[Remote] MGR Assistant Controller at Sagent

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Technology, Mortgage ServicingIndustries

Requirements

Bachelor’s degree in business, accounting, or relevant discipline with 4 - 6 years of experience in a related field, including at least 2 years in a leadership role within a SaaS or financial technology company. Experience will be considered in lieu of a degree
CPA Required
High proficiency with Microsoft Excel
Public Accounting Experience (Big 4) preferred
Experience with Microsoft D365 is a plus
Proven ability to achieve goals through the work of others, with a focus on managing and developing high-performing teams
Strong operational and strategic management skills
Knowledge of U.S. GAAP and other accounting regulations
Excellent interpersonal and communication skills

Responsibilities

Achieve organizational goals by effectively leading, coaching, and managing the accounting team
Conduct performance appraisals, pay reviews, and provide training and development opportunities for team members
Apply operational and strategic management skills to ensure the efficiency and effectiveness of accounting processes
Assess, establish, and maintain procedures and processes for all areas of accounting
Oversee and manage various accounting functions, including, but not limited to software capitalization, accounts payable, accounts receivable, general ledger, and taxes
Maintain, review, and track billing details within financial systems to ensure accuracy and compliance with U.S. GAAP and other accounting regulations
Document and oversee internal controls across the Accounting Organization
Interpret records and reports for managers and stakeholders, providing insights and recommendations
Gather and analyze financial information and help manage the monthly closing process
Prepare and present comprehensive financial reports to stakeholders, as necessary
Work on Ad-Hoc projects as assigned
Responsible for research on technical accounting matters as these arise

Skills

Accounting

Financial Reporting

General Ledger

Accounts Payable

Accounts Receivable

U.S. GAAP

Financial Analysis

Internal Controls

Team Leadership

Performance Appraisals

Sagent

Modernizes mortgage loan servicing with software

About Sagent

Sagent modernizes mortgage loan servicing for banks and lenders by providing software solutions that enhance efficiency and user experience. Their products include AI-embedded tools for automating documents, offering real-time predictive insights, and generative AI-based chat features. These tools enable financial institutions to manage millions of consumer loans effectively while ensuring compliance and operational efficiency. Sagent primarily serves banks and mortgage lenders, operating on a software-as-a-service (SaaS) model that generates revenue through subscriptions and service contracts. Their platforms focus on a mobile-first consumer experience, allowing homeowners to manage their mortgages easily, resolve issues quickly, and access expert advice, which boosts customer satisfaction and helps financial institutions lower costs and improve servicing values.

Upper Merion Township, PennsylvaniaHeadquarters

2018Year Founded

$17MTotal Funding

M_AND_ACompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Remote Work Options

Health Insurance

Unlimited Paid Time Off

Family Planning Benefits

Tuition Reimbursement

Paid Family Leave

401(k) Company Match

Pet Insurance

Professional Development Budget

Company Social Events

Risks

Emerging fintech startups may erode Sagent's market share.

Data privacy concerns could lead to regulatory scrutiny and affect client trust.

Economic downturns in the housing market may impact Sagent's revenue.

Differentiation

Sagent offers AI-embedded tools for document automation and predictive insights.

The company provides a mobile-first consumer experience for mortgage management.

Sagent's generative AI-based chat capabilities enhance customer service in mortgage servicing.

Upsides

Growing demand for AI-driven mortgage servicing solutions boosts Sagent's market potential.

Mobile-first solutions align with consumer demand for convenient mortgage management.

SaaS model provides Sagent with recurring revenue and scalable solutions.

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