Chief Financial Officer
Company: Finzly
Location: Charlotte
Posted on: October 19, 2024
Job Description:
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 experienceFiduciary 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 assetsAnalytics
- 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
organizationValue 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 managementEssential 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 preferredLocationPosition
is based in Charlotte, NC. The candidate must be either local or
willing to relocate to Charlotte.Every bank needs an edge. Finzly
is yours.
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Keywords: Finzly, Rock Hill , Chief Financial Officer, Executive , Charlotte, South Carolina
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