Head of Finance

About Coviance

Coviance is a leading fintech company transforming the way community financial institutions originate home equity loans. Our platform streamlines the lending process through automation, helping banks and credit unions deliver a faster, more efficient borrower experience.

At Coviance, we're passionate about innovation, collaboration, and helping our clients succeed. As we continue to scale, we are seeking a strategic and hands-on Head of Finance to build and lead our financial operations while serving as a trusted advisor to executive leadership and the Board of Directors.

Summary

The Head of Finance will serve as the senior financial leader for Coviance, responsible for overseeing all aspects of finance, financial planning, reporting, and select administrative functions. This role combines strategic leadership with operational execution and will play a critical role in guiding the company's growth, profitability, capital strategy, and long-term value creation.

What You'll Do

Financial Leadership & Strategy

• Serve as the company's senior finance leader and strategic partner to the CEO, executive team, and Board of Directors.
• Provide financial and operational insights that support decision-making and company growth initiatives.
• Develop and maintain long-term financial strategies aligned with business objectives.
• Evaluate business opportunities, investments, partnerships, and major commercial agreements from a financial and strategic perspective.
• Assist leadership in assessing future fundraising opportunities, capital strategies, and potential exit scenarios.

Financial Planning & Analysis

• Lead budgeting, forecasting, financial modeling, and long-range planning processes.
• Develop key performance indicators (KPIs) and financial metrics to monitor company performance.
• Analyze business trends and operational results, providing actionable recommendations to improve profitability and efficiency.
• Support strategic planning through data-driven analysis and scenario modeling.

Finance-Oriented Operations

• Oversee day-to-day finance-oriented operations, ensuring accuracy, compliance, and scalability.
• Lead monthly, quarterly, and annual financial reporting processes.
• Establish and improve financial controls, processes, and systems to support a growing organization.
• Ensure timely preparation of financial statements and management reporting packages.
• Manage cash flow planning, treasury activities, and working capital optimization.

Compliance, Audit & Risk Management

• Oversee relationships with external auditors, tax advisors, insurance brokers, and other professional service providers.
• Ensure compliance with financial reporting requirements, tax obligations, and industry-specific regulations.
• Manage annual audits and related reporting activities.
• Support risk management initiatives and corporate governance requirements.

Board & Investor Relations

• Prepare board materials and financial presentations for Board of Directors meetings.
• Present financial results, forecasts, and strategic recommendations to executive leadership and the Board.
• Support investor communications, due diligence efforts, fundraising activities, and strategic transactions.

Team Leadership

• Lead, mentor, and develop finance team members.
• Foster a culture of accountability, collaboration, and continuous improvement.
• Build organizational capabilities and scalable processes to support future growth.

Qualifications

Required

• Bachelor's degree in Accounting, Business Administration, Economics, Finance, or related field.
• MBA, CPA, CFA, or equivalent advanced financial credential.
• 15+ years of progressive finance and accounting experience, including leadership responsibility for teams and business operations.
• Demonstrated experience reporting to executive leadership and Boards of Directors.
• Strong expertise in financial planning, forecasting, modeling, and strategic analysis.
• Experience leading financial reporting, audit, tax, and compliance functions.
• Proven ability to translate complex financial data into clear business recommendations.
• Exceptional communication, presentation, and stakeholder management skills.

Preferred

• Experience within a high-growth technology, SaaS, fintech, or financial services organization.
• Experience supporting investment banking, venture capital, private equity, mergers and acquisitions, fundraising, recapitalizations, or other strategic transactions.
• Familiarity with investor relations and capital markets activities.
• Experience implementing and scaling financial systems, processes, and controls in a growing company.

Why Join Coviance?

At Coviance, you'll have the opportunity to make a significant impact on a growing fintech company that is reshaping the lending industry. You'll work alongside a collaborative leadership team, influence company strategy, and help guide the next stage of growth.

Coviance offers a competitive compensation package, comprehensive benefits, and a culture that values innovation, accountability, and continuous improvement.