Lendzi · 1 day ago
Chief Financial Officer
Austin, TX
Full-time
Hybrid
Lead/Staff, Director/Executive
$175K/yr - $200K/yr
3+ years expLendzi is a company dedicated to helping small businesses thrive through technology-driven financing. They are seeking a Chief Financial Officer (CFO) to lead their finance and accounting functions, overseeing both strategic and day-to-day operations of the business.
FinanceFinancial ServicesLendingReal Estate
Hiring Manager
Catherine Ricker, SPHR, SHRM-SCP, CCE
Responsibilities
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
Qualification
Required
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
Three or more years demonstrated success as a Controller or CFO
Preferred
Knowledge of Intuit QuickBooks is preferred
Knowledge of Zoho CRM and Centrex is a plus
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
Benefits
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.
Company
Lendzi
Lendzi is a financial consulting firm that offers a wide range of mortgage, disaster relief, real estate, personal, and student loans.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
David Halverson
Chief Executive Officer
Ryan K.
Co-Founder & Partner
Company data provided by crunchbase