Audit Liaison

Audit Liaison Finance Jobs

10 jobs found

Mortgage Senior Credit & Product Officer

FirstBank Florida San Juan

14d ago

Full time Manager Senior Credit

Manager Senior Credit

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Job Description

The Mortgage Senior Credit & Product Officer role is an onsite leadership position with FirstBank Florida in San Juan, Puerto Rico. This role directs senior mortgage operations, including underwriting, product development, risk analysis, and policy guidance, and works closely with sales, production, and key stakeholders across the organization.

Responsibilities

Provide executive oversight of mortgage underwriting to ensure accuracy, regulatory compliance, and timely loan decisions.
Direct the loan review pipeline, maintaining deadlines and service levels.
Identify and implement process improvements to boost underwriting productivity and shorten cycle times.
Lead comprehensive risk analysis of mortgage portfolios, using financial statements and market data to identify and mitigate emerging risks.
Develop and propose new mortgage products and CRA offerings to align with market demand and regulatory requirements.
Collaborate with the sales and production teams to train staff and realtors, ensuring up-to-date product knowledge and underwriting guidelines.
Serve as a subject matter expert for investors and senior corporate credit officers on complex credit matters and product questions.
Review and update credit policies in response to regulatory changes and market trends.
Coordinate with default administration to analyze delinquency trends and implement proactive risk mitigation strategies.
Supervise the loss mitigation underwriting process.
Streamline underwriting documentation to balance efficiency with strong risk controls and regulatory compliance.
Act as the primary liaison with internal and external auditors and regulators to ensure underwriting compliance with applicable laws and standards.
Oversee ECR credit analysis to maintain consistent standards across regions.
Partner with sales and production managers to refine processes, remove bottlenecks, and accelerate loan origination cycles.
Oversee the appraisal and dispatching team to ensure timely receipt, review, and distribution of transaction documents.
Supervise the clear to close unit to ensure all loan conditions are fulfilled before moving files to the closing stage and coordinating final numbers.
Participate in cross-functional projects and committees as assigned.
Contribute to enterprise-wide risk management initiatives.
Prepare and present reports for executive leadership and board committees as required.
Support due diligence for mergers, acquisitions, or new market entries.
Foster staff development through mentoring and training opportunities.
Stay informed of industry best practices, regulatory changes, and competitive trends.

Requirements

Education: Master’s degree in finance, Juris Doctor, Business Economics or a related field is required.
Certifications: Certifications in credit risk, mortgage banking, or regulatory compliance are preferred.
Experience: A minimum of three to five years of progressive experience in credit risk management, mortgage underwriting, or product development within a banking institution.
Analytical expertise: Three to five years of demonstrated ability to analyze complex transactions using financial statements and credit reports.

A BRIEF OVERVIEW

The Mortgage Operations Manager is a senior leadership role focused on guiding mortgage underwriting, ensuring timely loan reviews, driving productivity improvements, and directing the development of new or enhanced mortgage products. The Officer partners with the sales and production teams, provides policy guidance, and serves as a liaison with internal and external stakeholders.

Disclaimer

The statements above describe the general nature and level of work performed by individuals assigned to this role. They are not intended to be an exhaustive list of all responsibilities, duties, or skills. The reporting relationship may not reflect the most recent changes to the corporate structure.

Our Company

At FirstBank PR, we strive to be a trusted advisor to our clients, and our employees are the ones who ensure we deliver on our promise of excellence in personalized customer service. We employ more than 3,100 people across Puerto Rico, the Virgin Islands and Florida who share a commitment to outstanding service. We are proud of our team for continuously surpassing client expectations.

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Controller

Oklahoma City Community Foundation Oklahoma City, OK

19d ago

$110k - $125k/yr Full time Accounting Accounts Payable Accounts Receivable

Accounting Accounts Payable Accounts Receivable

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Job Description

Located in Oklahoma City, the Oklahoma City Community Foundation seeks a Controller to lead the organization’s accounting operations, financial reporting, budgeting, audits, and internal controls. Reporting to the Director of Finance and supervising a team of accountants, this role blends strategic oversight with hands-on financial management to ensure accurate, timely statements in support of the Foundation’s mission.

