Job Description

Job Description

Job Description

Director of Finance

Location: Irvine, CA (Hybrid)

Industry: Financial Services

Compensation : $175K - $200K + Bonus

About the Opportunity

Our client, a well-established financial services company based in Irvine, CA, is seeking an experienced Director of Finance to join their leadership team. This is a hybrid role offering the opportunity to lead financial planning, reporting, and strategic initiatives for a growing organization. The ideal candidate brings strong technical accounting/finance skills combined with the ability to partner cross-functionally and influence business decisions at the leadership level.

What You'll Do

• Lead the financial planning & analysis (FP&A) function, including budgeting, forecasting, and long-range financial planning
• Oversee monthly, quarterly, and annual financial reporting and ensure accuracy and timeliness of deliverables
• Partner with senior leadership to provide financial insights that support strategic decision-making
• Manage and mentor a team of finance/accounting professionals, fostering growth and development
• Develop and monitor key financial metrics, KPIs, and dashboards to track business performance
• Drive process improvements and enhance financial systems, controls, and reporting infrastructure
• Support annual audit processes and ensure compliance with GAAP and internal policies
• Prepare financial presentations and reporting packages for executive leadership and/or board-level review
• Collaborate with cross-functional stakeholders (Operations, Accounting, Risk, IT) to align financial strategy with business objectives
• Assist with special projects, including system implementations, M&A analysis, or capital planning as needed

What We're Looking For

Required:

• Bachelor's degree in Finance, Accounting, or related field
• 8+ years of progressive finance/accounting experience, including prior management experience
• Industry experience in banking, mortgage, or financial services required
• Strong knowledge of GAAP, financial reporting, and internal controls
• Advanced proficiency in Excel; experience with ERP and financial planning systems
• Excellent communication and presentation skills, with the ability to translate financial data into actionable business insights
• Proven ability to lead, develop, and manage a team

Preferred:

• CPA and/or MBA strongly preferred
• Experience in banking, mortgage, or financial services industries preferred
• Experience working in a hybrid or fast-paced, growth-oriented environment
• Familiarity with financial systems implementations or process automation initiatives

Additional Details

• Schedule: Hybrid (in-office and remote days combined)
• Location: Irvine, CA .

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