Guidance Residential, LLC is a strong, growing company that specializes in residential mortgage lending. Our team members are a vital strength in our ability to grow and continue to serve our customers.
We are seeking a full-time experienced hands-on Director Financial Planning and Analysis (FP & A) local to the Northern Virginia / Washington DC Metro Area.
The Director FP&A and AI Finance Transformation leader will help to modernize our finance function and build scalable planning, reporting, analytics, and automation capabilities.
Reporting to the CFO, this role will own core FP&A activities, including budgeting, forecasting, management reporting, variance analysis, and financial modeling, while also leading the execution of a practical AI-enabled finance transformation roadmap. This is a builder role for someone who can combine strong finance fundamentals with modern data, BI, automation, and AI capabilities.
The ideal candidate has deep FP&A experience, strong business partnership skills, and the technical fluency to improve how finance uses data, dashboards, automation, and AI. This person will work closely with the CFO, Controller, accounting team, IT/data partners, and business leaders to move finance from manual reporting toward faster, more insightful, and more scalable decision support.
Responsibilities include:
- Own budgeting, forecasting, rolling forecasts, financial modeling, and management reporting.
- Build driver-based models tied to production volume, revenue, expenses, staffing, margin, cash flow, and business performance.
- Prepare monthly financial packages, variance analysis, KPI reporting, and executive-level commentary.
- Partner with accounting to improve the flow from close to management reporting.
- Lead finance transformation initiatives focused on automation, dashboarding, process improvement, and AI-enabled workflows.
- Identify and implement use cases for AI-assisted finance work, including variance commentary, recurring reporting, forecast updates, KPI monitoring, and analysis support.
- Develop Power BI dashboards and reporting tools that improve visibility into financial and operational performance.
- Standardize key finance metrics, data definitions, reporting templates, and forecast assumptions.
- Reduce manual spreadsheet work through improved data flows, automation, and repeatable processes.
- Establish appropriate controls, documentation, and human-review standards for AI-enabled finance processes.
Qualifications:
- 7+ years of FP&A, corporate finance, finance transformation, or finance analytics experience.
- Strong financial modeling, budgeting, forecasting, and variance analysis skills.
- Advanced Excel skills and experience with Power Query or similar data-preparation tools.
- Experience with Power BI, Tableau, Domo or comparable BI/reporting platforms.
- Practical experience applying AI, automation, or analytics tools to business or finance workflows.
- Strong understanding of accounting close processes and financial statement reporting.
- Ability to work cross-functionally with executives, accounting, IT, data, and business teams.
- Excellent communication skills and ability to translate data into business insight.
- High ownership mindset and comfort operating in a lean, hands-on environment.
Preferred qualifications:
- MBA, CPA, CFA
- Experience in mortgage, financial services, real estate finance, banking, fintech, or regulated industries.
- Experience with SQL, Python, Power Automate, Microsoft Fabric, Alteryx, Snowflake, or similar tools.
- Experience implementing finance transformation, BI, ERP, planning, or reporting automation initiatives.
- Familiarity with enterprise AI tools such as Microsoft Copilot, ChatGPT Enterprise/Team, Azure OpenAI, or similar platforms.
Job Benefits
- Work for an experienced and proven leader in digital mortgage solutions
- 14 Paid Holidays per year
- Medical/Dental/Health Benefits and Student Loan Paydown
- Paid Vacations and Sick Leave
Our offices are conveniently located in Reston, VA and easily accessible from the Virginia, Maryland, D.C. area. We are located within walking distance to the Washington D.C. Metro's Silver Line Wiehle-Reston Station, and we are also only a few miles from the Dulles International Airport.
Guidance Residential is an Equal Opportunity Employer.
Skills Required
- Bachelor's degree in Finance or related field (MBA preferred)
- 5+ years of experience in FP&A or corporate finance within the mortgage or financial services industry
- Strong understanding of mortgage banking economics
- Advanced financial modeling and visualization skills
- Advanced proficiency in Microsoft Excel
- Experience with BI tools (Power BI, Tableau, Domo)
- Experience working with mortgage systems and financial systems
- Strong analytical, problem-solving, and communication skills
What We Do
Guidance Residential is the largest U.S. provider of Shariah-compliant home financing having provided over $9 billion in home financing to American Muslim homeowners. Headquartered in Reston, Virginia, the company was established in the DC metro area in 2002 and operates in 34 states today. Guidance Residential is a subsidiary of Guidance Financial Group, a global financial company that has pioneered the creation and development of Shariah-compliant investment products for institutional investors and financial intermediaries worldwide, as well as financial products and services that address the unmet needs of millions of Muslim consumers. As a highly respected and recognized institution in the Islamic Finance industry, the Guidance brand has also become synonymous with leadership and authenticity in Shariah-compliant home finance. The company has been sought after for its technical expertise in Islamic Finance by international players in Saudi Arabia, Malaysia, Egypt, and Indonesia. Guidance was nominated by the Dubai-based, global trade publication Islamic Business and Finance Magazine for the Best Islamic Home Finance Provider award in 2018, 2019 and other awards. Equal Housing Lender NMLS# 2908 Licensing and Registrations: GuidanceResidential.com/licensing-and-registrations Privacy Policy: GuidanceResidential.com/privacy-and-declarations Social Media Disclaimer: Consumers should not submit personal information through posts or messaging on social media websites such as Facebook, Twitter, LinkedIn or similar sites. Guidance Residential cannot guarantee that personal information submitted through these sites will be secure and protected from access by hackers or other unauthorized persons. Please contact us securely through our website or contact a Guidance Residential Account Executive for more information about submitting personal information.
