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
o 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
o Ownership of financial models for fundraising, showcase Finzly's value, and manage investor relationship
o 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
o Create meaningful KPIs and a review cadence at the organizational and departmental level to optimize financial performance
o Lead investor relations and deliver critical financial and operating performance reporting to our investors, Board of Directors, and senior leadership team
o 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
o Serve as a key member of the senior leadership team, providing financial advice, counsel, and decision-making support
o Lead data mining efforts to uncover valuable business insights and help operational leaders leverage this information for better decision-making
o Implement financial incentives and metrics that align with business performance goals
o Leverage background, research, and benchmarks to identify opportunities in the marketplace
o Champion data visualization as a core discipline within the organization
Value Creation
o Contribute to the development and evolution of Finzly's three-year strategic plan and establish the management scorecard for the senior leadership team
o Partner to build and develop the broader finance team into a world-class organization focused on performance and career growth
o Maximize return and minimize risk on cash through effective capital allocation and management
Essential Qualifications and Skills
o 10+ years of experience in a finance leadership role with an excellent understanding of business metrics and processes in enterprise software / B2B SaaS
o Proven experience in building teams and organizations in dynamic / high-growth environments
o Start-up, Investment Banking, Venture and/or PE experience a plus
o 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
o Understanding of current best practices in "Revenue Operations" in B2B SaaS
o Demonstrated success operationalizing financial best practices through systems, policy and process
o M&A experience is a plus
o BS in finance/related; MBA and/or CPA preferred
Location
o Position is based in Charlotte, NC
o 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