POSITION TITLE: Director, Fiancial Reporting and Accounting Policy
Position Summary
The Director, Financial Reporting is responsible for leading the preparation and delivery of accurate, timely, and compliant financial reporting for a publicly traded mortgage company. This role is responsible for SEC Reporting, regulatory filings and Accounting Policy.
The Director serves as a key leader within the Finance organization, partnering closely with Accounting Operations, Treasury, Capital Markets, Servicing, Originations, FP&A, Risk, Compliance, Legal, and External Audit teams to support high-quality financial reporting, internal controls, and strategic business initiatives.
This position plays a critical role in maintaining the integrity of the company’s financial statements, evaluating complex transactions,
Job Functions and Responsibilities:
Lead the preparation and review of quarterly and annual SEC filings, including Forms 10-Q, 10-K, 8-K disclosures and supporting the earnings release process
Oversee the preparation and submission of recurring filings required by federal and state regulators, GSEs, warehouse lenders, investors, and other stakeholders.
Research and document accounting conclusions for complex accounting matters, including mortgage servicing rights, securitizations, debt transactions, acquisitions, fair value measurements, and other strategic transactions and business initiatives. .
Prepare and oversee statutory reporting for subsidiaries.
Serve as a key point of contact for external auditors, legal counsel, regulators, and internal stakeholders on financial reporting matters.
Partner with Internal Audit, SOX Compliance, Accounting Operations, and operational teams to maintain effective internal controls over financial reporting, including control documentation, testing support, remediation activities, and audit requests.
Lead the preparation of executive-level financial reporting packages, board support materials, earnings support, and other management reporting deliverables.
Drive process improvement, standardization, and automation initiatives across financial reporting processes to increase reporting accuracy, efficiency, scalability, and governance.
Promote best practices for reporting documentation, review procedures, data integrity, and cross-functional collaboration.
Lead, mentor, and develop financial reporting professionals, establishing clear priorities, performance expectations, and professional development plans.
Build strong cross-functional relationships with Accounting Operations, Treasury, Capital Markets, Servicing, Originations, FP&A, Risk, Compliance, Legal, Investor Relations, Tax, and External Audit teams
Qualifications:
To perform this job successfully, an individual must have the following education and/or experience:
Bachelor’s degree in Accounting, Finance, or related field required; Master’s degree preferred.
CPA or equivalent required.
10+ years of progressive accounting and financial reporting experience.
Minimum 3-5 years of leadership experience managing accounting or financial reporting teams.
Public company and SEC reporting experience required.
Mortgage banking, financial services, banking, or specialty finance industry experience strongly preferred.
Big 4 public accounting experience preferred.
Advanced knowledge of U.S. GAAP and SEC reporting requirements and demonstrated ability to research and resolve complex accounting matters.
Excellent written and verbal communication skills, including the ability to prepare financial statement disclosures and present complex information clearly and concisely to senior leaders.
Strong analytical, organizational, and project management skills, with the ability to manage multiple priorities in a fast-paced, deadline-driven environment.
Proficient in Microsoft Office applications; experience with Oracle, Workiva Wdesk, SEC reporting software, or similar financial reporting platforms preferred
Training / Licensing Requirements:
Must pass the Company’s Background Screening process prior to beginning employment. Additionally, as a condition of employment, you may be required to pass client-specific background check requirements or Federal/State licensing requirements, if applicable.
The salary range for this position is expected to be $ 165k-190k per year, depending on geographic location, experience, and other qualifications of the successful candidate.This position is also eligible for Bonus based on performance and subject to the terms of the company's applicable plans.
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