Location

Oklahoma City, OK (onsite)

Compensation

Salary: USD 110,000 - 125,000 per year

Responsibilities

Lead a team of accountants responsible for the organization’s financial operations, including financial reporting, budgeting, audits, general ledger management, internal controls, and daily accounting functions.
Hire, manage, and evaluate staff; provide coaching in accordance with company policy.
Prepare consolidated statements of financial position, consolidated statements of activity, cash flow statements, and other reports reflecting the foundation’s financial position on a monthly, quarterly, and annual basis.
Prepare financial statements and other reports required by management for all supporting organizations; ensure accuracy and timeliness.
Ensure all financial reports are accurate, timely, and GAAP-compliant.
Analyze financial data and communicate trends, variances, and recommendations to leadership.
Oversee the general ledger, including posting, reconciliations, journal entries, and financial schedules; review and approve journal entries and interfund transactions.
Supervise accounts payable, vouchers, and check processing to ensure timeliness and accuracy; lead quarterly general ledger reconciliations.
Oversee net asset management, ensuring accurate recording of restricted and non-restricted assets; monitor daily cash activity for operational liquidity.
Provide backup for accounting tasks as needed; oversee ACH payments and support liquidity planning.
Assist leadership with the annual operating budget, partnering with program and departmental leaders; lead quarterly departmental budget vs actual reporting and forecasting efforts.
Lead inventory and fixed asset management, including depreciation, PPE schedules, and related documentation and maintenance.
Maintain a strong internal control framework; update accounting policies and procedures; conduct annual reviews and ensure compliance with nonprofit standards, GAAP, and ASC.
Lead the annual financial statement audit process and serve on the audit liaison team; oversee audit schedules and supporting documentation.
Drive improvements in systems, workflows, and automation for accounting and reporting; manage 1099 filings and related documentation.
Oversee accounting policy and procedures; ensure documentation for tax filings and registrations; lead efforts to enhance accounting systems and reporting capabilities.
Supervise, coach, and mentor finance staff; conduct performance evaluations and support professional development; provide training on procedures and internal controls.
Collaborate with the management team to adapt to operational changes and support organizational culture and resilience.

Qualifications

Bachelor’s degree in Accounting, Finance, or a related field; CPA preferred.
7+ years of progressive accounting experience, preferably in a nonprofit environment.
Demonstrated experience in financial reporting, audits, budgeting, general ledger management, and internal controls.
Advanced Excel and financial modeling skills; strong working knowledge of GAAP and nonprofit accounting standards (GAAP, FASB, ASC).
Proficiency with accounting systems (QuickBooks) and Microsoft Excel; ability to analyze financial data and prepare meaningful reports.
Excellent communication and interpersonal skills; capable of leading a finance team and collaborating with programmatic groups.
High integrity, meticulous attention to detail, and a commitment to continuous improvement.
Experience supporting programmatic teams and cross-departmental collaboration.

Technologies

QuickBooks
Microsoft Excel

Benefits

401(k)
401(k) matching
Dental insurance
Disability insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Working Conditions & Physical Demands

Prolonged periods of sitting at a desk.
The ability to lift objects up to 25 lbs.
Extended periods of working with a computer, requiring focus on tasks and navigation of software interfaces.
Fine motor skills, including typing and precise mouse use.
Strong visual acuity for reading information on a computer screen.
Office environment with minimal noise.
Minimal travel in the metro and surrounding area.
This position is a safety-sensitive position based on the frequent operation of a motor vehicle.

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SVP, Chief Compliance Officer

Merchants Bank of Indiana Carmel, IN

21d ago

Full time Banking Banking Regulations BSA

Banking Banking Regulations BSA

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Job Description

Location: Carmel, IN 46032

Role overview

The SVP, Chief Compliance Officer leads the organization’s compliance team and drives the enterprise wide compliance program across both banking and mortgage operations. The role ensures full adherence to federal and state banking laws, mortgage regulations, consumer protection requirements, and internal policies. As a trusted advisor to the executive leadership and the Board of Directors, the CCO provides strategic direction, regulatory insight, and risk mitigation recommendations to protect the company’s reputation and maintain operational integrity. The position emphasizes proactive oversight, timely issue identification and remediation, and consistent compliance with regulatory requirements to support clean audits and examinations, minimize consumer harm, and maintain well controlled products and processes. The CCO fosters a culture of compliance, equips business leaders with clear guidance, and delivers transparent reporting to executive management and the Board, safeguarding the company’s reputation, financial stability, and long term regulatory standing.

