What are the responsibilities and job description for the Senior Director of Finance position at Anza Mortgage Insurance Corporation?
Anza MI is a fintech startup using technology and analytics to drive growth & innovation within the US mortgage market.
About The Role
As the Senior Director of Finance at Anza Mortgage Insurance Corporation, you'll lead the day-to-day finance activities and have direct exposure to the CEO. This is a hands-on, "doer" role, and you'll be responsible for all aspects of financial planning and analysis (FP&A) and treasury management, providing critical insights that drive business decisions. This is a unique opportunity to be part of building the finance function from the ground up, shape our financial future, and have a direct impact on our growth and success.
What You'll Do
Financial Planning & Analysis (FP&A)
About The Role
As the Senior Director of Finance at Anza Mortgage Insurance Corporation, you'll lead the day-to-day finance activities and have direct exposure to the CEO. This is a hands-on, "doer" role, and you'll be responsible for all aspects of financial planning and analysis (FP&A) and treasury management, providing critical insights that drive business decisions. This is a unique opportunity to be part of building the finance function from the ground up, shape our financial future, and have a direct impact on our growth and success.
What You'll Do
Financial Planning & Analysis (FP&A)
- Lead the annual budgeting, quarterly forecasting, and long-range planning processes.
- Develop and maintain financial models to support strategic initiatives, business cases, and scenario analysis.
- Analyze financial performance, identify key trends, and present insights to the executive team and the board.
- Create and track key performance indicators (KPIs) and metrics to measure business health and operational efficiency.
- Manage cash flow and liquidity to ensure the company's financial stability.
- Oversee banking relationships, credit facilities, and be involved in investment activities.
- Participant in capital planning and fundraising efforts, including debt and equity financing.
- Help to manage and mitigate financial risks, including interest rate, foreign exchange, and credit risk.
- Act as a strategic partner to the CEO, Chief Accounting Officer, and leadership team, providing financial guidance on key business decisions.
- Collaborate with other departments to drive operational improvements and cost efficiencies
- Bachelor's degree in Finance, Accounting, or a related field; an MBA or CPA is a plus.
- 10 years of progressive finance experience, with at least 3-5 years in a senior role.
- Proven experience in a high-growth startup environment, with a "roll up your sleeves" attitude.
- Deep expertise in financial modeling, FP&A, and treasury management.
- Strong understanding of GAAP and financial reporting. Knowledge of STAT reporting is a plus.
- Excellent communication and presentation skills, with the ability to convey complex financial information to both technical and non-technical audiences.
- Experience in the insurance, fintech, or financial services industries is highly desirable.
- Knowledge of programming languages such as Python or R is desirable, but not required.
- Ability to thrive in a fast-paced, dynamic, and agile environment.