Chief Financial Officer | Mortgage

Join a rapidly growing, client-focused mortgage company dedicated to empowering individuals and families on their path to homeownership. Taking pride in our innovative solutions, exceptional customer service, and dynamic team environment. Seeking a highly skilled and strategic Chief Financial Officer (CFO) to lead our financial operations and drive the company’s long-term success. As a key member of the executive leadership team, the CFO will ensure the financial health, compliance, and strategic growth of our organization.

Responsibilities

Strategic Leadership:

• Collaborate with the CEO and executive team to develop and implement the company’s strategic goals.
• Provide financial insight and guidance to inform key business decisions.
• Drive initiatives to improve financial performance and operational efficiencies.

Financial Planning & Analysis:

• Develop and oversee financial budgets, forecasts, and long-term strategic plans.
• Analyze financial results and trends, providing actionable recommendations.
• Ensure alignment of financial plans with organizational objectives.

Accounting & Reporting:

• Oversee the preparation of accurate financial statements in compliance with legal and regulatory standards.
• Manage internal and external audits.
• Maintain robust internal controls and safeguard company assets.

Capital Management:

• Optimize capital structure and manage the company’s financing activities.
• Establish and maintain relationships with investors, lenders, and financial institutions.
• Assess investment opportunities and risks, ensuring prudent capital allocation.

Compliance & Risk Management:

• Ensure compliance with tax regulations, financial laws, and corporate governance standards.
• Develop and implement policies to manage financial risks effectively.

Team Leadership:

• Lead and mentor the finance and accounting teams, fostering a culture of collaboration and excellence.
• Build the capabilities of the finance team to meet evolving business needs.
• Drive initiatives to attract, retain, and develop top financial talent.

Operational Support:

• Partner with operational leaders to enhance financial discipline across departments.
• Implement systems and processes to improve financial data quality and accessibility.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field
• CPA or MBA preferred.
• 10+ years of experience in the mortgage industry.
• Proven experience as a CFO, VP of Finance, or senior financial leader, preferably in the mortgage or financial services sector.
• Strong understanding of GAAP, regulatory compliance, and financial risk management.
• Proficiency in accounting software and financial systems (e.g., QuickBooks, SAP, or similar).
• Advanced Excel skills and familiarity with financial modeling.
• Exceptional analytical and problem-solving abilities.
• Excellent communication and leadership skills.
• High degree of integrity and confidentiality.

What We Offer:

• Competitive salary and performance-based bonuses.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Paid time off and holidays.
• Professional development opportunities and a supportive team culture.
• The chance to make a significant impact in a growing company.