About the role

The Director, Financial Reporting & Compliance will play a critical leadership role within the Accounting & Finance organization, serving as the primary owner of investor and regulatory reporting activities. In this role, you will partner closely with senior leaders across Finance, Legal, Compliance, and Operations to ensure accurate, timely, and compliant financial reporting while supporting the company's continued growth.

You will leverage your expertise in U.S. GAAP and the financial services or lending industry to oversee reporting obligations, strengthen internal controls, and drive process improvements that enhance efficiency and scalability. Success in this role requires a strategic mindset, strong technical accounting expertise, and the ability to build trusted cross-functional relationships while identifying opportunities to elevate the performance of the Accounting & Finance function.

Key Responsibilities

• Responsible for certain aspects of the organization's regulatory reporting requirements such as state-level financial statements and other various financial related disclosures and information

• Responsible for various investor-related reporting requirements such as servicer's certificates, borrowing base calculations, funding and liquidity requirements and/or forecasting

• Act as a key liaison with external tax preparers, providing support for annual and quarterly tax filings

• Collaborate with others on Accounting & Finance team with respect to managing various ongoing projects which will help to improve data techniques and tools for reporting and analysis

• Develop and implement policies and controls to ensure accuracy of reporting

• Identify and implement best practices to streamline financial reporting processes, including enhancing NetSuite's reporting capabilities

• Partner with key stakeholders, including Finance, Vendor Management, Legal, and Executive Leadership to ensure compliance with regulatory and investor requirements

• Maintain up-to-date knowledge of changes in financial regulations, accounting standards, and reporting requirements

• Assist with implementing new processes and controls as organization and function grows and expands business opportunities

• Adhere to Company policies and procedures, including but not limited to Compliance (UDAAP, BSA/AML, etc.), Information Technology, employee handbook, etc.

• Perform other duties or as assigned

Skills, Knowledge, and Expertise

• 8+ years of progressive accounting, financial reporting, and compliance experience within the financial services, lending, banking, or fintech industry.

• Experience managing regulatory and investor reporting requirement.
• Bachelor's degree in Accounting required.

• Active CPA license preferred.

• MBA or Master's degree in Accounting, Finance, or a related field is a plus.

• Strong knowledge of U.S. GAAP, financial reporting requirements, accounting principles, and internal controls.

• Experience with ERP systems; Oracle NetSuite preferred.

• Advanced data analysis and Microsoft Excel skills.

• Strong analytical and problem-solving skills with a proactive, ownership mindset.

• Exceptional organizational, prioritization, and project management abilities.

• Ability to build trusted partnerships and collaborate effectively across all levels of the organization.

• Strong written and verbal communication skills, including the ability to present complex financial information to diverse audiences.

• Continuous improvement mindset with a focus on innovation, process optimization, and operational excellence.

• Detail-oriented with a commitment to accuracy and quality.

Location

This position is fully remote, allowing you to work from anywhere that suits you best! While you'll primarily work from home, you are always welcome to visit our office in Irving, TX, whenever you choose. We encourage our remote team members to stay connected through regular virtual meetings and team events. All team members must reside in one of our approved locations by their start date, ensuring you remain part of our collaborative community.

Compensation

For this role our salary range is $135,000 to $145,000 per year, depending on relevant experience. This role will also be eligible to receive a variable annual bonus based on both company and individual performance.

Benefits That Support Your Success

• Stay Healthy & Happy: Comprehensive medical, dental, and vision coverage, contributions to a Health Savings Account (HSA), and access to an Employee Assistance Program (EAP) to support your mental health and overall well-being.

• Secure Your Future: Plan ahead with our 401(k) program, featuring a Safe Harbor Match (100% of the first 3% and 50% of the next 2%).

• Time That Works for You: Recharge with accrued time off, company holidays, sick time, and 3 floating holidays-perfect for celebrating your birthday, your dog's birthday, or just a random Tuesday!

• Support for Growing Families: Our 12-week Paid Parental Leave ensures you have the time and support to focus on your family during life's biggest moments.

• Competitive Rewards: Market-driven salary and bonus opportunities ensure your hard work is recognized and rewarded.

• Tools for Success: Stay connected and productive with a robust tech package designed to help you deliver your best every day.