Drive the month end close process for NEO Home Loans, our distributed retail segment, by taking ownership and managing NEO’s P&L
Work with and support NEO business partners by analyzing and communicating results for management reporting
Create and review journal entries in the GL along with preparing and reviewing supporting schedules
Ensure proper GL, cost center, and loan-level allocations including revenue, third party fees and commissions
Implement accounting processes for new NEO products, offerings, or initiatives
Identify areas for improvement and drive process improvements
Collaborate with US and India accounting and finance team members to provide useful and necessary financial information
Oversee NEO vendor expense approval and reconciliation
Work with our external auditors to ensure the timely completion of reviews and audits
This role will start as an individual contributor with the opportunity to build a team as NEO continues to grow

Requirements

Degree in accounting, business or finance
6+ years of experience in accounting
At least 1 year of management experience
CPA license preferred or CPA eligible
Experience working with NetSuite
Mortgage or financial services industry experience preferred
Adaptable to multiple and frequent changes in business environment
Proven expertise with Excel (combining large data sets, sumifs, index/match, vlookups, etc); familiarity with SQL a plus
Proven ability to handle multiple projects simultaneously, without losing attention to detail
Proactively review processes for improvement opportunities
Excellent verbal and written communication skills

Benefits

Day One Coverage – Your benefits begin on your first day, so you’re supported from the start
Nationwide Medical, Dental & Vision Coverage – Comprehensive plans that travel with you, wherever you are
Mental Health Support When You Need It – Immediate access to virtual therapy with licensed providers for you and your eligible dependents (ages 6+), with your first few visits covered at no cost!
Health Savings Account (HSA) – Includes an employer contribution to help you plan for healthcare expenses
Employer-Funded Dependent Care FSA – Support for childcare and/or dependent care costs
Disability & Life Insurance – Provided at no additional cost to give you added peace of mind
Flexible PTO – Time off when you need it, so you can recharge and focus on what matters most
Extra Perks & Discounts – Including pet insurance, savings programs, and more to support life beyond work

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

accountingfinancial reportingjournal entriesGL allocationsprocess improvementExcelSQLP&L managementvendor expense reconciliationauditing

Soft Skills

communicationadaptabilityattention to detailproject managementcollaborationleadershipanalytical thinkingproblem-solvingtime managementinitiative

Certifications

CPA licenseCPA eligible