Director of Financial Reporting – Compliance

This is a fully remote position, open to applicants in Texas.

📋 Description

• Take charge of investor and regulatory reporting functions

• Prepare financial statements and other disclosures at the state level

• Oversee investor-related reporting, which includes servicer's certificates, borrowing base calculations, funding and liquidity requirements, and forecasting

• Coordinate with external tax preparers and assist with annual and quarterly tax submissions

• Collaborate on Accounting & Finance initiatives to enhance data techniques and reporting and analysis tools

• Create and enforce policies and controls to guarantee the precision of reporting

• Discover and adopt best practices to refine financial reporting, including enhancing the reporting features of NetSuite

• Work alongside Finance, Vendor Management, Legal, and Executive Leadership to ensure compliance with regulatory and investor standards

• Keep up-to-date with financial regulations, accounting standards, and reporting obligations

• Establish new processes and controls as the organization expands

• Comply with company policies and procedures, including Compliance, UDAAP, and BSA/AML guidelines

• Execute other assigned tasks

⛳️ Requirements

• Over 8 years of progressive experience in accounting, financial reporting, and compliance within the financial services, lending, banking, or fintech sectors

• Proven experience in managing regulatory and investor reporting obligations

• A Bachelor's degree in Accounting is mandatory

• An active CPA license is preferred

• An MBA or a Master's degree in Accounting, Finance, or a related discipline is advantageous

• In-depth understanding of U.S. GAAP, financial reporting standards, accounting principles, and internal controls

• Familiarity with ERP systems; Oracle NetSuite experience is preferred

• Advanced skills in data analysis and Microsoft Excel

• Strong analytical and problem-solving capabilities

• Excellent organizational, prioritization, and project management skills

• Ability to cultivate trusted partnerships and collaborate effectively across all organizational levels

• Strong written and verbal communication abilities, including the capacity to present complex financial data to varied audiences

• A mindset focused on continuous improvement, innovation, process optimization, and operational excellence

• Detail-oriented with a dedication to accuracy and quality

• Must live in one of the company's designated locations by the start date

🏝️ Benefits

• Comprehensive medical, dental, and vision insurance coverage

• Contributions to Health Savings Account (HSA)

• Employee Assistance Program (EAP)

• 401(k) plan with Safe Harbor Match (100% of the first 3% and 50% of the next 2%)

• Accrued paid time off

• Company-recognized holidays

• Sick leave

• 3 floating holidays

• 12-week Paid Parental Leave

• Bonus opportunities

• Comprehensive tech package