W3Global ยท 1 week ago
Chief Financial Officer (Mortgage/lending/loan)
San Jose, CA
Full-time
Onsite
Director/Executive
10+ years expW3Global is seeking an experienced Chief Financial Officer (CFO) to lead their financial strategy and drive sustainable growth in their expanding mortgage operations. The CFO will oversee financial planning, manage compliance, and collaborate with executive leadership to enhance the company's financial performance.
ConsultingRecruitingStaffing Agency
Responsibilities
Lead Financial Strategy: Oversee financial planning, analysis, and reporting to ensure profitability, growth, and long-term sustainability
Operational Excellence: Manage accounting, treasury, and regulatory compliance in accordance with GAAP and mortgage industry standards
Risk & Compliance: Lead audits, implement robust financial controls, and strengthen risk management programs
Capital Optimization: Oversee cash flow, warehouse lines, and capital structure to support lending operations
Budgeting & Forecasting: Drive forecasting, budgeting, and performance analysis to guide operational efficiency and profitability
Systems & Automation: Enhance financial systems, automation, and reporting processes for greater accuracy and speed
Team Leadership: Build, mentor, and scale a high-performing finance and accounting team
Strategic Partnership: Collaborate closely with the CEO and executive leadership on company-wide strategy and long-term financial planning
Qualification
Required
10+ years of progressive finance or accounting experience; at least 5 years in a senior leadership role
Deep understanding of mortgage lending, secondary markets, and regulatory compliance
Strong command of GAAP, financial reporting, and regulatory oversight
Proven success in risk management, capital management, and audit readiness
Exceptional leadership, analytical, and communication skills
Preferred
CPA and/or MBA strongly preferred
Benefits
Performance-Based Bonus opportunities
Restricted Stock Units (RSU) options for long-term incentive and ownership alignment
Comprehensive Benefits Package, including:
Medical, dental, and vision insurance
401(k) plan
Paid time off and holidays
Collaborative, growth-oriented culture with a trusted, nationally recognized mortgage leader
Company
W3Global
W3Global is a leading provider of end-to-end consulting services, empowering businesses to achieve their strategic goals and optimize their operations.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Sridhar Venkatesan
CEO
Company data provided by crunchbase