focus, complete tasks independently, and make timely decisions in the context of a workflow.\

• This role requires effective adaptation to workplace stressors, including customer service complaints, security responsibilities, and competing priorities.

• Must be able to adhere to process protocol. Must be able to apply established protocols in a timely manner.

• Work is primarily performed during the business week, Monday - Friday.

Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.

Guild Mortgage Company is an Equal Opportunity Employer.

REQ#: SVPST017947