finzly · 20 hours ago
Chief Financial Officer
Charlotte, NC
Full-time
Onsite
Director/Executive
10+ years expFinzly is a company headquartered in Charlotte, NC, focused on transforming banking and payments. They are seeking a Chief Financial Officer to professionalize the finance organization, establish processes to accelerate growth, and act as an enterprise leader in the banking software market.
BankingFinanceFinancial Exchanges
Hiring Manager
Marissa Maravilla
Responsibilities
Design, modify, and implement financial infrastructure for a 200+ employee company in high-growth mode, spanning various areas such as financial reporting, analysis, budgeting, cashflow, investment priorities, and accounting
Ownership of financial models for fundraising, showcase Finzly’s value, and manage investor relationship
Drive the budgeting and forecasting process at the global and departmental level that leads to predictability and consistency in forecasting. Develop meaningful monthly and annual financial reporting to 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. Responsible for protecting 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
Qualification
Required
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
Strong knowledge of corporate finance and accounting theory, principles, and practices to include 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
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 various areas such as financial reporting, analysis, budgeting, cashflow, investment priorities, and accounting
Ownership of financial models for fundraising, showcase Finzly's value, and manage investor relationship
Drive the budgeting and forecasting process at the global and departmental level that leads to predictability and consistency in forecasting. Develop meaningful monthly and annual financial reporting to 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. Responsible for protecting 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
Preferred
Start-up, Investment Banking, Venture and/or PE experience a plus
M&A experience is a plus
BS in finance/related; MBA and/or CPA preferred
Benefits
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!
Company
finzly
Finzly provides real-time software and apps solutions for payments, online banking, lending, trade finance and foreign exchange.
201-500 employees
H1B Sponsorship
finzly 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 (8)
2024 (10)
2023 (9)
2022 (8)
2021 (6)
2020 (7)
Funding
Current Stage
Growth StageTotal Funding
$10MKey Investors
TZP Group
2023-10-18Series A· $10M
Leadership Team
Booshan Rengachari
Founder & CEO
Recent News
2025-11-15
FinTech Global
2025-10-23
2025-10-22
Company data provided by crunchbase