Controller

Nexera, LLC

Controller leading accounting operations, financial reporting, and internal controls for a growing mortgage lending platform. Supporting executive leadership in strategic financial management and scalability.

Posted 7/3/2026full-timeRemote • 🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

Oversee daily accounting operations, including general ledger, reconciliations, accounts payable, accounts receivable, financial reporting, and month-end close.
Lead month-end, quarter-end, and year-end close processes to ensure accurate and timely financial reporting.
Prepare and review financial statements, balance sheets, income statements, cash flow reporting, executive reporting packages, and supporting schedules.
Maintain financial integrity within the general ledger and ensure accounting records, transactions, and reconciliations are accurate and properly documented.
Identify opportunities to improve close timelines, reporting processes, system workflows, reconciliations, and overall accounting efficiency.
Manage mortgage-specific accounting activity, including loan funding, loan sales, gain-on-sale accounting, warehouse line activity, investor proceeds, servicing-related items, and related reconciliations.
Oversee warehouse line reconciliations, including funding activity, paydowns, fees, interest, outstanding balances, and investor settlements.
Partner with Capital Markets, Secondary Marketing, Treasury, Operations, and Executive Leadership to ensure accurate reporting and alignment across loan sale, funding, and investor activity.
Support cash management, liquidity planning, and daily funding requirements in partnership with senior leadership.
Develop, improve, and maintain accounting policies, procedures, internal controls, and documentation to support compliance, audit readiness, investor requirements, and scalable growth.
Serve as a key point of contact for external audits, internal audits, investor reviews, warehouse lender requirements, regulatory exams, and other financial reporting requests.
Ensure accounting processes and reporting standards are aligned with GAAP, company policies, investor expectations, and applicable mortgage banking requirements.
Strengthen internal controls and help build scalable accounting workflows that support future growth, expanded product offerings, and increased loan volume.
Review and analyze financial statements from prospective partners Newfi may purchase loans from to support partner due diligence, risk assessment, and overall business decision-making.
Partner with Executive Leadership, FP&A, Treasury, Capital Markets, Secondary Marketing, Operations, Compliance, Risk, and Sales to support budgeting, forecasting, variance analysis, expense management, production reporting, profitability analysis, and operational KPIs.
Provide meaningful financial analysis to leadership, including cost-saving opportunities, revenue growth drivers, margin trends, production performance, expense controls, and profitability insights.
Assist in developing financial dashboards, reporting tools, and executive-level reporting packages that provide greater visibility into company performance.
Support strategic planning, operational finance, and business initiatives that help drive financial discipline and long-term growth.
Lead, coach, and develop accounting team members while promoting accuracy, accountability, collaboration, and continuous improvement.
Partner cross-functionally with finance and non-finance leaders to improve communication, reporting accuracy, and operational alignment.
Take on broader finance leadership responsibilities over time, including increased involvement in forecasting, strategic planning, operational finance, executive reporting, and CFO-level business partnership.
Serve as a trusted finance partner to Newfi’s leadership team by bringing strong accounting discipline, analytical insight, and a growth-oriented mindset.

Requirements

What you’ll need

7+ years of progressive accounting or finance experience, preferably within mortgage banking, wholesale lending, correspondent lending, Non-QM, financial services, or a closely related industry.
Bachelor’s degree in Accounting, Finance, Business Administration, or related field required.
Prior experience as a Controller, Assistant Controller, Accounting Manager, Director of Accounting, VP Controller, or similar accounting/finance leadership role preferred.
Strong understanding of mortgage banking accounting, including loan funding, loan sales, warehouse lines, gain-on-sale, investor settlements, reconciliations, and financial reporting.
Experience with financial statement preparation, month-end close, audit support, internal controls, accounting memos, policies, and procedures.
Strong knowledge of GAAP and financial reporting requirements.
Experience partnering with FP&A, Treasury, Capital Markets, Secondary Marketing, Operations, Compliance, Risk, Sales, and Executive Leadership.
Strong analytical skills with experience in variance analysis, budgeting, forecasting, expense management, profitability reporting, operational KPIs, and executive reporting.
Experience working with auditors, warehouse lenders, investors, tax advisors, and third-party partners.
Strong Excel and financial systems skills.
Demonstrated ability to improve processes, shorten close timelines, strengthen controls, and build scalable accounting workflows.
Strong written and verbal communication skills with the ability to clearly present financial information to both finance and non-finance stakeholders.
Leadership experience with the ability to develop, mentor, and motivate accounting or finance team members.

Benefits

Comp & perks

Competitive compensation package
Performance-based incentive opportunities
401(k) matching program
Medical, dental, and vision coverage
Leadership visibility and career growth opportunities
Flexible remote work environment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

General Ledger ManagementMonth-End CloseFinancial ReportingReconciliationsBudgetingForecastingExpense ManagementProfitability ReportingInternal ControlsAccounting Policies

Soft Skills

Analytical SkillsWritten CommunicationVerbal CommunicationTeam DevelopmentCollaboration