Senior Controller - Mortgage Servicing

Trisian-Global Consulting LLC; Tampa (FL); On-site; USD 140,000 - 230,000; Full time

Job summary

Trisian-Global Consulting LLC is seeking an experienced Senior Controller to lead the mortgage servicing operations. The role oversees financial reporting, budgeting, and compliance across entities, acting as the main liaison with audit firms.

The position requires deep mortgage servicing expertise, strong leadership, and proactive process improvement and risk management. Responsibilities include collaborating with valuation firms for MSR assessments, managing cash flow, preparing intercompany

Qualifications

• Bachelor's degree in accounting, finance or related field.
• CPA or equivalent certification preferred.
• 15+ years in accounting with senior-level experience.
• 10+ years in mortgage servicing accounting and controller roles.
• Experience managing people and leading teams.
• Strong reporting, data summarization, and executive communication.
• Deep knowledge of U.S. GAAP, investor reporting, MSR valuation, audits, and regulatory compliance.
• Understanding of enterprise systems, cash flow, cost structure, and FP&A processes.
• Proficiency with mortgage servicing platforms and ERP systems such as SAP or Oracle.
• Advanced skills in Microsoft Excel, Word, and Outlook.

Responsibilities

• Lead mortgage servicing financial reporting, budgeting, and compliance.
• Serve as liaison with external audit firms and regulators.
• Identify opportunities for process optimization and risk management.
• Oversee cash flow, balance sheet reconciliations, and intercompany controls.
• Direct internal reporting, payroll, debt reporting, and covenant compliance.
• Guide policy development, control enhancements, and documentation.
• Review contracts to ensure proper asset recognition.

Skills

Accounting experience

Mortgage servicing

People management

GAAP knowledge

ERP systems

Audit liaison

Advanced Excel

Communication skills

Education

Bachelor's in Accounting

CPA certification

Tools

SAP

Oracle ERP

MS Excel

Job description

We are seeking an experienced Senior Controller to lead the mortgage servicing operations. The ideal candidate will be responsible for overseeing financial reporting, budgeting, and compliance within the mortgage servicing division across all entities. The Senior Controller serves as the primary liaison with external financial audit firms and is accountable for identifying and implementing opportunities for process optimization. This position requires deep expertise in mortgage servicing finance or financial services segments, strong leadership, deep management skills, and a proactive approach to process improvement and risk management.

Key responsibilities include:

• Collaborates with third-party valuation firms to assess mortgage servicing rights, ensure compliance with relevant accounting standards, and support the budgeting and forecasting processes.
• Oversight for cash flow management, responsibility for maintaining balance sheet reconciliations, and ensuring intercompany accounts are balanced, bank accounts are reconciled, and appropriate controls are in place to deter fraud.
• Manage internal reporting, disbursement reviews, payroll, debt reporting, lender covenant compliance, and coordination of multiple audits.
• Document management's position on current and emerging accounting treatments under United States generally accepted accounting principles (U.S. GAAP or GAAP) that do or would impact the business entities.
• Leads efforts to enhance key accounting processes and controls, update procedures and act as the finance executive liaison with auditors and regulators.
• Support the development and growth of the accounting team by providing guidance and working collaboratively to develop, enhance, and document policies and procedures.
• Responsible for reviewing contracts to accurately determine asset ownership and ensure proper financial recognition.

Qualifications include:

• Bachelor's Degree in Accounting, Finance, or related field
• CPA, or equivalent professional certification
• 15+ years' progressive experience in accounting
• 10+ years' experience in a senior accounting role within mortgage servicing for financial services segments, including Controller-level experience
• Previous experience managing people and leading teams
• Strong financial reporting, summarization, and communication skills, with demonstrated ability to present complex financial data to executive stakeholders
• Strong knowledge of U.S. GAAP, investor reporting requirements (e.g., Fannie Mae, Freddie Mac, Ginnie Mae), and MSR valuation, with experience in financial audits, internal controls, and regulatory compliance
• Deep understanding of enterprise accounting systems, cash flow operations, cost structures, and financial resource planning
• Advanced proficiency in accounting software systems, with exceptional organizational and recordkeeping capabilities
• Experience with mortgage servicing platforms and ERP systems (e.g., SAP, Oracle, or similar)
• Advanced skills in Microsoft Excel, Word, and Outlook
• Strong verbal and written communication skills with the ability to develop and maintain effective relationships across the organization to influence and drive required results
• Effective management skills to include talent selection, training, coaching, mentorship, and performance management
• Strength of leadership with proven ability to foster an environment of positive employee engagement and trust
• Self-directed; ability to proactively surface questions, opportunities, issues, and concernsProfessional maturity, integrity, and the ability to maintain confidential data and information
• Strong business acumen; strong fiscal and technical aptitude