Hire CFO
Fractional CFO – Mortgage Industry (US | Remote with initial high engagement)
Location:
California, United States (Remote, with intensive onboarding phase)
Engagement:
Fractional / Part‑time (Initial 2-3 days per week, tapering over time)
Industry:
Mortgage / Mortgage Broking / Lending
Systems:
LoanVision experience
strongly preferred
Day rate:
$1,100
Opportunity:
Our client is a fast‑growing, nationwide mortgage business operating across multiple states with
~1,000 loan officers
and significant transaction volume. The business is profitable, scaling rapidly, and now requires experienced CFO‑level leadership to bring structure, visibility, and financial discipline to the organisation.
This is not a back‑office accounting role. This is a
hands‑on CFO mandate
to help professionalise finance, improve transparency for stakeholders, and support the next phase of growth.
The Challenge
Limited visibility into
monthly and quarterly financial performance
Decision‑making still driven too heavily by instinct rather than data
Complex payroll, expenses, and branch‑level reporting across a large loan officer base
Existing finance team needs leadership, structure, and up‑skilling
Loan officers need clearer, more transparent financial reporting
What You’ll Be Responsible For
Take ownership of
end‑to‑end financial leadership
on a fractional basis
Clean up, structure, and optimise accounting processes across the business
Implement robust
monthly and quarterly P&L reporting , including branch and loan‑officer level views
Improve cash flow visibility, expense control, and payroll management
Lead and mentor the existing Accounting Director, helping them grow toward a CFO/Controller capability
Act as a strategic thought partner to ownership on growth, margins, and scalability
Build financial transparency that supports trust and performance across the organisation
Ideal Background
Proven CFO or senior finance leadership experience in the mortgage industry
(non‑negotiable)
Hands‑on experience with
LoanVision
or equivalent mortgage accounting platforms
Comfortable working in high‑volume, multi‑branch environments
Commercially minded, pragmatic, and able to operate at both strategic and detailed levels
Experience stepping into fast‑growing businesses that need financial structure built quickly
CPA/MBA
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California, United States (Remote, with intensive onboarding phase)
Engagement:
Fractional / Part‑time (Initial 2-3 days per week, tapering over time)
Industry:
Mortgage / Mortgage Broking / Lending
Systems:
LoanVision experience
strongly preferred
Day rate:
$1,100
Opportunity:
Our client is a fast‑growing, nationwide mortgage business operating across multiple states with
~1,000 loan officers
and significant transaction volume. The business is profitable, scaling rapidly, and now requires experienced CFO‑level leadership to bring structure, visibility, and financial discipline to the organisation.
This is not a back‑office accounting role. This is a
hands‑on CFO mandate
to help professionalise finance, improve transparency for stakeholders, and support the next phase of growth.
The Challenge
Limited visibility into
monthly and quarterly financial performance
Decision‑making still driven too heavily by instinct rather than data
Complex payroll, expenses, and branch‑level reporting across a large loan officer base
Existing finance team needs leadership, structure, and up‑skilling
Loan officers need clearer, more transparent financial reporting
What You’ll Be Responsible For
Take ownership of
end‑to‑end financial leadership
on a fractional basis
Clean up, structure, and optimise accounting processes across the business
Implement robust
monthly and quarterly P&L reporting , including branch and loan‑officer level views
Improve cash flow visibility, expense control, and payroll management
Lead and mentor the existing Accounting Director, helping them grow toward a CFO/Controller capability
Act as a strategic thought partner to ownership on growth, margins, and scalability
Build financial transparency that supports trust and performance across the organisation
Ideal Background
Proven CFO or senior finance leadership experience in the mortgage industry
(non‑negotiable)
Hands‑on experience with
LoanVision
or equivalent mortgage accounting platforms
Comfortable working in high‑volume, multi‑branch environments
Commercially minded, pragmatic, and able to operate at both strategic and detailed levels
Experience stepping into fast‑growing businesses that need financial structure built quickly
CPA/MBA
#J-18808-Ljbffr