CFO Finance & Accounting

The Finance Manager will collaborate with Corporate Finance leadership to support Company’s mortgage loan origination, servicing and corporate business segments. Conduct analysis and prepare financial performance reports, variance analyses, forecasts and other essential reporting materials senior management presentation. Lead Finance initiatives/projects from inception through implementation, including developing new or improving existing reporting materials, i.e. conducting expense management analyses, etc.

Conduct ad-hoc analyses to streamline and enhance financial processes and outcomes.

Analyses of mortgage loan origination volumes, margins, historical trends, servicing portfolio data, fees, etc.

Deep‑dive into department expenses and computation of accounting journal entries for month‑end closings

Assistance with forecasting processes and taking ownership of portions of the financial forecast models, including P&L, cash flow, supporting performance metrics, schedules/analyses and commentary, while ensuring high quality, accuracy and timeliness

Support team of financial analysts by training and coaching

Focus on optimizing and continuously enhancing financial and reporting processes

Comply with all company policies and procedures.

This position is an individual contributor with no direct reports but may provide guidance, leadership, or training to others.

Analytical problem‑solving and sound decision‑making ability (i.e. define a problem, collect data, establish facts and draw valid conclusion)

Advanced Excel skills with proficiency in financial modeling and forecasting

Technical proficiency in querying data for standard reporting deliverables and to conduct various ad‑hoc analyses

Thorough understanding of mortgage loan product types and key loan data elements

Deep knowledge of finance/accounting functions and processes

Ability to create and manage project benefits and cost benefit analyses

Demonstrate initiative and ability to manage increasing workload effectively and work creatively to streamline and improve financial processes

Demonstrate self‑driven ownership of processes or projects and ability to manage effective execution

Bachelor’s degree in finance or accounting with demonstrated academic achievement

Minimum of Seven (7) years previous experience in finance/accounting roles with heavy emphasis on financial planning and analysis deliverables (Budgeting, Forecasting, Month‑End Close, Staff Capacity Planning) strongly preferred

Prior finance experience supporting corporate departments a plus, but not required

Certificates, Licenses, Registrations

Problems typically involve consideration of multiple issues and understanding of the financial/mortgage industry. Problems are typically solved through drawing from prior experience and analysis of issues.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws.

Americans with Disabilities Act