Chief Financial Officer

The CFO will be a key member of the executive leadership team, responsible for overseeing the company’s financial planning, accounting, reporting, and risk management. The ideal candidate will have deep experience in banking, real estate, mortgage lending or consumer finance and will play a critical role in shaping the financial strategy and ensuring the scalable profitable growth of the business.

About the Role

The CFO will be a key member of the executive leadership team, responsible for overseeing the company’s financial planning, accounting, reporting, and risk management.

Responsibilities

• Serve as the company’s senior financial strategist and advisor to the CEO and executive team.

• Direct all aspects of financial planning, budgeting, forecasting, and analysis to support data-driven decision-making.

• Oversee financial reporting, accounting, internal controls, compliance, and audits to ensure accuracy and regulatory adherence.

• Provide timely, insightful financial information to leadership, identifying key business drivers and trends.

• Manage all banking and treasury functions, including cash flow, and capital allocation.

• Serve as the primary liaison with external stakeholders, including auditors, banks, tax advisors, and regulators.

• Lead and mentor the accounting and finance team to strengthen capabilities and ensure operational excellence.

• Lead automation and scalability initiatives across financial operations to enable growth.

• Monitor and mitigate financial risks; ensure strong internal control systems are in place and functioning effectively.

• Support due diligence, financial modeling, and integration for potential acquisitions opportunities.

• Ability to manage many reporting entities.

• Oversee tax strategy and compliance, coordinating closely with external CPA firm for preparation and filing of complex tax returns in accordance with state and federal law.

• Other duties as assigned to support broader the accounting team initiatives.

Qualifications

• 10+ years of experience in senior financial leadership roles, with at least 5 years in banking, mortgage lending, real estate, or consumer finance.

• Bachelor’s degree in Accounting or Finance required; MBA or CPA strongly preferred.

• In-depth knowledge of accounting principles, financial reporting, budgeting, taxation, and financial analysis.

• Proven ability to lead and grow high-performing finance and accounting teams.

• Strong track record in improving financial systems, operational processes, and internal controls.

• Experience in partnering with CEOs and boards to drive strategic and financial goals.

• Prior experience in consumer lending, banking and or mortgage servicing.

• Experience with very successful entrepreneurs and/or family business.

#JLjbffr