The Team Architects · 2 months ago
Mortgage Banking CFO
Anaheim, California, United States
Full-time
Onsite
Director/ExecutiveAmerican Heritage Lending is a trusted partner in private lending solutions, and they are seeking a Chief Financial Officer (CFO) to lead their financial operations and drive strategic growth. The CFO will be responsible for shaping financial strategy, overseeing accounting and finance teams, and advising senior leadership on business decisions.
Staffing & Recruiting
Responsibilities
Align financial strategy with company goals and long-term growth vision
Lead modeling for growth scenarios, capital needs, and potential M&A activity
Translate the company’s mission into measurable, financial outcomes
Oversee budgeting, forecasting, variance analysis, and KPI development
Conduct scenario modeling, sensitivity testing, and unit economics analysis
Drive performance dashboards and financial visibility across the business
Ensure accurate GAAP/IFRS financial statements and regulatory compliance
Oversee audits, internal controls, and risk management processes
Strengthen financial discipline, accuracy, and operational rigor
Manage liquidity, cash flow, and working capital optimization
Oversee debt facilities, banking relationships, and capital structure
Support capital raises, investor relations, and board-level communication
Enhance ERP systems, BI dashboards, and financial automation tools
Improve process efficiency, procurement, cost optimization, and pricing strategy
Lead digital transformation initiatives within the Finance organization
Identify and mitigate financial, operational, and market risks
Oversee insurance strategy, regulatory compliance, and sound governance
Maintain ethical standards and foster a culture of transparency
Partner with CEO, COO, and department heads to support growth initiatives
Present complex financial insights to non-financial stakeholders
Build credibility with investors, lenders, auditors, and external partners
Qualification
Required
Experience in NonQM lending
Experience in high-growth environments
Experience in scaling organizations from small to large
Strong strategic vision
Operational discipline
Next-generation financial leadership
Ability to align financial strategy with company goals
Experience in budgeting, forecasting, variance analysis, and KPI development
Knowledge of GAAP/IFRS financial statements and regulatory compliance
Experience overseeing audits, internal controls, and risk management processes
Ability to manage liquidity, cash flow, and working capital optimization
Experience with debt facilities, banking relationships, and capital structure
Experience in enhancing ERP systems, BI dashboards, and financial automation tools
Ability to identify and mitigate financial, operational, and market risks
Experience in presenting complex financial insights to non-financial stakeholders
Company
The Team Architects
Team Architects Puts You In The Driver's Seat For Finding, Hiring & Training The Most Talented People In Your Industry.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase