Founded in 2012, Finzly is the category-defining leader with a vision of making banking real-time, connected and embedded in our lifestyle. Our customers include many of the most sophisticated banks that are leading the adoption of new payment protocols. The Company raised its last round of funding in Q4'23 from TZP Growth Equity.
We are seeking a Chief Financial Officer to professionalize the finance organization, establish the processes to accelerate growth and operate as an enterprise leader in the dynamic banking software market. This is an outstanding opportunity for the right finance executive with operational experience and a proven track record to join Finzly's senior leadership team.
This leader must have Strategic vision for finance function with strong SaaS operational expertiseHelped to scale a SaaS business from $20m to $100mLed a hyper-growth vertical SaaS business with important KPIs and analyticsLed the financing rounds with experience negotiating investment termsA strong network of leading investors in the banking and fintech sectorsLed strategic planning and budgeting delivering detailed financial planning and analysis (FP&A experience)Created sophisticated financial policies, procedures, controls and reporting systems that optimize business performance and create financial disciplineCapital planning, allocation, tax, audit, account and credit decision making experience Fiduciary Management & Business Partnership Design, modify and implement financial infrastructure for a 200+ employee company in high-growth mode, spanning various areas such as financial reporting, analysis, budgeting, cashflow, investment priorities and accountingOwnership of financial models for fundraising, showcase Finzly's value and manage investor relationshipDrive the budgeting and forecasting process at the global and departmental level that leads to predictability and consistency in forecasting. Develop meaningful monthly and annual financial reporting to key stakeholdersCreate meaningful KPIs and a review cadence at the organizational and departmental level to optimize financial performanceLead investor relations and deliver critical financial and operating performance reporting to our investors, Board of Directors and senior leadership teamBe knowledgeable about operating in a regulated environment. Responsible for protecting assets by establishing, monitoring, and enforcing compliance on all internal controls, systems and related finance data assets Analytics Serve as a key member of the senior leadership team, providing financial advice, counsel, and decision-making supportLead data mining efforts to uncover valuable business insights and help operational leaders leverage this information for better decision-makingImplement financial incentives and metrics that align with business performance goalsLeverage background, research and benchmarks to identify opportunities in the marketplaceChampion data visualization as a core discipline within the organization Value Creation Contribute to the development and evolution of Finzly's three-year strategic plan and establish the management scorecard for the senior leadership team Partner to build and develop the broader finance team into a world-class organization focused on performance and career growthMaximize return and minimize risk on cash through effective capital allocation and management Essential Qualifications and Skills 10+ years of experience in a finance leadership role with an excellent understanding of business metrics and processes in enterprise software / B2B SaaSProven experience in building teams and organizations in dynamic / high-growth environmentsStart-up, Investment Banking, Venture and/or PE experience a plusStrong knowledge of corporate finance and accounting theory, principles, and practices to include GAAP, SaaS accounting, revenue recognition, financial systems, working capital and financial modelingUnderstanding of current best practices in "Revenue Operations" in B2B SaaSDemonstrated success operationalizing financial best practices through systems, policy and processM&A experience is a plusBS in finance/related; MBA and/or CPA preferred Location Position is based in Charlotte, NCThe candidate must be either local or willing to relocate to Charlotte.
#J-18808-Ljbffr