Phaxis ยท 1 day ago
Assistant Controller
Charlotte, NC
Full-time
Hybrid
Senior Level
5+ years expPhaxis is a mortgage company seeking an Assistant Controller to support financial reporting, treasury, funding, and loan-level accounting. This role involves ensuring accurate GAAP reporting and managing accounting staff while partnering across various departments.
DeliveryHuman ResourcesStaffing Agency
Responsibilities
Lead components of monthly, quarterly, and annual close, including journal entries, reconciliations, and income statement analysis
Oversee loan-level accounting from funding through sale, including gain-on-sale, fees, reserves, premiums/discounts, and servicing assets/liabilities
Partner with Capital Markets on loan sale settlements, pricing impacts, and investor cash application
Manage warehouse line activity, including fundings, paydowns, interest/fee posting, covenant reporting, and liquidity analysis
Prepare and present internal financial reporting to senior leadership
Supervise and mentor accounting staff; ensure accuracy, timeliness, and adherence to controls
Support internal/external audits and strengthen accounting and treasury controls
Drive process improvements and system enhancements across LOS, servicing platforms, and GL systems
Qualification
Required
Bachelor's degree in Accounting or Finance
5+ years of accounting experience in mortgage lending or financial services
Advanced Excel skills
Strong PowerPoint and financial reporting capabilities
Strong knowledge of loan accounting, warehouse lending, and treasury operations
Preferred
CPA or CPA-eligible strongly preferred
Prior experience leading or managing staff is preferred
Company
Phaxis
Phaxis is one of the nation's leading recruiting and consulting firms.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Seth Friedland
CEO
E
Erik DiGiacomo
President
Company data provided by crunchbase