Financial Planning Analysis Jobs in Florida

INTRODUCTION

Selene Holdings is a multiple-lines business financial services firm with a mortgage servicing company, a loan diligence company, a title company, an insurance brokerage, and a real estate owned company. We have office locations in Dallas, TX, Jacksonville, FL, and Salt Lake City, UT. Founded in 2007 to address needs in the mortgage industry, Selene strives to provide amazing client and borrower experiences. A positive attitude coupled with proven creative thinking and actions are all attributes we seek in every one of our employees. If you want to make a difference, then Selene is the place for you!

ROLE SUMMARY

The Vice President of Financial Planning & Analysis (FP&A) is a senior finance leader responsible for driving financial strategy, performance management, and value creation for a private equity–backed financial services platform operating in mortgage servicing, title, and diligence businesses. This role partners closely with the CFO, CEO, operating leadership, and private equity sponsors to deliver disciplined financial planning, actionable insights, and scalable analytical infrastructure that support growth and margin expansion.

The VP of FP&A will translate complex operating and market dynamics—such as interest rate cycles, transaction-based volume volatility, servicing economics, and labor-intensive cost models—into clear financial insights that support decision-making, optimize EBITDA, and enhance enterprise value.

TOP RESPONSIBILITIES

Value Creation & Strategic Partnership

• Serve as a strategic finance partner to executive leadership and PE sponsors, supporting value creation initiatives, EBITDA optimization, and capital deployment decisions.
• Support long-term strategic planning aligned with sponsor investment theses.

Financial Planning, Budgeting & Forecasting

• Lead the annual operating plan, rolling forecasts, and multi-year financial models across mortgage servicing, title, and diligence business lines.
• Ensure forecasts incorporate volume scenarios, pricing changes, margin drivers, cost discipline initiatives, and regulatory impacts.

Performance Management & KPI Ownership

• Design and own KPI frameworks that align operational performance with EBITDA growth, cash flow generation, and return on invested capital.
• Deliver clear variance analysis and performance narratives that isolate root causes and inform corrective actions.

PE-Grade Reporting & Support

• Produce high-quality monthly and quarterly financial reporting packages for executive leadership and sponsor review.
• Support operating reviews, lender reporting, and ad hoc PE sponsor analytics with speed, accuracy, and insight.

Business Partnership & Operational Decision Support

• Partner with servicing, title, and diligence leaders to evaluate pricing strategies, workforce models, productivity initiatives, and vendor economics.
• Assess investment returns for new products, geographic expansion, technology investments, and operational improvements.

Modeling, M& A & Scenario Analysis

• Build advanced financial models to support add-on acquisitions, servicing transfers, divestitures, and integration scenarios.
• Perform sensitivity and downside scenario analysis tied to interest rate movements, volume fluctuations, regulatory shifts, and market cycles.

Process, Systems & Scalability

• Build and scale FP&A processes, reporting tools, and planning systems that support rapid growth and increasing organizational complexity.
• Drive standardization, automation, and data discipline consistent with best-in-class PE portfolio company practices.

Team Leadership & Culture

• Build, develop, and lead a high-performing FP&A team with strong analytical, communication, and business partnership capabilities.
• Foster a results-driven culture focused on accountability, urgency, and continuous improvement.

QUALIFICATIONS & EXPERIENCE

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA strongly preferred.
• 12–15+ years of progressive finance experience, including senior leadership roles in FP&A.
• Prior experience in a private equity–backed company, portfolio company environment, or similarly fast-paced, results-oriented setting is strongly preferred.
• Background in financial services, with meaningful exposure to mortgage servicing, title, diligence, or other transaction-driven or regulated businesses.
• Proven ability to drive EBITDA improvement, cost discipline, and margin expansion through analytics and business partnership.
• Demonstrated expertise in building scalable FP&A processes suited for growth, acquisitions, and exit readiness.
• Strong financial modeling, scenario analysis, and executive presentation skills; comfort interacting with PE sponsors and Boards.
• Advanced proficiency in financial systems, planning tools, and analytics platforms. Workday Adaptive Planning experience a plus.

WHY SELENE?

BENEFITS

Selene Finance LP is committed to the total wellbeing of its employees and therefore offers one of the best benefits packages available in the industry today, which includes:

• Paid Time Off (PTO)
• Medical, Dental & Vision
• Employee Assistance Program
• Flexible Spending Account
• Health Savings Account
• Paid Holidays
• Company paid Life Insurance
• Matching 401(k) Plan

The job requirements listed above are representative of the knowledge, skills, and/or abilities required. This job description is not an inclusive list of all duties and responsibilities of this position. Incumbents will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. Selene reserves the right to amend and change responsibilities to meet business and organizational needs.