Chief Financial Officer

We are a Family Office of a fast-growing portfolio of companies led by an industry-leading consumer lending company. Our channel is highly fragmented, providing for significant opportunity.

The company has originated over $1.25 billion, in loans and our next step is to scale our success to become the premier one-stop shop for consumer lending on a nationwide basis. To get there, we're looking for team members with true grit, an entrepreneurial spirit, and a burning desire to make their mark. 

We are seeking a highly motivated and resourceful individual to join the Executive Team. The position is based in Las Vegas, Nevada, one of the fastest-growing metropolitan areas in the US.  The Compensation package is competitive and based on experience and value added. Relocation assistance for the right candidate will be considered. 

CFO Roles/Responsibilities

• Financial Reporting (historical)
  • Ensure that the portfolio of companies have the appropriate financial controls, policies, procedures and systems in place to support their continued growth
  • Regular oversight and guidance for Director of Finance and team (accounting, payments, working capital, etc.) that centrally oversee all portfolio companies
  • Review and approve accounting policy and its application to the portfolio of companies’  financials
  • Establish controls appropriate for each portfolio company’s size, scale and industry
  • Review and approve purchases and payments
  • Review separate portfolio company’s P&L’s each month
  • Review quarterly financial reports to investors
• Financial and Operations Data Reporting (forward)
  • Establish a comprehensive reporting platform
  • Establish primary business key performance indicators
  • Work with reporting platform to aggregate and track key indicators
  • Review key indicators with executive team and revise based on outcomes and needs
• Financial Audit
  • Establish and maintain strong relationship with lead audit partner
  • Negotiate terms of engagement with auditor
  • Manage finance team to meet audit deliverables deadlines
  • Manage audit firm to deliver audit report prior to audit deadlines of our investors
• Strategy and Corporate Development/M&A
  • Maintain a view on the competitive landscape and acquisition targets
  • Support CEO in evaluating and closing strategic M&A opportunities
  • Provide modeling and analytical analysis of target opportunities
  • Work with legal counsel to negotiate legal documentation of deal
  • Manage acquisition and integration teams
  • Structure and manage new product and market initiatives committee

• Capital Markets/Treasury Management

• Identity and establish lending relationships and apply for financing at competitive rates utilizing traditional and non-traditional resources
• Organize, schedule, and contribute to private lender and investor meetings
• Prepare private lender and investor informational packages

• HR and Facilities
  • Review short and long-term priorities with head of HR
  • Oversee HR technology platform and automation initiatives
  • Act as primary liason with HR consultant to ensure compliance with federal and state requirements
  • Set facilities management objectives and review performance
  • Approve purchases of equipment
  • Develop a strategy for consumer-lending entity storefront footprint optimizing coverage and cost
  • Negotiate contracts, leases, and Letters of Intent for all future and renewing locations
  • Settle any disputes with landlords for the safety, security and betterment of the Companies’ employees

• Compliance
  • Develop and manage overall portfolio companies’ compliance activities, creating a structured and well-trained department of professional overseeing a robust compliance and audit program
  • Set priorities and manage day-to-day activities for compliance personnel
  • Chair of Compliance Committee: Hold periodic compliance committee meetings (at least quarterly)
  • Report key compliance metrics to executive management on quarterly basis
  • Lead responses to compliance audit inquiries
  • Participate in compliance audits and report results to executive management
  • Coordinate and collaborate with Head of IT on InfoSec elements of compliance function

• Vendor management
  • Ensure proper vendor management procedures are in place and are followed
  • Establish and maintain a strong relationship with critical vendors (or make sure that executive sponsorship is in place)
  • Negotiate the financial terms of each significant vendor
  • Periodic review terms of existing vendors and renegotiate terms as necessary
  • Collaborate with Legal to review and finalize legal contract

Requirements for Education and/or Experience:

• Completion of a Bachelor’s degree in Accounting or Business Administration at an accredited college or university or equivalent work experience
• Completion of a master’s degree in Accounting or Business administration at an accredited college or university preferred and/or Certified Public Accountant (CPA)
• Ten+ years of experience in high-level business-related field or public accounting
• Expansion of business and operational experience