Chief Financial Officer

Finzly • Charlotte, NC, United States • $200k - $250k / year • 3w ago

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 expertise
Helped to scale a SaaS business from $20m to $100m
Led a hyper-growth vertical SaaS business with important KPIs and analytics
Led the financing rounds with experience negotiating investment terms
A strong network of leading investors in the banking and fintech sectors
Led 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 discipline
Capital 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 accounting
Ownership of financial models for fundraising, showcase Finzly’s value and manage investor relationship
Drive 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 stakeholders
Create meaningful KPIs and a review cadence at the organizational and departmental level to optimize financial performance
Lead investor relations and deliver critical financial and operating performance reporting to our investors, Board of Directors and senior leadership team
Be 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 support
Lead data mining efforts to uncover valuable business insights and help operational leaders leverage this information for better decision-making
Implement financial incentives and metrics that align with business performance goals
Leverage background, research and benchmarks to identify opportunities in the marketplace
Champion 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 growth
Maximize 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 SaaS
Proven experience in building teams and organizations in dynamic / high-growth environments
Start-up, Investment Banking, Venture and/or PE experience a plus
Strong knowledge of corporate finance and accounting theory, principles, and practices to include GAAP, SaaS accounting, revenue recognition, financial systems, working capital and financial modeling
Understanding of current best practices in “Revenue Operations” in B2B SaaS
Demonstrated success operationalizing financial best practices through systems, policy and process
M&A experience is a plus
BS in finance/related; MBA and/or CPA preferred