Chief Financial Officer

finzly; Charlotte (NC); On-site; USD 300,000 - 450,000; Full time

Benefits offered by this job

Full Benefits Package

Stock Options

Paid Holidays

Annual Cash Bonus

Life Insurance

Long-Term Disability

Paid Holidays & PTO

Wellness Programs

Job summary

A leading banking transformation firm in Charlotte, NC is seeking a Chief Financial Officer to enhance finance operations and stimulate growth. This role is crucial for a finance executive with SaaS experience, tasked with financial planning, managing investor relationships, and driving key business insights. Ideal candidates have over 10 years in finance leadership and a proven ability to scale businesses successfully. The position offers a comprehensive benefits package and stock options, promoting career growth within a dynamic environment.

Qualifications

• 10+ years of experience in a finance leadership role.
• Strong knowledge of GAAP, SaaS accounting, and revenue recognition.
• Experience building teams in high-growth environments.
• Understanding of Revenue Operations in B2B SaaS.
• Strong knowledge of GAAP, SaaS accounting, revenue recognition, financial systems, working capital, and financial modeling.
• Operationalizing financial best practices through systems, policy and process.
• M&A experience is a plus.
• BS in finance/related; MBA and/or CPA preferred.

Responsibilities

• Professionalize the finance organization and establish growth processes.
• Lead budgeting and forecasting processes.
• Manage investor relations and performance reporting.
• Create meaningful KPIs and a review cadence to optimize financial performance.
• Lead investor relations and report to the Board and senior leadership.
• Ensure compliance and internal controls across finance data assets.

Skills

Strategic vision for finance function

SaaS operational expertise

Experience scaling a business from $20m to $100m

Network of leading investors

Financial planning and analysis (FP&A)

Knowledge of corporate finance and accounting

Capital planning & tax

Financial policy design

Team building

Education

BS in finance or related field

MBA and/or CPA preferred

Job description

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!