VP of Finance

Robert Half • Charlotte, NC • 3h ago

Description We are looking for an accomplished finance leader to oversee capital markets and portfolio-related activities while supporting several lending and finance functions across the organization. Based in Charlotte, North Carolina, this position plays a central role in financial oversight, reporting, and transactional coordination within a dynamic real estate lending environment. The role also provides leadership to entry-level team members and offers the opportunity to contribute to strategic growth through hands-on financial analysis and cross-functional partnership.

Responsibilities:

Direct daily finance and capital markets operations tied to loan trading activity, ensuring transactions are reviewed accurately and executed efficiently.

Examine settlement documentation on a recurring basis to confirm completeness, accuracy, and alignment with internal expectations.

Manage ongoing performance tracking and risk oversight for multiple portfolios, identifying trends and supporting informed decision-making.

Partner with structured finance and related teams to help move transactions forward from analysis through execution.

Prepare and validate monthly investor portfolio reports, making sure reporting is timely, organized, and reliable.

Work closely with colleagues across accounting, treasury, loan originations, and asset management to support coordinated financial operations.

Provide tailored financial analysis and reporting for leadership and stakeholders in response to changing business needs.

Supervise and support finance staff, promoting accountability, development, and high-quality output across the team. Requirements - Bachelor's degree in Finance, Business, Economics, or a closely related discipline.

At least 5 years of experience in finance roles with exposure to real estate or mortgage lending environments.

Demonstrated background in capital markets, portfolio analysis, financial reporting, and budgeting activities.

Prior experience leading or mentoring team members in a finance setting that requires strong attention to detail.

Strong analytical judgment with the ability to interpret financial information and translate findings into actionable insight.

Clear written and verbal communication skills with the ability to collaborate effectively across departments.

Advanced proficiency in Microsoft Excel; familiarity with SQL and lending-related financial systems is beneficial.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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