Job Abstract

Summary:

The Vice President of Finance is responsible for the overall financial planning, reporting, accounting, and analysis of the organization. Will collaborate with other senior executives to drive the company’s strategic growth objectives, optimize financial performance, and maintain financial stability.

Essential Job Duties and Responsibilities include:

• Develop and implement financial plans that align with the company’s vision and strategic goals.

• Drive financial analysis and reporting to support business decisions, identify key performance indicators, and monitor financial performance.

  • Collaborate with business unit mgmt. to improve the overall financial reporting processes.

• Continually assess and improve internal controls and processes to mitigate financial risk.

• Oversee the organization’s budgeting and forecasting processes, ensuring accuracy, completeness, and timeliness of financial reports.

  • Lead external forecasting process, including compilation of scorecard forecast and inputting into standard GAAP format and review with executive management.

  • Lead warehouse reporting process, including preparation of monthly compliance certificates and coordination with banking partners.

  • Coordinate quarterly investor reporting and lead review meetings.

    • Preparation of Investor Presentation.

    • Tie out of financial statements and MD&A.

• Lead rating agency presentations/meetings. Oversee the coordination of support materials to be presented.

• Ensure compliance with all relevant financial regulations, standards, and policies, including GAAP and provide guidance on complex accounting issues.

• Manage and lead a high-performing finance team, providing guidance and support to ensure effective collaboration and development.

• Maintain regular and punctual attendance. Comply with all company policies and procedures.

Other Related Duties:

Performs other related duties as assigned.

Supervisory Responsibilities:

Manages staff and carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.

• Exceptional communication and collaboration skills, with the ability to work closely with cross-functional teams, including executive leadership, investors, auditors, and legal counsel.

• Strong analytical and problem-solving skills, with the ability to synthesize complex financial data into actionable insights.

• Strong project management skills, with the ability to prioritize tasks and meet deadlines in a fast-paced environment where priorities change quickly and demands are high.

• Ability to analyze quantitative and qualitative information and translate into strategic deliverables.

• Advanced Excel skills (financial analyses/modeling).

• Proficiency in financial software (e.g., Quickbooks, SAP, Oracle) and MS Office (Word and PowerPoint).

• Self-motivated.

• Comfortable executing with limited direction and shifting priorities.

• Strong attention to detail.

Education and/or Experience:

• Bachelor’s degree in finance or accounting with demonstrated academic achievement. MBA or advanced Finance degree a plus.

• 10-15 years progressive experience in finance, accounting, and business management (Big-4, Investment Banking, Consulting) with heavy emphasis on financial planning and analysis.

• Demonstrated experience in financial leadership, strategy development, and implementation.

• Prior Mortgage/Correspondent Lending experience a plus but not required.

Language Skills:

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Mathematical Skills:

Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages.

Reasoning Ability:

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Personal/Organizational Contacts:

Regular and substantial contact with others. Contacts usually involve discussions related to policies and programs. Handles sensitive, complex, and/or confidential information.

Customer Service Relationships:

Requires normal courteous interaction and basic interpersonal skills and tact to communicate with others. Forwards non-routine inquiries or requests to appropriate individual and/or department.

Work Complexity:

Tasks are multiple and diverse with some interrelationship across processes. Work requires the direct application of a variety of procedures, policies and/or precedents.

Independent Judgement/Problem Solving:

Develops objectives and general policies and procedures for a specific program or functional area of responsibility within general scope of established operational goals and plans. Day-to-day work and decisions do not require direction or review by immediate supervisor. End results are reviewed by supervisor. Strategic issues are referred to supervisor.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  While performing the duties of this job, the employee is frequently required to sit and talk or hear.  The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms.  The employee must occasionally lift and/or move up to 25 pounds.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

Employer’s Rights:

This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks and functions listed in this job description. The employer has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

Equal Employment Opportunity:  

Freedom Mortgage is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.  

Americans with Disabilities Act:  

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law. 

Job Responsibilities:  

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. Freedom Mortgage Corporation may change the specific job duties with or without prior notice based on the needs of the organization.