Chief Financial Officer

Job Overview

Lendzi is actively searching for a Chief Financial Officer (CFO) to join our growing team. The CFO leads the finance and accounting functions of Lendzi, overseeing the strategic and day-to-day needs of the business.

This position can be located at either of our offices in Austin, Texas or Boca Raton, Florida. A potential hybrid schedule is also available for the right candidate.

• Complete all financial planning and analysis including building the financial model, creating KPIs and levers, preparing budgets, and creating reports (e.g., budget vs. actuals).
• Using financial modeling and analysis, assist with growing the company and rightsizing, if needed.
• Oversee the two outsourced Accounting firms.
• Formally review the financial performance of the company with the CEO and Managing Partner on a monthly basis.
• Procure capital investments for the company and complete corresponding due diligence.
• Provide oversight of compliance, covenant work and refinancing.
• Provide guidance on the team structure, headcount, employee commission programs, etc.
• Manage performance vs quotas and provide corresponding analysis.
• Analyze marketing activities including pricing negotiations, conversion rates of campaigns, and the go-to-market strategy.
• Comply with all Lendzi’s policies including the TCPA policy.
• Abide by all laws and regulations.
• Complete special projects as needed.

• Excellent leadership skills.
• Strong understanding of risk management.
• Strategic thinking, particularly to improve financial performance.
• Strong understanding of compliance including regulatory standards, tax requirements, and financial disclosure standards.
• Excellent verbal and written communication skills.
• Superior analytical skills including financial statement and data analysis.
• Highly collaborative.
• Highest level of integrity.
• Proficient with Microsoft Office Suite or related software; advanced knowledge of Microsoft Excel.
• Knowledge of Intuit Quick Books is preferred.
• Knowledge of Zoho CRM and Centrex is a plus.

• Three or more years demonstrated success as a Controller or CFO.
• CPA is highly preferred.
• Experience in the business loan/cash advance/alternative financing industry is a plus.
• Bachelor’s Degree from an accredited university is preferred.

• Competitive annual base salary ($175,000 - $200,000) and the opportunity for performance-based bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) plan with company match
• Paid time off and holidays
• Opportunities for professional development and career advancement within a dynamic and expanding organization.

As part of our dedication to maintaining an inclusive and diverse workforce, Lendzi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Lendzi complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.