Jobs · Finance · Texas

VP, Finance & Treasurer

FinThrive · Plano, TX · 3 days ago
FinanceFull-time

About the Role

The Vice President, Finance & Treasurer serves as a senior finance leader responsible for the strategic direction, management, and oversight of the company's treasury, cash management, capital planning, financing activities, banking relationships, billing strategy and financial risk management. This role partners closely with executive leadership to optimize liquidity, strengthen financial performance, support growth initiatives, and maintain a disciplined capital structure. The role safeguards company assets, maintains productive relationships with lenders and financial institutions, supports strategic transactions, and provides executive-level financial guidance that enables sustainable growth and operational excellence.

What You Will Do

  • Lead the company's treasury function, including cash management, liquidity planning, capital allocation, and funding strategies
  • Establish and maintain treasury controls, governance processes, and risk management practices related to cash, investments, debt, and financial transactions
  • Develop and oversee short-term and long-term cash flow forecasting to maintain adequate liquidity and support business objectives
  • Manage relationships with banks, lenders, investors, insurance providers, and other financial partners
  • Direct borrowing, debt compliance, covenant management, and financing activities while optimizing capital structure and financing costs
  • Lead Billing Automation Strategy including establishment/maintenance of KPIs and leading the Billing team
  • Partner with Accounting, FP&A, Tax, Legal, and executive leadership to support enterprise planning and strategic initiative
  • Support the CFO in reviewing financial markets, interest-rate conditions, and industry trends to identify risks and opportunities affecting company performance
  • Lead treasury-related reporting and executive or board presentations concerning liquidity, debt management, capital planning, and financial risk exposure
  • Ensure compliance with internal policies, lender requirements, regulatory obligations, and applicable accounting standards
  • Oversee procurement strategy and program management, staff and goal attainment
  • Build and develop a high-performing finance and treasury team through coaching, leadership development, and succession planning
  • Assist with review of strategic investments, mergers and acquisitions, and other corporate development opportunities

What You Will Bring

  • Bachelor's degree in Finance, Accounting, Economics, or a related field
  • 12+ years of progressive experience in finance, treasury, corporate finance, banking, or capital markets
  • 5+ years of leadership experience managing finance or treasury teams
  • Strong expertise in treasury operations, cash flow forecasting, corporate banking, debt and credit facilities, capital planning, financial risk management, and working capital optimization
  • Demonstrated experience managing lender and banking relationships
  • Experience supporting executive leadership teams and boards of directors
  • Advanced financial modeling, forecasting, and analytical capabilities
  • Excellent executive communication and presentation skills, with the ability to influence senior leaders and drive cross-functional initiatives
  • Minimal travel, a couple of times per year

What We Would Like to See

  • MBA, master's degree in Finance, or a related discipline
  • CPA, CFA, CTP, or other finance-related professional certification
  • Experience in healthcare technology, SaaS, revenue cycle management, or a private equity-backed organization
  • Experience supporting mergers, acquisitions, refinancing transactions, or capital raises
  • Knowledge of treasury management systems and enterprise financial technology platforms
  • Experience leading enterprise-wide financial transformation initiatives

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