Investor Accounting Manager; Consulting
Listed on 2026-07-27
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Finance & Banking
Financial Compliance, Financial Reporting -
Accounting
Financial Compliance, Financial Reporting
About Us
Solomon Edwards Group , LLC (“Solomon Edwards”) is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world’s most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, and collaborative individuals who can help us deliver exceptional client service.
For more information, visit Solomon Edwards
We are seeking an Investor Accounting Manager to join a leading commercial real estate finance and mortgage servicing organization with operations across the United States. This hybrid leadership role combines hands-on investor accounting expertise with people management responsibilities, overseeing investor accounting operations, cash management, reconciliations, remittances, and reporting while leading a high-performing team dedicated to delivering operational excellence and exceptional service to institutional investors.
This is a hybrid position based in Houston, TX, requiring 3 days per week onsite and 2 days per week remote, with the potential to convert to a permanent position.
Essential Duties- Lead and develop a team of Investor Accounting professionals through coaching, mentoring, and performance management.
- Oversee investor accounting operations, including cash management, remittances, reconciliations, and investor reporting.
- Manage relationships with institutional investors and resolve complex operational issues.
- Coordinate reporting and remittances for agency and institutional mortgage investors.
- Partner with Treasury, Finance, Servicing, Operations, and banking partners to improve operational performance.
- Support SOX compliance, audits, investor requirements, and internal control initiatives.
- Drive process improvements, automation, operational metrics, and reporting enhancements.
- Bachelor's degree in Accounting, Finance, Real Estate, or a related field required.
- Minimum six (6) years of progressive experience in mortgage accounting, mortgage servicing, or mortgage banking.
- Minimum two (2) years of direct leadership or supervisory experience.
- Experience supporting SOX compliance, internal controls, and audit activities.
- Experience implementing servicing platform enhancements or technology solutions.
- Experience serving as a liaison during audits or regulatory examinations.
- Demonstrated success developing and leading high-performing teams.
- Experience with investor accounting and financial reporting.
- Knowledge of mortgage servicing operations.
- Experience supporting agency and institutional investor portfolios.
- Strong understanding of cash management and account reconciliations.
- Knowledge of SOX compliance and internal controls.
- Advanced Microsoft Excel skills, including Pivot Tables, VLOOKUP/XLOOKUP, and complex data analysis.
- Experience identifying and implementing process improvements and automation initiatives.
- Proven leadership experience managing, coaching, and developing teams.
- Ability to build and maintain strong investor relationships.
- Strong analytical and problem-solving skills.
- Excellent organizational and time management skills.
- Strong written and verbal communication skills.
- Ability to collaborate effectively with cross-functional teams.
- High attention to detail with a commitment to accuracy.
No travel will be required, unless at the client's discretion.
Physical RequirementsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
SalaryRange
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