What success looks like after one year

Within the first year, the role will independently and confidently handle the following areas:

Key responsibilities

Enterprise Compliance Leadership
- Design, execute, and continually improve the enterprise compliance management system (CMS) for banking and mortgage lines.
- Serve as the primary liaison to federal and state regulators, including the FDIC, Indiana Department of Financial Institutions, and the CFPB.
- Provide regular reports to the Board of Directors and executive leadership on compliance risk, examination results, emerging issues, and key metrics.
Regulatory Compliance Oversight
- Ensure compliance with applicable regulations, including Banking and Mortgage rules:
  - Banking: BSA/AML, UDAP/UDAAP, EFTA, FCRA, FDCPA, GLBA, Reg B, Reg E, Reg CC, Reg D
  - Mortgage: RESPA, TILA/Reg Z, HMDA, ECOA, SAFE Act, TCPA, Fair Lending, and disclosure laws
- Monitor legislative and regulatory changes, assess impact, and lead organization wide implementation plans.
Compliance Program Development
- Oversee policies, procedures, training programs, testing and monitoring activities, complaint management, and remediation efforts.
- Develop and maintain risk assessment methodologies for banking and mortgage processes.
- Partner with business leaders to embed compliance controls into products, operations, and customer interactions.
CRA, Fair Lending & Consumer Compliance Strategy
- Provide executive oversight of CRA performance, fair lending risk, HMDA and CRA data integrity, and consumer protection compliance.
- Draft and update the organization’s CRA Strategic Plan as needed.
- Collaborate with business line leaders to establish goals under the CRA Strategic Plan and community development initiatives.
- Ensure robust fair lending analytics, data reviews, and targeted monitoring activities.
- Schedule and track Community Development service and investment activities through the MPACT program.
Regulatory Examinations & Audits
- Prepare the organization for regulatory exams, internal audits, and independent reviews.
- Coordinate exam activities, responses, documentation, and remediation efforts.
- Ensure timely resolution of findings and sustainable corrective action plans.
Risk Management & Governance
- Identify compliance risks and collaborate with senior leaders to implement mitigation strategies.
- Chair the organization’s Compliance Committee, whose membership includes key executive leaders.
Team Leadership
- Lead, mentor, and develop all Compliance team members.
- Establish performance goals, succession plans, and promote a culture of collaboration and accountability.

What we are looking for

Experience

12+ years of progressive compliance, risk, regulatory, or legal experience within the banking and/or mortgage industry.
Deep knowledge of federal and state banking and mortgage regulations.
Experience interfacing with regulators and managing examinations.
Prior leadership of a compliance function or large compliance team.

Skills & Competencies

Strong leadership presence with the ability to influence at all levels.
Extensive knowledge of regulatory frameworks and consumer protection requirements.
Strategic thinker with a practical, solutions oriented mindset.
Excellent communication, presentation, and relationship-building skills.
High integrity, sound judgment, and organizational awareness.

Core competencies

Executive Leadership
Strategic Risk Management
Regulatory Expertise
Operational Excellence
Ethical Decision Making
Change Management
Collaboration and Business Partnership

Education

Bachelor’s degree required; an advanced degree in Law, Business, Finance, or a related field is preferred.
JD or CRCM certification strongly preferred.

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Director of Finance

State of Wyoming Cheyenne, WY

26d ago

$6,757 - $7,508/mo Full time Accounting Budgeting Compliance

Accounting Budgeting Compliance

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Job Description

Position Details

Salary: $6,757.91 - $7,508.79 monthly

Location: Cheyenne, WY

Job Type: Permanent, Full-time

Job Number: 2026-00774

Department: Wyoming Community College Commission

Division: Wyoming Community College Commission

Opening Date: 03/16/2026

Closing Date: Continuous

FLSA: Determined by Position

About the Agency

The Wyoming Community College Commission is a 12 member state agency responsible for coordinating, advocating for, funding, and holding accountable Wyoming’s public community college system. It serves as a crucial link between the State of Wyoming and eight community colleges, ensuring the system operates efficiently, transparently, and in alignment with the state’s economic and educational goals.

