Financial Reporting Manager

Financial Reporting Manager, Mortgage Lender

We are partnering with a long‑standing independent lender known for operational excellence and a culture that prioritizes team longevity. As they execute a national expansion strategy, they require a Financial Reporting Manager to ensure the technical accuracy of their accounting function and compliance with regulatory obligations.

This is a hands‑on technical role focused on ensuring compliance and precision during month‑end close and regulatory filing cycles.

• Regulatory Compliance: Manage the preparation and submission of complex industry‑specific filings (such as the MCR/Call Reports) and state‑level financial requirements.
• Financial Close: Ownership of the monthly, quarterly, and annual close process, ensuring adherence to GAAP.
• Technical Accounting: Serve as the subject matter expert on accounting policies, specifically regarding revenue recognition and loan‑level accounting.
• Audit Liaison: Manage relationships with external auditors and oversee internal controls documentation.
• Process Optimization: Partner with the Controller to streamline accounting systems and improve data integrity as the company scales.

• Experience: 5+ years of accounting or financial reporting experience.
• Sector Expertise: Prior experience in Mortgage Banking or a highly regulated financial services environment is required due to specific regulatory reporting needs.
• Qualifications: Bachelor’s degree in Accounting or Finance; CPA or public accounting background is highly valued.
• Skills: Strong understanding of GAAP, regulatory filing portals, and Excel‑based data management.