Senior FP&A Manager — Mortgage Servicing

Solomon Page; Plano (TX); On-site; USD 105,000 - 130,000; Full time

Job summary

Solomon Page is assisting a national mortgage lender in Plano, TX, recruiting a Finance Manager to lead FP&A for the Mortgage Servicing organization. You will translate complex data into clear recommendations that shape business decisions.

You will own the budget, forecasts, and long-range plan, collaborate with Servicing leadership, build financial models, automate reporting, and drive process improvements across the team.

Qualifications

• Bachelor's degree in Finance or Accounting (required).
• 4+ years in financial services (preferred).
• 1+ years as a Financial Analyst supporting Mortgage Servicing (required).
• Mortgage industry experience (required).
• Project management experience (required).
• Comfort pulling raw data from relational databases such as SQL or Oracle (preferred).

Responsibilities

• Own the annual budget, periodic forecasts, and long-range financial plan for the Servicing channel.
• Analyze monthly results against budget, forecast, and prior periods, and explain variances.
• Run the monthly financial review with Servicing leadership, presenting key trends, risks, and opportunities.
• Build scenario, sensitivity, and capacity models for volume shifts, regulatory changes, delinquency, rate movements, and portfolio runoff.
• Develop financial models to assess profitability and feasibility of new business initiatives.
• Serve as the go-to expert on financial systems, data sources, forecasting methods, and KPIs.
• Lead reporting automation and process improvements to increase speed, scale, and accuracy.
• Partner with Accounting on month-end close, accruals, expense allocations, and financial statement review.
• Put controls and validation checks in place to protect the integrity of servicing and financial reporting.
• Drive adoption of new tools and integrations that improve visibility into loan-level economics and cost to service by loan type.
• Deliver ad hoc analysis for senior management.

Skills

Financial analysis

Forecasting

Project management

Data-driven decision making

Education

Bachelor's degree in Finance or Accounting

Tools

SQL

Oracle

Job description

Solomon Page is assisting a national mortgage lender in Plano, TX, recruiting a Finance Manager to lead FP&A for the Mortgage Servicing organization. You will translate complex data into clear recommendations that shape business decisions.

You will own the budget, forecasts, and long-range plan, collaborate with Servicing leadership, build financial models, automate reporting, and drive process improvements across the team.