Role Overview

The Director of Finance is the primary manager of the agency’s daily fiscal operations and reporting. Reporting to the Chief Financial Officer, this position ensures the technical accuracy of all accounting records, processes all revenue and expenditures, and prepares complex financial statements. It acts as the lead technical resource for the agency, ensuring all fiscal activities, including scholarship program allocations, federal grants, and biennial budgeting, comply with GAAP, federal regulations, and state policies.

Benefits and Total Compensation

Comprehensive health, dental, and vision insurance
Paid vacation, sick leave, FMLA and holidays
Retirement - Pension and 457B plans to help you build a secure future
Flexible schedules and work life balance options
Meaningful work that supports Wyoming communities
Much more

For detailed information, click here to view the benefits information, or watch a short video about our benefits package. Total compensation details are available at the Total Compensation Calculator: https://compensationcalculator.wyo.gov

Human Resources Contact

Serenity Moffett / serenity.moffett@wyo.gov / 307-777-6243

Essential Functions

Oversee daily processing and maintenance of accounts payable, accounts receivable, and procurement to ensure nationwide financial accuracy across the agency.
Prepare and review monthly, quarterly, and annual financial reports for internal and external use, including executive management, Commission meetings, the State Auditor’s Annual Comprehensive Financial Report, federal grants, and other reports.
Monitor and enforce agency fiscal policies to ensure compliance with federal and state laws; develop, implement, and update internal controls and procedures in response to regulatory changes; advise on interpreting fiscal regulations.
Enforce internal controls governing the agency’s financial management.
Investigate and resolve discrepancies in expenditures and revenues.
Oversee the allocation, tracking, and distribution of scholarship funds, ensuring awards are documented and reconciled against available balances.
Assist executive management with preparing the agency’s biennial and supplemental budgets, ensuring data accuracy for Commission, Governor, and legislative review.
Create and monitor B-11 requests to adjust spending authority as needed, ensuring alignment with budget requirements.
Maintain fixed asset records and inventory reporting.
Serve as the agency’s lead user and representative for state and federal financial systems.
Act as the primary operational liaison between the agency and HRD.

Qualifications and Preferences

Preferences

Preference may be given to candidates with experience with the Wyoming Online Financial System (WOLFS).

Knowledge

Know the applicable State and Federal laws, rules, regulations, and statutes.
Fundamental understanding of accounting, business principles, budgeting, and cost controls.
Familiarity with WOLFS and IBARS systems.
Knowledge of budget and procurement practices and policies.
Understanding of State Personnel Rules and related federal laws.
Awareness of internal controls over accounting applications.
Knowledge of Generally Accepted Accounting Principles (GAAP) and Governmental Accounting Standards Board (GASB) standards as applied to government accounting systems and reporting.
Knowledge of government management, including human resources, accounting, and general management.
Knowledge of project management.
Familiarity with federal grant applications, progress reporting, and federal financial reporting.
Self-motivated and well directed with strong attention to detail, follow-up, and follow-through.
Strong Google Workspace and Microsoft Office skills, particularly spreadsheets and Excel.
Effective communication skills and ability to analyze financial information.

Minimum Qualifications

Education: Bachelor’s Degree, typically in Finance
Experience: 1-3 years of progressive work experience in Finance, with knowledge at the level of a Senior Accounting Analyst
OR Education & Experience Substitution: 4-7 years of progressive work experience in Finance, with knowledge at the level of a Senior Accounting Analyst

Certificates, Licenses, Registrations

None

Physical Working Conditions

General office environment with light lifting; some travel required. Travel may be infrequent and scheduled in advance.

Notes

FLSA: Exempt
Supplemental Information: Total compensation details are available via the provided calculator link above.
URL: http://agency.governmentjobs.com/wyoming/default.cfm
The State of Wyoming is an Equal Opportunity Employer and actively supports the ADA, providing reasonable accommodations for qualified applicants with disabilities.
Class Specifications are subject to change; please refer to the A and I HRD Website for the most current version.

