The Dir. of Finance Transformation & Data leads to the design, execution, and continuous improvement of the finance data and systems. This role is responsible for ensuring a single source of truth across accounting, FP&A, credit, and servicing, enabling faster close cycles, accurate regulatory reporting, and data-driven decision making. This role partners closely with Controllership, FP&A, Treasury, Risk/Credit, and Technology to drive data integrity, process automation, and finance systems modernization, with a strong focus on loan-level data and subledger integration.

Executes Finance Data Strategy & Governance

• Define and implement a finance data strategy aligned to business growth, regulatory requirements, and capital markets expectations
• Establish and maintain data governance frameworks, including ownership, definitions, lineage, and controls across finance data
• Ensure alignment of data definitions across all platforms including but not limited to ERP, Loan Servicing System and Origination system, Data warehouse, and Accounting and FP&A reporting

• Sustain the finance systems roadmap, including ERP, Expense management, and Integration with loan subledger/serving platform, loan origination platform and enterprise data platform
• Drive automation and integration between systems included in the Accounting and Finance technology stack
• Partner with Technology to rationalize system architecture and reduce redundancy across platforms

• Lead initiatives to reduce close cycle
• Automate data integrations, journal entries and reconciliations, consolidations, and reporting workflows
• Improve data readiness for SEC reporting, regulatory filings and Investor and securitization reporting

• Enable fully reconciled product-level P&Ls across Accounting and FP&A
• Support creation of standardized datasets in Snowflake for multiple use cases
• Support improvement of FP&A self-service reporting capabilities and dashboarding

• Identify and eliminate manual processes across accounting cycle and expense management
• Implement automation solutions (reconciliation tools, workflow engines, data pipelines)
• Standardize finance processes across systems and business lines
• Collaborate with cross-functional process owners to translate business requirements into sustainable, scalable reporting solutions across systems

• Lead a portfolio of transformation initiatives with clear prioritization, timelines, and ROI tracking
• Serve as the central point of coordination across Finance, Risk, and Technology
• Manage third-party vendors, system integrators, and implementation partners