SVP Finance | Sage Loans

We are seeking a strategic, hands‑on Head of Finance to lead Sage’s financial strategy and operations as we continue to scale with discipline and clarity. Reporting directly to the CEO and partnering closely with the leadership team, this role will own the end‑to‑end financial function and ensure Sage is built to perform sustainably across economic cycles.

This role will bring both financial strategy along with day‑to‑day rigor, bringing clarity to financial strategy, planning, and risk management, with a particular focus on financial planning, capital planning, cash flow and treasury management, secondary market structures, and financial risk management.

• Own enterprise financial strategy, planning, forecasting, and long‑range modeling.
• Establish disciplined budgeting, variance analysis, and performance management processes.
• Translate complex financial insights into clear, actionable guidance for executive leadership and the board.

• Lead capital planning across equity, debt, and warehouse facilities.
• Optimize capital structure to support growth, liquidity, and long‑term resilience.
• Partner with the CEO on lender, investor, and board‑level financial discussions.

• Own enterprise cash flow forecasting and liquidity planning.
• Oversee treasury operations, funding timing, and liquidity buffers.
• Ensure Sage maintains financial stability across volume and market volatility.

• Provide financial leadership related to secondary market structures and execution.
• Partner closely with capital markets and lock desk leadership on pricing, margin, hedging, and execution strategies.
• Evaluate financial implications of investor programs, channel mix, and growth initiatives.

• Identify, assess, and mitigate financial risks across market, liquidity, operational, and regulatory domains.
• Establish strong financial controls, governance frameworks, and reporting cadence.
• Ensure compliance‑first, ethical financial practices aligned with Sage’s values.

• Lead and develop the finance organization, including FP&A and analytics functions.
• Build a high‑performing finance team with clear accountability and growth pathways.
• Partner cross‑functionally with teams to support strategic initiatives.

• Serve as a trusted thought partner to the CEO and executive leadership team.
• Bring an owner’s mindset—balancing ambition with financial discipline.
• Help evolve Sage’s financial maturity, systems, and decision‑making as the business scales.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA, CPA, or CFA strongly preferred).
• 18+ years of progressive finance leadership experience, including senior leadership roles.
• Finance experience in mortgage, financial services, fintech, or other highly regulated industries strongly preferred.
• Prior experience in growth‑stage leadership roles is a plus.
• Deep expertise in financial planning, cash flow management, capital strategy, and secondary market economics.
• Strong understanding of treasury operations, liquidity management, and financial risk frameworks.
• Strategic thinker with the ability to operate hands‑on when needed.
• Excellent communication skills with the ability to simplify complex financial concepts for non‑financial leaders.
• High integrity, sound judgment, and alignment with Sage’s client‑first, long‑term mindset.

Sage Home Loans Corporation is a digital mortgage lender solution redefining the mortgage origination experience. By building new technology solutions we’re creating simple and clean customer experiences to simplify the mortgage application process. Our team has developed a fully digital online application that enables the user to complete their application and start looking for the right mortgage that matches their needs 24/7.

We then marry the digital journey with exceptional human interaction from our expert Loan Officers to create the…