Chief Financial Officer

Headquartered in Charlotte, NC, and founded in 2012 by visionary minds shaping the future of banking and payments in the US, Finzly makes bank transformation radically simple. Our core-independent platform is trusted by some of the market’s leading financial institutions to transform operations and launch new products and services at speed.

We’ve been recognized with 20+ industry awards in the last two years – including three years in a row as one of the Best and Brightest Places to Work as well as accolades for Best Parallel Core Technology, Best Corporate Payments Solution, Best Payments-as-a-Service Provider, and Best Trading System.

We are seeking a Chief Financial Officer to professionalize the finance organization, establish 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 financial reporting, analysis, budgeting, cash‑flow, investment priorities, and accounting

Ownership of financial models for fundraising, showcase Finzly’s value, and manage investor relationships

Drive the budgeting and forecasting process at the global and departmental level to achieve predictability and consistency in forecasting; develop meaningful monthly and annual financial reporting for 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; protect 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 including 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

Location

Position is based in Charlotte, NC

The candidate must be either local or willing to relocate to Charlotte.

What We Offer:

Full Benefits Package – medical, dental, and vision coverage with HSA option

Healthcare FSA and Dependent Care FSA

Company‑paid Life Insurance

Company‑paid Long‑Term Disability

Paid Holidays and generous Paid‑Time Off

Stock Options

Retirement Savings Plan

Short Term Disability, Critical Illness, and Accident Insurance

Wellness Programs including Employee Assistance Program

Annual Cash Bonus and more!

#J-18808-Ljbffr