Our client, is seeking an experienced Controller to lead its accounting function and support the continued growth of the organization. This individual will oversee financial reporting, accounting operations, internal controls, audits, and mortgage-specific accounting while serving as a strategic partner to executive leadership.
Key Responsibilities
- Lead day-to-day accounting operations, including financial reporting, reconciliations, and month-end close.
- Oversee mortgage accounting, including loan funding, warehouse lines, loan sales, gain-on-sale accounting, and investor settlements.
- Ensure GAAP compliance, maintain internal controls, and support audits, regulatory reviews, and investor reporting.
- Partner with executive leadership to support budgeting, forecasting, cash management, profitability analysis, and strategic planning.
- Drive process improvements that enhance efficiency, reporting accuracy, and scalability.
- Develop and mentor the accounting team while fostering a collaborative, high-performance culture.
Qualifications
- Bachelor’s degree in Accounting, Finance, Business Administration, or a related field; CPA and/or MBA preferred.
- 7+ years of progressive accounting or finance experience, including leadership experience within mortgage banking, wholesale/correspondent lending, Non-QM, financial services, or a related industry.
- Strong knowledge of GAAP, financial reporting, month-end close, audits, internal controls, and mortgage accounting, including warehouse lines, loan sales, gain-on-sale accounting, and investor reconciliations.
- Experience partnering with Executive Leadership, FP&A, Treasury, Capital Markets, Operations, Compliance, and Risk to support budgeting, forecasting, profitability analysis, and strategic financial planning.
- Proven ability to improve accounting processes, strengthen controls, build scalable financial operations, and effectively communicate with both finance and business stakeholders.
- Advanced Excel and financial systems proficiency; experience with mortgage LOS platforms, ERP/accounting systems, and mortgage lending products (Non-QM, DSCR, Agency, Jumbo, HELOC, etc.) is highly preferred.
HA3