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Controller

Goodwin Recruiting Corte Madera, CA

27d ago

Full time 401k Accounting Assistant Controller

401k Accounting Assistant Controller

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Job Description

Overview

A respected restaurant group with a portfolio of 20 locations is looking for a dedicated Controller to oversee diverse financial operations and provide leadership within the accounting function. This hybrid role is designed for a growing hospitality business, enabling mostly remote work with in-person leadership meetings required only 1–2 times per month. Located in Corte Madera, California 94925.

Benefits & Compensation

Competitive base salary commensurate with experience
Hybrid work structure with minimal in-office days
Comprehensive health, dental, and vision coverage
401(k) with company match and generous paid time off
Collaborative culture with opportunities for career advancement

Requirements & Qualifications

Bachelor’s degree in accounting or finance
CPA certification
Minimum 2 years of experience as an assistant controller or in a similar accounting leadership position at a company with 10 or more locations
Proficiency in Microsoft Excel, Access, Word, and PowerPoint

Preferred Background & Skills

Familiarity with Compeat (CTUIT), Sage/FAS, and Sage Intacct software
Experience working with outsourced accounting providers
Hospitality or restaurant group background

Day-to-Day Responsibilities

Oversee all fixed asset registers, depreciation books, asset impairment, and related reporting
Coordinate with facilities on construction, remodel, and CAPEX management
Prepare and coordinate financial reporting packages with international ownership
Support internal and external audit functions, acting as the primary liaison for auditors
Manage the administration of the company’s gift card subsidiary
Collaborate throughout the annual budgeting and ongoing forecasting process
Fulfill ad hoc informational and reporting requests from parent company leadership
Assist with the establishment and management of internal audit procedures

This is a chance to make an impact in a stable, growing organization while enjoying work-life balance and leadership visibility.

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Director of Fiscal Operations

SHAWNEE FAMILY HEALTH CENTER Portsmouth, OH

27d ago

$65k - $80k/yr Full time Accounting Accounts Payable Budgeting

Accounting Accounts Payable Budgeting

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Job Description

Overview

Lead the organization’s financial operations and uphold fiscal integrity across departments in a senior leadership capacity. This role drives strategic financial planning, ensures regulatory compliance, and enhances financial performance throughout the organization. The ideal candidate combines strong accounting principles with financial analysis and risk management, while promoting transparency, accuracy, and continuous improvement. As a member of the executive team, you will shape financial strategies that support growth and long term sustainability. Location: Portsmouth, OH 45662.

Duties and Responsibilities

Oversee activities related to payables, payroll, banking, budgeting, financial reporting, and audits to ensure accuracy and timeliness.
Analyze accounts and fiscal operations for accuracy and prepare special reports required by Management and other funding sources, including the Mental Health Board, in an independent and timely fashion. Keep the CFO informed on a regular basis.
Supervise and provide back up for payroll and accounts payable processing.
Maintain confidentiality at all times.
Assist the CFO in preparing the annual budget and provide support and backup for all budget and accounting functions.
Act as back up to ensure that financial and tax reports are prepared and that corporate tax returns for Federal, State, and local governments are filed on time.
Assist with internal controls by reviewing banking information, approving the AP check register, and providing input on concerns.
Ensure that the agency’s fiscal policies are understood and maintained.
May serve as liaison to the Finance Committee of the SFHC Board in the absence of the CFO or at the request of the Chief Executive Officer.
Represent the Agency at appropriate local, county, and state groups as requested by the CFO and maintain good community relations.
Assist the CFO with succession planning for the accounting department, including discussions with staff about personal succession planning, sharing the results of leadership readiness assessments, identifying succession interests, conducting annual performance evaluations, and helping staff develop the skills and competencies needed for progression.
Assist in designated training for staff pursuing advancement, such as guiding identified staff on essential duties, leading center-wide training sessions, or accompanying staff to leadership meetings.
Demonstrate punctuality and adhere to attendance guidelines. Promote understanding of agency programs, mission, policies, procedures, and standards. Contribute to staff morale, professional growth, and teamwork.
Maintain self-control and even temperament in interactions with staff and clients.
Other duties and responsibilities as assigned.

Education and Experience

Minimum of a bachelor’s degree in accounting or current enrollment in an accounting or business administration program, plus five years of directly relevant experience.
Certificates, licenses, and/or other registrations required: Must possess a valid driver’s license.

Benefits and Compensation

Shawnee offers a wide range of benefits to staff, including holidays, paid vacation and sick time. Competitive wages and a possible opportunity to earn a monthly incentive.

