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SVP Finance | Sage Home Loans

Charlotte, NC

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 owns 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.  

 

What You'll Do  

Strategic Financial Leadership & Planning 

  • 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. 

Capital Planning & Structure 

  • 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. 

Cash Flow, Treasury & Liquidity Management 

  • 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. 

Secondary Market & Capital Markets Finance 

  • 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. 

Financial Risk Management & Governance 

  • 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. 

Team Leadership & Cross-Functional Partnership 

  • Lead and develop the finance organization, including but not limited to 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. 

Executive Partnership & Strategic Decision-Making 

  • 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. 

 

What We’re Looking For 

Education & Experience 

  • 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. 

Skills & Competencies 

  • 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. 

Who We Are:  

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 best possible borrower experience.  

Founded in 2000, Red Ventures (RV) is home to a diverse portfolio of industry-leading brands and businesses, strategic partnerships and proprietary technology, including Sage Home Loans, Bankrate, Lonely Planet, The Points Guy, BestColleges and more. Together, RV helps millions of people worldwide make life’s most important decisions, accelerates digital adaptation, and innovates the online consumer experience by improving every step of the consumer journey from first discovery of information, throughout the decision-making process, to transactions. Headquartered south of Charlotte, NC, Red Ventures employs thousands of people across the US and Puerto Rico, with international offices in the UK and Brazil. For more information, visit https://redventures.com and follow @RedVentures on social platforms.  

At Red Ventures, we believe diverse, inclusive teams are better. To help you better understand our core values and beliefs, we encourage you to watch this brief YouTube video: Our Belief Statements. This will give you insight into the principles that guide our work and our commitment to fostering an inclusive environment.  

 We offer competitive salaries and a comprehensive benefits program for full-time employees, including medical, dental and vision coverage, paid time off, life insurance, disability coverage, employee assistance program, 401(k) plan and a paid parental leave program.  

Red Ventures is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at Red Ventures is based solely on a person's merit and qualifications.   

We are committed to providing equal employment opportunities to qualified individuals with disabilities. This includes providing reasonable accommodation where appropriate. Should you require a reasonable accommodation to apply or participate in the job application or interview process, please contact accommodation@redventures.com.   

If you are based in California, we encourage you to read this important information for California residents linked here.  

 

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