Equify Financial, LLC · 2 weeks ago
Director of Technology Strategy & Integration
DFW Metroplex
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expEquify Financial is an independent commercial finance company specializing in asset-backed lending solutions. They are seeking a seasoned technology leader to own the end-to-end strategy, integration, and optimization of their technology system stack, partnering closely with senior leadership to drive efficiencies and measurable outcomes across their lending platforms.
FinanceFinancial ServicesLeasing
Hiring Manager
Jacqueline Curb
Responsibilities
Define a 24–36 month technology roadmap aligned with growth objectives, funding structures, risk management, and operational KPIs
Translate finance goals (e.g., cost of funds optimization, portfolio yield, servicing efficiency, credit quality) into clear technology capabilities and sequencing
Build business cases, TCO models, and ROI analyses for platform investments, upgrades, and new capabilities
Architect and oversee integrations between Salesforce, Solifi ILS, Northteq, credit bureaus, Docusign eSignature, document management, payment gateways, GL/ERP, and data warehouses
Contribute to continuous integration standards (APIs, ETL/ELT patterns, event-driven architecture, data contracts) using modern middleware (e.g., Workato, IPAAS, Azure Integration Services)
Ensure data lineage, master data management, and reference data integrity across origination, underwriting, booking, servicing, collections, and reporting
Serve as executive Product Owner for the technology stack—prioritize backlogs, design scalable configurations, and drive adoption of best practices
Optimize Salesforce (Sales/Service/Experience Cloud), Solifi ILS (contract setup, billing, cash application, collateral management), and Northteq (LOS/portals/automation) for throughput and quality
Partner with Finance/Accounting and the Data Architecture team to automate reporting for portfolio performance, delinquency, charge-offs, residuals, advance rates, covenant monitoring, and other reports as needed by the business
Assist the data architecture team in the continued evolution of data pipelines into a governed data Lakehouse environment; provide direction on Power BI dashboards, operational scorecards, and executive reporting
Implement data quality and reconciliation controls (system-of-record clarity, trial balance tie-outs, subledger alignment to GL, etc.)
Assist the Governance team developing controls supporting SOX, GLBA, SOC2, reports, vendor due diligence, and audit readiness
Ensure secure-by-design architecture with strong IAM, role-based access, PII protection, retention policies, and robust DR/BCP
Lead cross-functional teams (Product, Architecture, Integration, Data) to deliver high-impact initiatives on time and budget
Manage vendor relationships (Solifi, Northteq, Salesforce, Tamarack) and negotiate SLAs, statements of work, and escalations, while holding vendors accountable for their scope of work
Implement agile methods with financial discipline (budget tracking, earned value, milestone gates)
Assist in translating structured finance strategies (e.g., securitizations, warehouse lines, syndications, managed accounts) into technology workflows and reporting needs
Work with IT to drive automation across booking, servicing, cash management, reconciliations, covenant reporting, and investor packages
Support scenario planning, stress testing, and analytics for capital allocation and risk-adjusted returns
Build and mentor a high-performing team; foster a culture of accountability, documentation rigor, and continuous improvement
Work with IT to establish clear roles (platform administration, integration engineering, data engineering, analytics) and succession plans
Champion change management—user training, adoption metrics, and feedback loops
Qualification
Required
At least ten (10) in enterprise technology leadership with at least seven (7) in lending/lease or structured financing (asset-based lending, equipment finance, specialty finance, or captive finance)
Hands-on expertise with Salesforce CRM, Solifi ILS (or similar servicing platforms), and Northteq (or similar origination/automation platforms)—including configuration, integrations, automation, reporting
Proven delivery of complex integrations across LOS/CRM/ILS/ERP/data warehouse using APIs and middleware (e.g., Workato, Azure)
Strong grasp of lending lifecycle: origination, underwriting, booking, servicing, collections, payoffs, residuals, remarketing, and accounting
Experience establishing controls aligned to SOX/GLBA, SOC 2, vendor risk management, and audit requirements
Advanced skills in data architecture, SQL, and BI (Power BI); familiarity with Python for analytics preferred, not required
Exceptional stakeholder management—able to translate finance objectives into technical plans and measurable outcomes
Familiarity with Microsoft Sharepoint, Onedrive, Box, and associated automated workflows
Preferred
Background in structured finance capital markets (securitizations, warehouse facilities, covenant reporting)
Certifications: Salesforce Admin/Platform App Builder, Workato, PMP/SAFe/Scrum are preferred not required
Cloud experience (Azure/AWS), microservices, event streaming (Kafka/Service Bus) preferred not required
Familiarity with eSignature (DocuSign/Adobe), KYC/AML, credit bureaus, ACH/lockbox, and other document management systems
Financial Acumen, specifically an understanding of cost of funds, yield, loss provisioning, residuals, and how systems impact them
Company
Equify Financial, LLC
Imagine a financial partner that will be with you throughout the life of your business.
51-200 employees
H1B Sponsorship
Equify Financial, LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
Funding
Current Stage
Growth StageTotal Funding
$100MKey Investors
JPMorgan Chase & Co.
2026-01-05Debt Financing· $100M
Leadership Team
Justin Wilks
Chief Executive Officer
Recent News
2026-01-05
Company data provided by crunchbase