The Senior Controller collaborates with third-party valuation firms to assess mortgage servicing rights, ensure compliance with relevant accounting standards, and support the budgeting and forecasting processes. The scope of responsibilities includes oversight for cash flow management, responsibility for maintaining balance sheet reconciliations, and ensuring intercompany accounts are balanced, bank accounts are reconciled, and appropriate controls are in place to deter fraud. This role manages internal reporting, disbursement reviews, payroll, debt reporting, lender covenant compliance, and coordination of multiple audits. Further, the role will be responsible for documenting management’s position on current and emerging accounting treatments under United States generally accepted accounting principles (“U.S. GAAP” or “GAAP”) that do or would impact the entities within the company.
Additionally, this position leads efforts to enhance key accounting processes and controls, update procedures and act as the finance executive liaison with auditors and regulators. This role supports the development and growth of the accounting team by providing guidance and working collaboratively to develop, enhance, and document policies and procedures. This position is responsible for reviewing contracts to accurately determine asset ownership and ensure proper financial recognition.
Qualifications include:
Bachelor’s Degree in Accounting, Finance, or related field
CPA, or equivalent professional certification
15+ years’ progressive experience in accounting
10+ years’ experience in a senior accounting role within mortgage servicing for financial services segments, including Controller-level experience
Previous experience managing people and leading teams
Strong financial reporting, summarization, and communication skills, with demonstrated ability to present complex financial data to executive stakeholders
Strong knowledge of U.S. GAAP, investor reporting requirements (e.g., Fannie Mae, Freddie Mac, Ginnie Mae), and MSR valuation, with experience in financial audits, internal controls, and regulatory compliance
Deep understanding of enterprise accounting systems, cash flow operations, cost structures, and financial resource planning
Advanced proficiency in accounting software systems, with exceptional organizational and recordkeeping capabilities
Experience with mortgage servicing platforms and ERP systems (e.g., SAP, Oracle, or similar)
Advanced skills in Microsoft Excel, Word, and Outlook
Strong verbal and written communication skills
Strong interpersonal skills with the ability to develop and maintain effective relationships across the organization to influence and drive required results
Effective management skills to include talent selection, training, coaching, mentorship, and performance management
Strength of leadership with proven ability to foster an environment of positive employee engagement and trust
Demonstrated ability to quickly establish credibility, coupled with recognizing and supporting the organization’s culture, values, and priorities
Collaborative and consultative work style
Able to manage and lead change; agile; high learning agility
Client-focused with strong execution skills and results orientation; able to link to business needs with tactical execution and results
Strong analytical skills coupled with sound judgement; strong problem-solving abilities
Ability to analyze and interpret data to identify opportunities and propose solutions
Strong project management skills with the ability to effectively lead matrix teams
Strong attention to detail; strong quality and compliance orientation
Ability to effectively prioritize under tight deadlines in a fast-paced, dynamic environment; effective time management for self and team
Self-directed; ability to proactively surface questions, opportunities, issues, and concerns
Professional maturity, integrity, and the ability to maintain confidential data and information
Strong business acumen; strong fiscal and technical aptitude