Location

Portsmouth, OH 45662

Equal Opportunity

We are an equal opportunity / affirmative action employer committed to a diverse workforce. Cultural diversity is encouraged.

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Chief Financial Officer

The Cornerstone School Ocala, FL

28d ago

$77k - $92k/yr Full time Accounting Accounts Payable Accounts Receivable

Accounting Accounts Payable Accounts Receivable

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Job Description

Position Overview

The Cornerstone School in Ocala, FL 34471 is seeking an experienced and mission‑driven Chief Financial Officer (CFO) to lead financial and operational stewardship for our growing independent school community. The CFO will serve as a strategic partner to the Head of School and the Board of Trustees, ensuring fiscal sustainability, sound financial planning, and effective operational systems that support excellence in teaching and learning. Responsibilities include financial management, budgeting, forecasting, internal controls, risk management, human resources support, compliance, and oversight of school business operations. This is a full‑time, exempt, 12‑month position, with a focus on keeping the school financially strong while expanding programs and facilities to meet evolving educational needs.

Reporting Relationship

The CFO reports directly to the Head of School and collaborates closely with the Board Treasurer and the Finance Committee.

Key Responsibilities

Strategic Financial Leadership: Act as the school’s chief financial strategist to support long‑term sustainability and growth. Partner with the Head of School and Board on financial planning aligned with strategic priorities. Develop multi‑year projections and scenario planning models. Provide regular board reporting, including dashboards, forecasts, and variance analyses.
Budgeting and Financial Planning: Lead the annual budgeting process with school leadership. Monitor departmental budgets and promote prudent financial decision‑making. Create tuition models, forecast financial aid needs, and plan enrollment‑based revenue.
Accounting and Financial Reporting: Oversee accounts payable/receivable, payroll coordination, and general ledger management. Ensure timely monthly financial statements and internal reporting. Manage annual audit preparation and serve as the primary liaison with external auditors. Maintain strong internal controls and financial policies.
Compliance and Risk Management: Ensure compliance with federal, state, and local financial and employment regulations. Oversee insurance coverage (property, liability, workers compensation, etc.) and coordinate renewals. Support risk management planning including emergency readiness and financial contingency planning.
Cash Flow and Asset Management: Monitor cash flow and reserves to ensure operational stability. Manage banking relationships and cash management strategies. Oversee capital expenditures and major purchasing processes.
Human Resources and Benefits Oversight: In coordination with the Head of School, support payroll and benefits administration and ensure compliance with employment practices. Assist with compensation planning, salary benchmarking, and benefits strategy. Support personnel policies, contracts, and staff onboarding processes.
Facilities and Operational Oversight: Provide financial oversight of facilities planning, maintenance budgeting, and vendor contracts. Support capital project planning and long‑term campus improvement forecasting. Assist with contract negotiation for major vendors and service providers.
Advancement Support: Provide financial guidance for fundraising and capital campaign planning. Support donor stewardship through reporting and financial accountability for restricted gifts. Ensure proper tracking and reporting of donations and grant funding.

Qualifications

Required

Bachelor’s degree in Accounting, Finance, Business Administration, or a related field
Minimum of 7+ years of progressive financial leadership experience
Strong knowledge of budgeting, forecasting, accounting practices, and financial reporting
Experience preparing for audits and working with external auditors
High level of integrity, discretion, and professionalism
Strong analytical and communication skills; ability to explain financial information clearly to non‑financial stakeholders

Preferred

CPA or MBA strongly preferred
Experience in independent schools, nonprofit organizations, or education‑related finance
Familiarity with tuition‑based revenue models and financial aid planning
Experience supporting strategic planning and capital projects
Knowledge of nonprofit financial compliance, including 990 preparation support

Core Competencies

Mission‑aligned leadership and collaborative mindset
Strategic thinking and long‑range planning
Strong systems orientation and operational discipline
Clear communication and board‑level professionalism
Problem‑solving and financial modeling expertise
Ability to manage multiple priorities in a fast‑paced school environment

Work Environment and Expectations

This is an on‑campus leadership role requiring occasional evening availability for Board meetings and school events. The CFO will operate in a community‑centered environment where relationships, trust, and professionalism are essential.