CardWorks

CardWorks

Director, Financial Planning & Analysis

Woodbury (Long Island), USA · Director

Sponsorship not specified$120k-$153kDetected 63 days ago
SnowflakeData VisualizationFinancial ModelingFinancial AnalysisAccountingForecastingBudgetingExcelFP&APerformance ManagementCustomer SupportMicrosoft OfficeVariance Analysis

About the role

  • Cardworks is seeking a Director of Financial Planning & Analysis to serve as the lead finance partner for Call Center, Collections, and Case Management Operations.
  • This role will support customer service organizations by owning financial planning, forecasting, and performance analysis for a large, labor‑driven operation.
  • The ideal candidate brings deep experience partnering with operations, working with labor and capacity models, and translating call center performance metrics into clear financial insights that drive decision-making.

Responsibilities

  • Act as the primary FP&A business partner to the Operations Organizational Area (OA).
  • Own budgeting, forecasting, and variance analysis for all departments withing the Operations OA
  • Build and maintain labor and staffing models incorporating call volume, AHT, shrinkage, occupancy, attrition, and wage rates.
  • Partner with Workforce Management to align financial forecasts with staffing and capacity plans.
  • Manage call center P&Ls, identifying opportunities to improve efficiency while maintaining service levels.
  • Develop dashboards and reporting focused on key metrics such as cost per call, productivity, service levels, and utilization.
  • Support business cases for hiring, vendor changes, technology investments, and process improvements.
  • Drive automation and continuous improvement in FP&A processes and reporting.

Requirements

  • Ability to connect operational metrics to financial outcomes and communicate insights clearly to non-financial leaders.
  • Advanced Excel and PowerPoint skills required.
  • Extended hours may be required during budget, forecast, or peak operational periods.
  • Deep understanding of call center economics and staffing models.
  • Strong financial modeling, forecasting, and variance analysis skills.
  • Highly analytical, detail-oriented, and comfortable operating in a fast-paced, deadline-driven environment.
  • Strong interpersonal skills with the ability to partner effectively with senior operations leaders.

Nice to have

  • Bachelor's degree in finance, accounting, economics, or related field required.
  • Demonstrated experience with labor-intensive cost structures and operational forecasting.
  • Experience supporting both in-house and outsourced (BPO) call center environments a strong plus.
  • Experience with financial planning systems and data platforms (e.g., Oracle EPBCS, Snowflake, Sigma, Power BI) preferred.

Compensation

  • The salary range for this position, if located in NY Metro/NY State is $120,000 to $153,000.

Benefits

  • Competitive Pay, including a Bonus Target or Variable Pay Incentive Program
  • Benefits Package -Medical, Dental, and Vision (plus much more)
  • Short- & Long-Term Disability
  • Wellness Programs
  • Paid Vacation, Sick Days and bank Holidays
  • Education and Experience:

Company info

  • Merrick Bank: The bank that builds
  • CardWorks Servicing: One partner, total performance
  • Carson Smithfield: Resolution with respect
  • With nearly 40 years of operating history, our track record is solid: disciplined in downturns and built to accelerate in recovery. The CardWorks Financial Group companies take precise approach in complex markets, as a top three non-prime focused general purpose card issuer and a top fifteen U.S. merchant acquirer.
  • CardWorks Financial Group is a diversified financial services platform building ethical solutions across credit, lending, and the full customer lifecycle.
  • Through our family of companies, CardWorks Financial Group tackles the complex challenges that larger financial institutions leave behind.
  • We're embedded throughout the credit card ecosystem as a lender, servicer, and merchant acquirer.
  • With nearly 40 years of operating history, our track record is solid: disciplined in downturns and built to accelerate in recovery.
  • The CardWorks Financial Group companies take precise approach in complex markets, as a top three non-prime focused general purpose card issuer and a top fifteen U.S. merchant acquirer.
  • Our team tackles the industry's most complex credit and payment challenges.
  • And we believe that excellent work starts with a team that feels supported, respected, and empowered to grow.
  • CardWorks Servicing, LLC provides end-to end operational servicing functions for credit cards, secured cards, and installment loans.
  • We service consumer and small business loans across the credit spectrum and offers backup servicing and due diligence services to capital providers and trustees.
  • Founded in 1997, Merrick Bank is an FDIC®-insured financial institution headquartered in South Jordan, Utah, with over $10 billion in assets.
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This listing is sourced directly from CardWorks's careers page and normalized into a canonical job model.