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Chief Financial Officer

Accounting & Finance Job ID: 1092790


Headquartered in the eastern part of the United States, the Company is a nationwide mortgage and real estate service provider. More than just a partner, the Company is a valued participant in its clients’ process innovation because it leverages friction as a catalyst for growth.

Established in 2008, the Company was built to innovate the stale approach to the standard closing model. Since then, it has flourished to become the premier, end-to-end mortgage services provider of choice to most of the nation’s top lenders.

The Company is known for its service first approach and high-touch delivery model that provides consistently exceptional consumer communication and satisfaction. The Company understands the complexities of each loan product as well as the unique requirements of its Originator, Servicer, and Private Wealth partners. That is why it has built a sophisticated, flexible and scalable operational platform that allows clients to dictate processes, scripting, and integration requirements.

The Company’s impressive growth is a testimony to the exceptional service levels and consistently professional, smooth and seamless consumer experience. Plus, the Company’s unrivaled team of dedicated experts remove the burden associated with constant regulatory and compliance changes and ensure quality through each step of the order.


The Chief Financial Officer will develop and administer the Company’s overall strategic plans together with the senior leadership team. She or he will oversee Strategic Planning, Financial Planning & Analysis, Mergers, Acquisitions & Investments, Treasury, Risk Management and Controllership for all divisions, including Title and Close, Default Services, Capital Markets, Valuations and Document Solutions. She or he will develop and maintain the organization’s relationships with all banks, lenders, customers, vendors, and the financial community. She or he will attend and participate in all company Board of Director’s meetings and act as advisor to the partners on financial, tax and M&A matters.


  • Strategic Planning: Along with the CEO and Chief Strategy Officer, develop and drive both organic and inorganic growth strategies, cost optimization projects and quality improvement opportunities across the Company’s business units. Develop and track KPIs to ensure strategic targets are being met.

  • Financial Planning and Analysis: Responsible for managing the short- and long-term financial planning process of the company. Generates and continually updates models to assess the impact of various courses of actions. Facilitates and participates in management decisions to meet strategic goals and fulfill the company’s mission. Ensures that the company understands its performance against budget and prior year’s performance. Prepares monthly reports to assist management in operation of the business. Develops, maintains, and updates all business-critical reports and analyses.

  • Mergers, Acquisitions and Investments: Leads the financial analysis and integration planning for all inorganic opportunities, including mergers, acquisitions, joint ventures and divestitures.

  • Treasury: Responsible for developing and maintaining the company’s optimal capital structure, including bank debt and equity, that meets the desired leverage profile of ownership and lenders. Negotiates credit agreements with banks, sets supplier and customer payment terms and credit limits, and implements supply chain finance programs to reduce working capital.

  • Risk Management: Ensures that all assets are adequately protected and insured against all foreseen and unforeseen risks. Actively participates in the selection of property, liability, and workers compensation brokers and insurers for domestic and foreign subsidiaries and acts to minimize company’s exposure.

  • Controllership: Supporting the Corporate Controller, oversees the planning, preparation, analysis, and communication of the operating results of the company to all stakeholders. Responsible for the timely submission of all internal and external financial reports.


  • Bachelor’s Degree in Finance or Accounting; MBA or CPA preferred.
  • Fifteen years of progressive, successful experience in corporate finance, financial and managerial accounting.
  • Proven ability to communicate effectively both verbally and in writing at all levels internally and externally.
  • Highly proficient in widely used business software, especially financial reporting / analysis software.
  • Ability to work in a fast-paced, high-pressure environment.
  • Self-starter with exceptional attention to detail.
  • Ability to read, analyze and interpret complex financial and business issues
  • Ability to present information to clients, executives, and investors as necessary


Job ID# 1092790

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