VP Director of Operational & Financial Intelligence

We are seeking a strategic and execution-focused data driven leader to build and lead a high-impact function responsible for delivering operational and financial insights for our mortgage servicing operation. This role will assess the current landscape of reporting, analytics, and business intelligence capabilities, develop a strategy to optimize structure and tools, and execute that strategy to enable data-driven decision-making. The ideal candidate is someone who excels in analyzing, interpreting and utilizing data to drive process and operational efficiency. You will bring a strong blend of operational understanding, analytical acumen, and leadership experience in transforming data into actionable insights that drive performance and cost efficiency.

Key Responsibilities

Assessment & Strategy Development

• Evaluate the current state of operational and financial reporting, analysis, and business intelligence across the mortgage servicing operation.
• Identify gaps, inefficiencies, and opportunities in data sources, reporting tools, team structure, and analytical capabilities.
• Develop a comprehensive strategy to optimize the function, including recommendations for organizational structure, staffing, and technology platforms.

Execution & Implementation

• Lead the execution of the strategy, including building or restructuring the team, implementing new tools or systems, and establishing scalable processes.
• Partner with technology, finance, and operations teams to ensure alignment and integration of data sources and reporting platforms.
• Establish quality standards for reporting outputs.

Insight Delivery & Performance Enablement

• Deliver timely, accurate, and actionable insights to operations leadership to support:
  
  
  
  • Operational performance management (e.g., productivity, quality, cycle times, customer experience)
  • Financial performance management (e.g., cost efficiency, budget variance analysis)
  
  
  
  
• Translate complex data into clear narratives and recommendations for operations leadership.

Foster a culture of data-driven decision-making across the mortgage servicing operation.

Qualifications

• 15+ years of progressive experience, with a focus on operations, analytics, and data-driven performance management.
• Experience Building/restructuring a reporting/analytics team required.
• Experience Implementing a business intelligence or data analytics technology platform Required.
• Creating (and overseeing the creation of) operational (not just financial) performance reports using business intelligence or data analytics tools required.
• Analyzing (and overseeing the analysis of) operational (not just financial) performance information and delivering insights to management required.
• Must have led a cross functional team of 20+ direct/indirect reports required.
• Experience with data architecture or reporting system implementation required.
• Proven experience leading cross-functional initiatives and building or transforming reporting/analytics functions required.
• Strong understanding of operations and cost drivers required
• Proficiency in business intelligence tools (e.g., Power BI, Tableau), data management, and financial analysis required.
• Excellent communication and leadership skills required.
• Bachelor's degree in accounting, Finance, Data Analytics, or related field required.

#MM

Innovative - Consistently introduces new ideas and demonstrates original thinking
Leader - Inspires teammates to follow them

Bachelors of Data Science & Analytics (required)
Bachelors of Finance (required)

15 years: Proven experience leading cross-functional initiatives and building or transforming reporting/analytics functions. (required)
15 years: Excellent communication and leadership skills. (required)
15 years: Strong understanding of operations and cost drivers. (required)
10 years: Proficiency in business intelligence tools (e.g., Power BI, Tableau), data management, and financial analysis.
(required)

Skills