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.

• 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

• 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

• 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

• 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

• 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,…