Talent.com
Chief Financial Officer
Chief Financial Officerfinzly • Charlotte, NC, United States
Chief Financial Officer

Chief Financial Officer

finzly • Charlotte, NC, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.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!

    • #J-18808-Ljbffr

    [job_alerts.create_a_job]

    Chief Financial Officer • Charlotte, NC, United States

    [internal_linking.similar_jobs]
    Interim CFO

    Interim CFO

    Alvarez & Marsal • Charlotte, NC, United States
    [job_card.full_time] +1
    Alvarez & Marsal Private Equity Performance Improvement.Alvarez & Marsal, a leading independent global professional services firm, specializing in providing turnaround management, performance impro...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Board Certified Medical Director (Internal Medicine / Family Medicine)- Statesville, NC

    Board Certified Medical Director (Internal Medicine / Family Medicine)- Statesville, NC

    ProTouch Staffing • Statesville, NC, US
    [job_card.part_time]
    Medical Director - Skilled Nursing Facility (Part-Time).Internal Medicine or Family Medicine.Statesville, NC (covering 2 nearby nursing homes). Part-time, 3 days / week (6-8 hours per day).We are seek...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Chief Financial Officer

    Chief Financial Officer

    Finzly • Charlotte, NC, United States
    [job_card.full_time]
    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...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Chief Financial Officer (CFO)

    Chief Financial Officer (CFO)

    Charlotte Community Health Clinic • Charlotte, NC, United States
    [job_card.full_time]
    Charlotte Community Health Clinic.Be among the first 25 applicants.This range is provided by Charlotte Community Health Clinic. Your actual pay will be based on your skills and experience — talk wit...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Interim CFO - PE Portco

    Interim CFO - PE Portco

    E78 Talent • Charlotte, NC, US
    [job_card.temporary]
    A private equity–backed contract manufacturing company is seeking an.Lead finance and accounting functions, ensuring accuracy in reporting, budgeting, and forecasting. Drive cash flow forecasting to...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    VP - Senior Financial Officer - P&C

    VP - Senior Financial Officer - P&C

    Charlotte Staffing • Charlotte, NC, US
    [job_card.full_time]
    VP, Senior Financial Officer (SFO).At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service, and trusted advice.We seek ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Chief Financial Officer

    Chief Financial Officer

    Pierson Wireless • Charlotte, NC, United States
    [job_card.full_time]
    Pierson Wireless is a leading telecommunication systems integrator specializing in cellular enhancement, private data networks, public safety communication systems, and network maintenance.Serving ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Chief Financial Officer (CFO)

    Chief Financial Officer (CFO)

    US Lawns • Charlotte, NC, United States
    [job_card.full_time]
    Controller, Revenue Cycle Supervisor, Senior Accountant, Staff Accountant, Accounts Payable Specialist.The Chief Financial Officer (CFO) is responsible for providing strategic financial leadership ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    AVP - Cash Reconciliation

    AVP - Cash Reconciliation

    Vaco by Highspring • Fort Mill, SC, US
    [job_card.permanent]
    Our client is a well-established, Fortune 500 technology-enabled financial services organization experiencing ongoing growth and transformation. The company fosters a collaborative and dynamic cultu...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Analyst (Mid-Level) - CFO

    Financial Analyst (Mid-Level) - CFO

    USAA • CHARLOTTE, North Carolina, United States
    [job_card.full_time]
    At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Chief Financial Officer

    Chief Financial Officer

    finzly • Charlotte, NC, United States
    [job_card.full_time]
    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 p...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Chief Revenue Officer

    Chief Revenue Officer

    CPI Security • Charlotte, NC, US
    [job_card.full_time]
    CPI Security is seeking a dynamic and results-driven Chief Revenue Officer (CRO) to join our executive leadership team and lead the company through its next phase of strategic growth.The CRO will d...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Chief Financial Officer (CFO)

    Chief Financial Officer (CFO)

    Firstcallgolf • Charlotte, NC, United States
    [job_card.full_time]
    If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Full Time Exec Senior Level CHARLOTTE, NC...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Director I

    Financial Director I

    Truist • Charlotte, NC, US
    [job_card.full_time] +2
    This role provides financial leadership for a specialized sub-segment (e.Digital, Deposits, Enablement), supporting a mid-size portfolio. It ensures accurate financial reporting, contributes to tact...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Physician Cardiology - Competitive Salary

    Physician Cardiology - Competitive Salary

    The Curare Group, Inc • Statesville, NC, US
    [job_card.full_time]
    Due to market expansion and an increasing patient base, the heart and vascular practice near Charlotte, NC, is seeking a Board Certified / Board Eligible General Cardiologist to join their team.The r...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Field Sales Representative

    Field Sales Representative

    TruGreen • 28035, NC, US
    [job_card.full_time]
    Quality Drive, Charlotte, North Carolina 28278.TruGreen accepts applications on an ongoing basis.As a TruGreen Field Sales Representative, you’ll be the welcoming face out in the neighborhood...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Chief Financial Officer

    Chief Financial Officer

    Robert Walters • Charlotte, NC, United States
    [job_card.full_time]
    This range is provided by Robert Walters.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. The ideal candidate will be responsible for financial s...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    GROUP CHIEF FINANCIAL OFFICER

    GROUP CHIEF FINANCIAL OFFICER

    Millennium Advisors, LLC • Charlotte, NC, United States
    [job_card.full_time]
    Group Chief Financial Officer (CFO).Millennium is seeking a Chief Financial Officer (“CFO”) of its parent company, Millennium Consolidated Holdings, LLC, which wholly owns the US broker-dealer Mill...[show_more]
    [last_updated.last_updated_30] • [promoted]