Chief Financial Officer

Tzp - Charlotte, NC

Full-time - Executive

Charlotte, NC

101-250 employees

About the position

Finzly is seeking a Chief Financial Officer (CFO) to lead the finance organization and drive growth in the dynamic banking software market. The CFO will be responsible for establishing financial processes, optimizing business performance, and managing investor relations. This role requires a strategic vision for the finance function, strong SaaS operational expertise, and a proven track record in scaling businesses and leading financial planning and analysis.

Responsibilities

• Professionalize the finance organization and establish processes to accelerate growth.
• Lead the budgeting and forecasting process at both global and departmental levels.
• Create and implement financial policies, procedures, controls, and reporting systems.
• Drive investor relations and deliver critical financial and operating performance reporting to investors and the Board of Directors.
• Develop meaningful monthly and annual financial reporting to key stakeholders.
• Lead data mining efforts to uncover valuable business insights for operational leaders.
• Maximize return and minimize risk on cash through effective capital allocation and management.
• Contribute to the development of Finzly's three-year strategic plan and establish a management scorecard for the senior leadership team.
• Design, modify, and implement financial infrastructure for a high-growth company with over 200 employees.

Requirements

• 10+ years of experience in a finance leadership role with a strong understanding of business metrics and processes in enterprise software / B2B SaaS.
• Proven experience in building teams and organizations in dynamic / high-growth environments.
• Strong knowledge of corporate finance and accounting theory, principles, and practices including GAAP, SaaS accounting, revenue recognition, and financial modeling.
• Understanding of current best practices in Revenue Operations in B2B SaaS.
• Demonstrated success in operationalizing financial best practices through systems, policy, and process.
• M&A experience is a plus.
• BS in finance or related field; MBA and/or CPA preferred.

Nice-to-haves

• Start-up, Investment Banking, Venture, and/or PE experience is a plus.