Mortgage FP&A Director: Strategic Finance Leader

First United Bank; Plano (TX); On-site; USD 180,000 - 240,000; Full time

Job summary

First United Bank is seeking a Mortgage FP&A Director to own forecasting, profitability analysis, and management reporting for the mortgage business. You will partner with mortgage leadership, accounting, and the bank's finance teams to drive insight and accountability.

The role requires strong Excel modeling, advanced analytics, and experience with mortgage banking economics. You will lead the FP&A team, coordinate monthly reviews, and support pricing and staffing decisions in Plano.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field.
• 10+ years FP&A/financial analysis experience; 5+ years in mortgage finance preferred.
• MBA or CFA preferred; CPA a plus.
• Strong modeling and communication skills for executives.

Responsibilities

• Provide metric-driven FP&A insights to Mortgage CEO/CFO and leadership.
• Own monthly/quarterly forecasting, budgeting and reporting cycles.
• Model rate, volume and capacity scenarios including downside cases.
• Analyze loan-level profitability and MSR-related economics.
• Partner with Bank FP&A, Accounting, and Mortgage leadership.
• Lead and develop the FP&A team; build repeatable processes incorporating AI.

Skills

Advanced Excel

Financial modeling

SQL

Power BI

Driver-based forecasting

Scenario analysis

Mortgage economics

Financial analysis

Education

Bachelor's degree in Finance

MBA in Finance

CFA / advanced finance degree

Tools

Encompass

MSP

Jack Henry

Job description

First United Bank is seeking a Mortgage FP&A Director to own forecasting, profitability analysis, and management reporting for the mortgage business. You will partner with mortgage leadership, accounting, and the bank's finance teams to drive insight and accountability.

The role requires strong Excel modeling, advanced analytics, and experience with mortgage banking economics. You will lead the FP&A team, coordinate monthly reviews, and support pricing and staffing decisions in Plano.