Director of FP&A

JOB SUMMARY

USClaims is the largest and most established consumer litigation finance company in the industry, helping provide financial support to individuals pursuing legal settlements. With over 30 years in business, we’ve built a high-performing organization focused on operational excellence and long-term growth.

Our mission is to provide much-needed liquidity to an underserved market, giving individuals the financial means to pursue fair settlements. We have a culture driven by excellence and are looking for people who are excited about the opportunity to join our team!

As a private equity-backed financial services company, we have an ambitious goal of scaling to $500MM in originations over the next five years. We are seeking a hands-on, business-oriented Director of FP&A who wants a front-row seat in helping drive that growth.

In this hands-on role, you will be deeply embedded across the business—partnering with teams to:

• Drive growth initiatives by supporting originations and evaluating historical performance, pricing caps and other channel level economics across origination channels
• Optimize capital strategy by working closely with Portfolio Management on liability management, including warehouse facilities, securitizations, and equity capital efficiency
• Monitor portfolio performance by partnering with Servicing and Risk to track repayment speed, profitability, loss severity and other key drivers of portfolio returns
• Enable decision-making across departments through expense planning, resource allocation, and financial insights
• Advance innovation by identifying and implementing AI-enabled and data-driven solutions that improve forecasting, reporting, and operational efficiency
• Enhance portfolio resolution strategies by collaborating with external quantitative modeling partners to forecast repayment speed, loss severity, and profitability at a granular level

This is a high-impact, highly visible role focused on building, analyzing, and driving the business—not just reporting on it.

RESPONSIBILITIES AND DUTIES

Forecasting & Planning

• Lead, own, and manage complex financial models, including portfolio growth (originations and resolutions), debt utilization (warehouse facilities, securitizations, equity usage), and full three-statement financial forecasts at both SPV and consolidated levels
• Partner with business teams to model repayment curves and timing, loss severity and risk trends, pricing sensitivity and market dynamics, and the impact of current conditions on prior originations
• Lead annual bottom-up expense planning across departments in partnership with functional leaders

Reporting

• Own and deliver monthly reporting to Private Equity sponsor, including performance insights and variance analysis
• Oversee company-wide P&L reporting, including departmental performance
• Report and track profit share across various business relationships
• Support Board-level reporting and executive presentations

Data, Analytics & Technology

• Own and manage the data warehouse/data lake environment and Power BI reporting
• Lead development and prioritization of business reporting requests, ensuring alignment with strategic needs
• Partner closely with internal and external AI and technology teams to develop and deploy advanced analytics and automation solutions
• Continuously enhance data visibility, accessibility, and decision-making capabilities across the organization

Team Leadership

• Lead and develop a lean, high-performing FP&A team (4 team members)
• Provide clear direction, prioritization, and development opportunities
• Foster a culture of accountability, ownership, and continuous improvement

Strategic & Cross-Functional Partnership

• Serve as a key partner across Operations, Portfolio Management, Servicing, Risk, Marketing, and Technology
• Provide actionable insights to drive business performance and strategic decision-making
• Support capital planning, liquidity management, and overall financial strategy
• Partner with the CFO on investor relations, including preparation of materials and leading financial reviews discussions.
• Support M&A activities, including financial evaluation, due diligence, and integration planning.

EDUCATION, SKILL & EXPERIENCE REQUIREMENTS

• 8+ years of finance experience within private equity-backed financial services, banking, or mortgage lending
• Bachelor’s degree in Finance, Accounting, or related field required
• Strong hands-on experience in financial modeling, forecasting, and data analysis
• Proven ability to partner with business leaders and influence decision-making
• Experience working in high-growth, dynamic environments (PE-backed preferred)
• Advanced proficiency in Excel and experience with BI tools (Power BI preferred)
• Experience working with data lakes/warehouses
• Strong communication skills with the ability to present to executive leadership, board, and investors
• Self-starter with a proactive, solutions-oriented mindset