Our client, a prominent lending company, is seeking a dynamic Head of Finance to lead financial planning, analysis, and strategy functions. This individual will play a critical role in driving insights, performance analysis, and strategic recommendations to support business growth and financial objectives. This hire will be responsible

Position Summary:

• Oversee the development and maintenance of company financial models, ensuring they reflect new projections from lending portfolios, market trends, and regulatory changes impacting fund performance.
• Lead quarterly flash and snapshot reporting with detailed commentary and variance analysis specific to lending activities, loan performance, and credit metrics.
• Prepare comprehensive monthly and quarterly financial results packages, including detailed income statement analysis (budget vs. actuals, KPIs, and lending-specific metrics such as net interest margin and loan loss provisions).
• Analyze key lending KPIs, including origination trends, delinquency rates, and credit performance to provide actionable insights.
• Monitor financial performance indicators, highlighting trends and providing guidance on mitigating unexpected variances related to lending portfolios and interest rate sensitivity.
• Partner with Investor Relations to prepare materials for shareholder updates and marketing collateral, including financial insights tied to lending performance and portfolio growth.
• Coordinate with banking partners for financing arrangements, debt covenant compliance, and strategic funding opportunities.
• Manage the preparation of quarterly internal reporting deliverables to senior leadership, including Management Committee, Audit Committee, and CFO reporting packages.
• Oversee internal and external reporting processes related to Assets Under Management (AUM) and ensure compliance with established reporting policies.
• Deliver complex financial analyses that drive strategic decision-making, focusing on loan portfolio health, cash flow forecasting, and capital allocation strategies.
• Collaborate with product and risk teams to support the financial analysis and performance tracking of new credit product launches, ensuring alignment with lending objectives and portfolio risk parameters.

Qualifications & Experience:

• Expertise in Microsoft Excel with strong modeling and data analysis skills.
• Bachelor’s or Master’s degree in Finance, Accounting, Economics, or a related field.
• 10+ years of experience in FP&A, ideally within lending institutions, financial services, or credit-focused environments.
• Proven experience in financial modeling, forecasting, and strategic analysis within a lending or credit-focused organization.
• Strong leadership skills with the ability to manage cross-functional collaboration, communicate effectively with stakeholders, and influence decision-making at all levels.
• Demonstrated ability to manage multiple priorities under tight deadlines while maintaining exceptional attention to detail.