Director, Financial Reporting

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:

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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

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Oversee the preparation and submission of recurring filings required by federal and state regulators, GSEs, warehouse lenders, investors, and other stakeholders.

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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. .

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Prepare and oversee statutory reporting for subsidiaries.

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Serve as a key point of contact for external auditors, legal counsel, regulators, and internal stakeholders on financial reporting matters.

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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.

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Lead the preparation of executive-level financial reporting packages, board support materials, earnings support, and other management reporting deliverables.

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Drive process improvement, standardization, and automation initiatives across financial reporting processes to increase reporting accuracy, efficiency, scalability, and governance.

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Promote best practices for reporting documentation, review procedures, data integrity, and cross-functional collaboration.

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Lead, mentor, and develop financial reporting professionals, establishing clear priorities, performance expectations, and professional development plans.

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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:

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Bachelor’s degree in Accounting, Finance, or related field required; Master’s degree preferred.

- CPA or equivalent required.

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10+ years of progressive accounting and financial reporting experience.

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Minimum 3-5 years of leadership experience managing accounting or financial reporting teams.

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Public company and SEC reporting experience required.

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Mortgage banking, financial services, banking, or specialty finance industry experience strongly preferred.

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Big 4 public accounting experience preferred.

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Advanced knowledge of U.S. GAAP and SEC reporting requirements and demonstrated ability to research and resolve complex accounting matters.

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Excellent written and verbal communication skills, including the ability to prepare financial statement disclosures and present complex information clearly and concisely to senior leaders.

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Strong analytical, organizational, and project management skills, with the ability to manage multiple priorities in a fast-paced, deadline-driven environment.

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Proficient in Microsoft Office applications; experience with Oracle, Workiva Wdesk, SEC reporting software, o