VP of Finance

Based in Charlotte, North Carolina, this position plays a central role in financial oversight, reporting, and transactional coordination within a dynamic real estate lending environment. The role also provides leadership to entry-level team members and offers the opportunity to contribute to strategic growth through hands-on financial analysis and cross-functional partnership.

Responsibilities

• Direct daily finance and capital markets operations tied to loan trading activity, ensuring transactions are reviewed accurately and executed efficiently.
• Examine settlement documentation on a recurring basis to confirm completeness, accuracy, and alignment with internal expectations.
• Manage ongoing performance tracking and risk oversight for multiple portfolios, identifying trends and supporting informed decision-making.
• Partner with structured finance and related teams to help move transactions forward from analysis through execution.
• Prepare and validate monthly investor portfolio reports, making sure reporting is timely, organized, and reliable.
• Work closely with colleagues across accounting, treasury, loan originations, and asset management to support coordinated financial operations.
• Provide tailored financial analysis and reporting for leadership and stakeholders in response to changing business needs.
• Supervise and support finance staff, promoting accountability, development, and high-quality output across the team.

Requirements

• Bachelor’s degree in Finance, Business, Economics, or a closely related discipline.
• At least 5 years of experience in finance roles with exposure to real estate or mortgage lending environments.
• Demonstrated background in capital markets, portfolio analysis, financial reporting, and budgeting activities.
• Prior experience leading or mentoring team members in a finance setting that requires strong attention to detail.
• Strong analytical judgment with the ability to interpret financial information and translate findings into actionable insight.
• Clear written and verbal communication skills with the ability to collaborate effectively across departments.
• Advanced proficiency in Microsoft Excel; familiarity with SQL and lending-related financial systems is beneficial.

Benefits

• Medical, vision, dental, and life and disability insurance.
• Eligibility to enroll in the company 401(k) plan.
• Access to free online training and professional development resources.