Sr. Controller

Upcoresolutions; Dallas (TX); On-site; USD 140,000 - 210,000; Full time

Job summary

Upcoresolutions seeks a Senior Controller to lead accounting, payroll, and accounts payable for the enterprise, ensuring timely month-end close and accurate reporting. The role serves as the primary liaison with external audits and drives process optimization within mortgage servicing finance.

The ideal candidate will have CPA certification, 15+ years of accounting progression, and deep U.S. GAAP knowledge, with demonstrated leadership and cross-functional collaboration skills to support

Qualifications

• Bachelor's degree in accounting/finance or related field.

Responsibilities

• Lead accounting, payroll, and accounts payable functions including month-end close.
• Oversee cash flow, balance sheet reconciliations, intercompany balances, and controls to deter fraud.
• Coordinate audits, liaise with external auditors and regulators.
• Document management's position on GAAP treatments and MSR valuation.
• Develop and improve accounting policies and procedures with the finance team.
• Review contracts to determine asset ownership and proper financial recognition.

Skills

Leadership

Financial reporting

U.S. GAAP knowledge

Auditing & controls

Mortgage servicing finance

Executive stakeholder communication

Process improvement

Risk management

Team management

Analytical mindset

Education

Bachelor's Degree in Accounting/Finance

CPA or equivalent certification

Tools

SAP

Oracle

Job description

This position is responsible for leading the accounting, payroll, and accounts payable functions for the enterprise, ensuring timely month-end close processes and accurate financial reporting. 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.

The Senior Controller collaborates with third-party valuation firms to assess mortgage servicing rights, ensure compliance with relevant accounting standards, and support the budgeting and forecasting processes. The scope of responsibilities includes 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. This role manages internal reporting, disbursement reviews, payroll, debt reporting, lender covenant compliance, and coordination of multiple audits. Further, the role will be responsible for documenting management's position on current and emerging accounting treatments under United States generally accepted accounting principles (U.S. GAAP or GAAP).

Additionally, this position leads efforts to enhance key accounting processes and controls, update procedures and act as the finance executive liaison with auditors and regulators. This role supports the development and growth of the accounting team by providing guidance and working collaboratively to develop, enhance, and document policies and procedures. This position is 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
• Strong interpersonal 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
• Demonstrated ability to quickly establish credibility, coupled with recognizing and supporting the organization's culture, values, and priorities
• Collaborative and consultative work style
• Able to manage and lead change; agile; high learning agility
• Client-focused with strong execution skills and results orientation; able to link to business needs with tactical execution and results
• Strong analytical skills coupled with sound judgement; strong problem-solving abilities
• Ability to analyze and interpret data to identify opportunities and propose solutions
• Strong project management skills with the ability to effectively lead matrix teams
• Strong attention to detail; strong quality and compliance orientation
• Ability to effectively prioritize under tight deadlines in a fast-paced, dynamic environment; effective time management for self and team
• Self-directed; ability to proactively surface questions, opportunities, issues, and concerns
• Professional maturity, integrity, and the ability to maintain confidential data and information
• Strong business acumen; strong fiscal and technical aptitude