Original listing text, shown exactly as published by the company.
Key Responsibilities
Financial Reporting & GAAP Compliance
- Own the preparation of accurate, timely GAAP financial statements (income statement, balance sheet, cash flow statement)
- Ensure proper accounting treatment for loan originations, interest income, deferred fees, credit losses (CECL), and warehouse facility borrowings
- Maintain and enforce accounting policies in accordance with US GAAP
- Coordinate with the FP&A team to align management reporting with GAAP financials
Monthly Financial Close
- Manage and execute the full monthly close process, including journal entries, account reconciliations, and flux analysis
- Drive continuous improvement of close timelines and accuracy
- Maintain a close calendar and ensure all deadlines are consistently met
Audit Management
- Serve as the primary point of contact for external auditors
- Lead annual audit preparation, including PBC schedules, workpaper documentation, and auditor communications
- Ensure the company is audit-ready at all times, not just at year-end
Tax
- Manage federal, state, and local tax compliance, including preparation and filing coordination with external tax advisors
- Oversee sales tax and any applicable excise or regulatory tax obligations
- Support tax planning and structuring as the business scales
Internal Controls & Compliance
- Design and maintain a strong internal controls environment
- Ensure compliance with lender reporting requirements and debt covenant calculations
- Support any regulatory or licensing requirements related to the lending business
Systems & Process
- Own the accounting tech stack (GL, expense management) and drive adoption of scalable tools
- Partner with engineering and operations to ensure proper revenue and transaction data flows into the GL
- Build and document accounting processes and policies as the company grows
Qualifications
- Bachelor's degree in Accounting or Finance; CPA a plus
- 8–12 years of progressive accounting experience, including time in public accounting
- Experience in fintech, specialty finance, lending, or financial services — familiarity with loan accounting (ASC 310, CECL/ASC 326) is strongly preferred
- Proven experience managing a full monthly close and leading an external audit
- Solid understanding of US GAAP, including revenue recognition, debt accounting, and lease accounting
- Experience with tax compliance coordination (federal, state, local)
- Hands-on with accounting systems (QuickBooks, NetSuite, or similar); comfortable working in a lean, build-it-yourself environment
- High attention to detail, strong organizational skills, and the ability to manage multiple priorities under deadline
- Strong communicator — able to present financial results clearly to non-finance stakeholders and the board
