Director/Manager Financial Reporting

Responsibilities

• Lead the preparation and delivery of recurring executive and board reporting materials, ensuring information is timely, accurate, and tailored to the intended audience.
• Turn financial and operating results into concise commentary that explains performance drivers, key risks, and emerging business opportunities.
• Refine reporting templates, presentation standards, and KPI structures to improve clarity, consistency, and overall decision usefulness.
• Prepare monthly management discussion and analysis content covering areas such as production activity, portfolio results, collections trends, customer acquisition, and departmental performance.
• Oversee reporting on portfolio and credit performance by analyzing results across product lines, customer segments, and origination periods.
• Work with Credit, Risk, Operations, and Accounting teams to align reported measures and maintain confidence in the integrity of enterprise performance data.
• Connect data from the general ledger, servicing environments, and operational systems into a unified reporting framework that supports enterprise visibility.
• Partner with FP&A to strengthen variance reporting, budgeting support, forecasting presentations, and scenario-based performance analysis.
• Support the development of materials for lenders, owners, banking partners, and other external stakeholders while maintaining consistency with internal reporting.
• Drive improvements in reporting infrastructure through scalable tools and stronger governance around metric definitions, data quality, and reporting accessibility.

Qualifications

• 10+ years of experience in financial reporting, performance analysis, or a related finance leadership role.
• Demonstrated ability to create executive-level and board-level reporting that combines financial results with operational insight.
• Strong knowledge of KPI development, management reporting, and financial storytelling for senior stakeholders.
• Experience analyzing portfolio, credit, or business performance metrics and translating findings into actionable recommendations.
• Proven ability to work across Finance, Accounting, Risk, Operations, and Strategy teams in a highly collaborative environment.
• Advanced proficiency with reporting and analytics platforms such as BI tools, Snowflake, OneStream, or comparable systems.
• Solid understanding of annual financial reporting, SEC reporting concepts, and EPS-related reporting considerations.
• Excellent written and verbal communication skills with the ability to present complex information clearly and professionally.