Overview:
A rapidly growing, technology-driven mortgage and financial services organization is seeking an experienced Chief Financial Officer (CFO) to lead enterprise-wide financial strategy and operations. This executive role partners closely with the CEO and senior leadership to drive profitability, strengthen controls, ensure regulatory compliance, and support scalable growth across national lending operations.
The ideal candidate brings deep mortgage industry expertise, strong leadership presence, and a hands-on approach to building high-performing finance organizations in fast-paced environments.
Key Responsibilities
Strategic & Executive Leadership
- Serve as a strategic advisor to the CEO and executive team on financial planning, growth initiatives, and long-term business strategy
- Provide clear financial insights to support decision-making at the board and executive levels
Financial Operations & Oversight
- Lead accounting, finance, treasury, FP&A, and compliance functions
- Ensure accurate, timely financial reporting in accordance with GAAP and industry standards
- Oversee month-end, quarter-end, and year-end close processes
Mortgage & Regulatory Expertise
- Manage financial compliance related to mortgage lending, warehouse facilities, and regulatory requirements
- Lead internal and external audits; maintain audit readiness and strong internal controls
- Oversee risk management and financial governance frameworks
Capital, Liquidity & Performance
- Manage cash flow, capital structure, and lending facilities to support origination and growth
- Drive budgeting, forecasting, and performance management across the organization
- Monitor KPIs to improve operational efficiency and profitability
Systems, Process & Team Development
- Enhance financial systems, automation, and reporting capabilities
- Build, lead, and mentor a high-performing finance and accounting team
- Champion process improvements that scale with company growth
Qualifications
- 10+ years of progressive finance or accounting experience
- Minimum of 5 years in a senior leadership role (CFO, VP Finance, or similar)
- Significant experience within mortgage lending or financial services required
- Strong knowledge of GAAP, financial controls, audits, and regulatory environments
- Proven success managing capital, risk, and complex financial operations
- Exceptional leadership, analytical, and communication skills
