Controller
Location
United States
Posted
8 days ago
Salary
0
Seniority
Lead
Job Description
Controller
Nexera, LLC
• Oversee daily accounting operations, including general ledger, reconciliations, accounts payable, accounts receivable, financial reporting, and month-end close. • Lead month-end, quarter-end, and year-end close processes to ensure accurate and timely financial reporting. • Prepare and review financial statements, balance sheets, income statements, cash flow reporting, executive reporting packages, and supporting schedules. • Maintain financial integrity within the general ledger and ensure accounting records, transactions, and reconciliations are accurate and properly documented. • Identify opportunities to improve close timelines, reporting processes, system workflows, reconciliations, and overall accounting efficiency. • Manage mortgage-specific accounting activity, including loan funding, loan sales, gain-on-sale accounting, warehouse line activity, investor proceeds, servicing-related items, and related reconciliations. • Oversee warehouse line reconciliations, including funding activity, paydowns, fees, interest, outstanding balances, and investor settlements. • Partner with Capital Markets, Secondary Marketing, Treasury, Operations, and Executive Leadership to ensure accurate reporting and alignment across loan sale, funding, and investor activity. • Support cash management, liquidity planning, and daily funding requirements in partnership with senior leadership. • Develop, improve, and maintain accounting policies, procedures, internal controls, and documentation to support compliance, audit readiness, investor requirements, and scalable growth. • Serve as a key point of contact for external audits, internal audits, investor reviews, warehouse lender requirements, regulatory exams, and other financial reporting requests. • Ensure accounting processes and reporting standards are aligned with GAAP, company policies, investor expectations, and applicable mortgage banking requirements. • Strengthen internal controls and help build scalable accounting workflows that support future growth, expanded product offerings, and increased loan volume. • Review and analyze financial statements from prospective partners Newfi may purchase loans from to support partner due diligence, risk assessment, and overall business decision-making. • Partner with Executive Leadership, FP&A, Treasury, Capital Markets, Secondary Marketing, Operations, Compliance, Risk, and Sales to support budgeting, forecasting, variance analysis, expense management, production reporting, profitability analysis, and operational KPIs. • Provide meaningful financial analysis to leadership, including cost-saving opportunities, revenue growth drivers, margin trends, production performance, expense controls, and profitability insights. • Assist in developing financial dashboards, reporting tools, and executive-level reporting packages that provide greater visibility into company performance. • Support strategic planning, operational finance, and business initiatives that help drive financial discipline and long-term growth. • Lead, coach, and develop accounting team members while promoting accuracy, accountability, collaboration, and continuous improvement. • Partner cross-functionally with finance and non-finance leaders to improve communication, reporting accuracy, and operational alignment. • Take on broader finance leadership responsibilities over time, including increased involvement in forecasting, strategic planning, operational finance, executive reporting, and CFO-level business partnership. • Serve as a trusted finance partner to Newfi’s leadership team by bringing strong accounting discipline, analytical insight, and a growth-oriented mindset.
Job Requirements
- 7+ years of progressive accounting or finance experience, preferably within mortgage banking, wholesale lending, correspondent lending, Non-QM, financial services, or a closely related industry.
- Bachelor’s degree in Accounting, Finance, Business Administration, or related field required.
- Prior experience as a Controller, Assistant Controller, Accounting Manager, Director of Accounting, VP Controller, or similar accounting/finance leadership role preferred.
- Strong understanding of mortgage banking accounting, including loan funding, loan sales, warehouse lines, gain-on-sale, investor settlements, reconciliations, and financial reporting.
- Experience with financial statement preparation, month-end close, audit support, internal controls, accounting memos, policies, and procedures.
- Strong knowledge of GAAP and financial reporting requirements.
- Experience partnering with FP&A, Treasury, Capital Markets, Secondary Marketing, Operations, Compliance, Risk, Sales, and Executive Leadership.
- Strong analytical skills with experience in variance analysis, budgeting, forecasting, expense management, profitability reporting, operational KPIs, and executive reporting.
- Experience working with auditors, warehouse lenders, investors, tax advisors, and third-party partners.
- Strong Excel and financial systems skills.
- Demonstrated ability to improve processes, shorten close timelines, strengthen controls, and build scalable accounting workflows.
- Strong written and verbal communication skills with the ability to clearly present financial information to both finance and non-finance stakeholders.
- Leadership experience with the ability to develop, mentor, and motivate accounting or finance team members.
Benefits
- Competitive compensation package
- Performance-based incentive opportunities
- 401(k) matching program
- Medical, dental, and vision coverage
- Leadership visibility and career growth opportunities
- Flexible remote work environment
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