HomeXpress Mortgage Corp · 1 day ago
Assistant Controller
Santa Ana, CA
Full-time
Onsite
Mid, Senior Level
2+ years expHomeXpress Mortgage Corp is seeking an Assistant Controller to oversee the company's accounting and financial reporting functions. The role includes managing investor reporting, ensuring compliance with GAAP, and assisting with audit readiness and tax compliance.
FinanceFinancial Services
Responsibilities
Manage and own the full investor reporting process, including a review of servicer invoices for accuracy, performing the allocation of principal and interest payments between HomeXpress and investors, booking this activity into the general ledger, and reporting and facilitating payments to the investors
Complete assigned monthly close items by stated deadlines, including journal entries, financial analysis, and account reconciliations
Ensure all financial transactions are accurately recorded, properly documented with sufficient documentation, reconciled, and reported in accordance with GAAP and internal control requirements
Validation that all assigned general ledger accounts are properly reconciled with documentation to support account balances
Ensure internal controls are designed, implemented, documented, and periodically updated to comply with company policies, GAAP, and regulatory requirements; perform ongoing monitoring and remediation to maintain an effective control environment
Assist the Controller and SVP, Finance in the monthly management accounting process, which includes a monthly variance analysis that is presented to company executives, a quarterly board package presented to the board of directors, and other ad-hoc analysis and support
Assist the Controller in developing the timely and accurate monthly financial reporting, which includes balance sheets, income statements, cash flows, and regulatory and tax reporting
Assist with the annual audit readiness and execution, including preparation of supporting schedules and reports
Works with the internal and external stakeholders to ensure clean audits
Assist our external advisors in the preparation and filing of tax returns, including income tax, sales tax, and other applicable taxes
Oversee and complete various state-level tax filings as required
Assisting in company-wide and accounting-specific special projects and any other tasks as assigned including continuous accounting simplification and standardization
Promotes and supports a teamwork culture and environment
Responsible for assigned backup tasks in case another team member is unavailable
Performs other duties as assigned or determined appropriate
Qualification
Required
Two (2) or more years of experience in an Accounting Manager or Assistant Controller role
A bachelor's degree in accounting or finance is required
Strong knowledge of U.S. GAAP accounting principles and internal controls
Proven ability to exercise sound judgment and problem-solving skills in dynamic reporting environments
A focus on the big picture which is providing accurate, relevant, and timely management numbers
Ability to use Excel for complex financial analysis, including pivot tables and VLOOKUP
Strong problem-solving skills to address financial discrepancies and operational issues
Strong verbal and written communication skills to convey financial information clearly and effectively
Self-Starter with positive 'Can-Do' attitude
An open-minded individual that embraces change and innovation
High ethical standards and integrity in handling financial information
A proactive individual who does not miss stated deadlines
This position requires overtime based on deadline and job requirements
Able to multitask, prioritize and manage time efficiently and consistently with the overarching goals of HomeXpress and the accounting and finance team
Demonstrated ability to incorporate feedback and continuously improve work quality
Be aware of all assignments, including nonrecurring ones, and their respective due dates
Preferred
CPA or CMA license preferred
Experience with the COSO internal control framework is a plus
Industry experience with mortgage origination or with mortgage brokers and with loan-level accounting is a plus
Company
HomeXpress Mortgage Corp
HomeXpress Mortgage Corp is a fast growing, service-oriented wholesale lender in the Non-QM mortgage market.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2025-06-11Acquired
Leadership Team
K
Kyle Walker
President/CEO
Recent News
Business Wire
2025-03-27
2023-12-25
Company data provided by crunchbase