Qualifications:

• Experience working for a mortgage lender

• Certified Public Accountant (CPA) license preferred

• Minimum of ten (10) years of experience as a senior level accountant or finance manager

• Advanced level of Excel and PowerPoint, with high proficiency in MS Office Suite

• Experience with real estate finance, mortgage lending, or related financial services industry

• Exceptional decision-making skills and the ability to meet deadlines

• Strong understanding of confidentiality and the importance of securely handling personal and financial information

• Flexibility to adapt to peak periods of heavy workload and pressure

• Proficient in using accounting software and financial databases

Objectives of this role:

• Provide comprehensive financial updates to senior managers, investors, and stakeholders by evaluating, analyzing, and reporting appropriate data points

• Guide financial decisions by applying Company policies and procedures to current economic landscape

• Develop, implement, and maintain financial controls and guidelines

• Achieve budgeting goals with proper scheduling, analysis, and corrective actions

• Help develop and support short- and long-term financial strategies

Responsibilities:

• Maintain internal safeguards for revenue receipts, costs, and team and organizational budgets and actual expenditures

• Establish financial and operating benchmarks, budgets, program monitoring, and reporting standards on biweekly, monthly, quarterly and annual basis

• Implement consistent GAAP policies, practices, and procedures across all programs, adhering to national and local legal standards while remaining knowledgeable of proposed legislation

• Develop and enforce internal controls to maximize protection of company assets, policies, procedures, and workflows

• Oversee and support accounting team with dynamic leadership that creates an environment of trust and productivity

• Oversee all accounts, ledgers, and reporting systems, ensuring compliance with appropriate standards and regulatory requirements

• Communicate monthly, quarterly, and yearly financial statements to executive management

• Assist leadership in the annual budgeting and planning process

• Coordinate and participate in external audits

• Address audit findings and implement corrective actions

Benefits:

• Health Insurance

• 401(k) Plan

• Employee Assistance Program

• Company Paid Life Insurance, AD&D

• Paid Time Off

• Optional Health Savings Account & Flexible Spending Account

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