What you’ll do

Become part of an iconic brand that is set to revolutionize the electric pick-up truck & rugged SUV marketplace by achieving the following:

The Director, Enterprise Financial Planning serves as the central financial steering and consolidation point for the company. This role brings together inputs from all business controlling teams, ensures alignment to enterprise financial targets, and supports executive decision-making through integrated planning, forecasting, reporting, and scenario analysis. This role also owns the company’s official forecasts and long-term plans submitted to our parent company, supports multi-entity planning and consolidation as the organization grows, and plays a key role in finance governance and company-wide policy review.

Key Responsibilities

Enterprise Financial Steering & Consolidation

• Act as the central coordination and steering point for financial planning across all business controlling teams, including Product Controlling, Production Controlling, Investment Controlling, Corporate Controlling, and Commercial Controlling.
• Consolidate, review, and challenge inputs from each team to ensure the combined enterprise plan aligns with financial targets, constraints, and strategic priorities.
• Facilitate trade-off discussions across functions when individual plans are misaligned with enterprise objectives, and drive alignment to the “one-company” view.
• Ensure consistency across assumptions, timing, definitions, and methodologies used in company-wide plans.

Official Forecasting, Long-Range Planning & Parent Company Reporting

• Own the company’s official enterprise forecasts submitted throughout the year.
• Lead long-range financial planning, integrating operating plans, investment strategies, and financial capacity.
• Serve as the primary finance interface for forecast and planning submissions to the parent company, including preparing executive-ready materials and narratives.

Enterprise Planning Across Multiple Entities

• Consolidate forecasts, plans, and scenarios across multiple legal entities and operating units into a single enterprise financial view.
• Ensure consistent assumptions, timing, and treatment of intercompany activities within enterprise planning models.
• Partner closely with Accounting to align planning-level views with legal-entity structures and group reporting requirements.
• Support the evolution of enterprise planning processes and models as the company adds new entities, operations, and complexity over time.

Integrated Financial Modeling

• Maintain and evolve the integrated enterprise financial model connecting the income statement, balance sheet, and cash flow.
• Maintain an integrated enterprise financial model that supports multi-entity planning and consolidation across the income statement, balance sheet, and cash flow.
• Translate functional and operational forecasts into enterprise-level impacts, including liquidity, working capital, and capital deployment.
• Partner closely with Accounting, Treasury, and Tax to ensure plans are financially sound, executable, and aligned to external reporting realities.

Enterprise Performance Reporting, Risks & Opportunities

• Lead enterprise-level financial reporting for executive leadership, internal steering forums, and parent-company reviews.
• Own the enterprise financial narrative: what happened, why it happened, and what management actions are required.
• Identify, quantify, and communicate enterprise-level risks and opportunities, including sensitivities and early-warning indicators.
• Drive scenario planning to support decision making under uncertainty and highlight key trade-offs for leadership.

Planning Standards & Ways of Working

• Define and help enforce enterprise planning standards, assumptions frameworks, timelines, and version control.
• Promote disciplined planning governance and a single source of financial truth across controlling teams and entities.
• Support the evolution of enterprise planning processes, tools, and reporting as the company grows.

Location & Travel Expectations:

• This role may be based out of the Scout Motors corporate headquarters in Charlotte, NC. 
• This role requires 4-5 days per week in the office, with regular in-person meetings and events. 
• Applicants should expect that the role will require the ability to convene with Scout colleagues in person and travel to participate in events on behalf of the company from time to time.
• Occasional business travel (mostly domestic, occasionally international) to other locations will be required.

What you’ll bring 

We expect all Scout employees to have integrity, curiosity, resourcefulness, and strive to exhibit a positive attitude, as well as a growth mindset. You’ll be comfortable with change and flexible in a fast-paced, high-growth environment. You’ll take a collaborative approach to achieve ambitious goals. Here's what else you'll bring:

• 12+ years of experience in enterprise financial planning, FP&A, controlling, or corporate finance.
• Demonstrated experience acting as a company-wide financial integrator or steering lead.
• Experience supporting multi-entity planning and consolidation in a growing or complex organizational structure.
• Strong understanding of integrated financial statements and cash flow dynamics.
• Proven ability to challenge assumptions, balance competing priorities, and drive alignment across teams.
• Experience preparing and presenting executive-level and parent-company reporting materials.
• Advanced proficiency with Excel; comfort operating in ERP and planning tool environments.
• Advanced financial modeling skills and comfort with planning tools and complex data sets.
• CPA or Certified Management Accountant (CMA) preferred, but not require

What you'll gain

The benefits of joining Scout include the chance to build products and a company from the ground up.  This is a chance to create something new and lasting – with an iconic brand at its foundation.  In addition, Scout provides competitive compensation and benefits to support your physical, mental, and financial wellbeing. Program specifics are detailed in company policies and employee benefit guides, select highlights:

• Competitive insurance including:
  • Medical, dental, vision and income protection plans
• 401(k) program with:
  • An employer match and immediate vesting
• Generous Paid Time Off including:
  • 20 days planned PTO, as accrued
  • 40 hours of unplanned PTO and 14 company or floating holidays, annually
  • Up to 16 weeks of paid parental leave for biological and adoptive parents of all genders
  • Paid leave for circumstances related to bereavement, jury duty, voting time, or military leave
• Corporate Vehicle Program with:
  • Eligibility for 1 assigned vehicle
  • A mobility stipend

Pay Transparency

This is a full-time, exempt position eligible to receive a base salary and to participate in an annual performance bonus program. Final salary offered will be determined based on factors including but not limited to the candidate's skills and experience. The annual performance bonus program is preset and not candidate dependent.

Initial Base Salary Range: $170,000.00 - $206,250.00

Internal Leveling Code: M6

What you’ll do

Become part of an iconic brand that is set to revolutionize the electric pick-up truck & rugged SUV marketplace by achieving the following:

The Manager, Treasury Operations is responsible for the daily cash disposition, bank account management, and payment processing of the enterprise. In addition, the role will support in the company’s liquidity planning, treasury workstation testing and integration, and additional projects as directed by the Sr. Director, Treasury and/or the Chief Financial Officer. It has managerial responsibilities for account management specialist and analysts as part of the Treasury team.

Key Responsibilities

• Prepare the daily cash disposition (including prior day reconciliation) for all bank accounts
• Lead for the SAP treasury workstation utilization, including working with IT teams located in the United States, Germany, and Czech Republic on system enhancements or production incidents
• Analyze and mitigate current FX exposures by preparing and submitting accurate FX spot deal orders to buy or sell foreign currencies
• Primary contact for internal and external auditors for any cash management related documentation requests, process walk-throughs, and explanations
• Approve and release manual payments via bank software
• Resolve payment issues with banking partners or relevant IT teams to ensure payments settle with determined value date
• Maintain and enforce bank account management policies
• Proactively engage key business areas to collect and understand the business to accurately forecast cash inflows and outflows
• Provide insights and information to Sr. Director, Treasury for strategic liquidity planning activities
• Manage and administer Scout’s corporate charge card program.
• Provide regular reporting to the CFO and Finance Management Team on Scout’s liquidity position and forecast
• Responsible for various governance, risk, and compliance initiatives
• Support both internal and external legal teams with respect to ISDA negotiations for Scout Motors Inc.
• Coordinate hedge accounting related topics with Scout Accounting and Volkswagen Group’s Hedge Accounting team.

Location & Travel Expectations:

• This role may be based out of the Scout Motors corporate headquarters in Charlotte, NC. 
• This role requires 4-5 days per week in the office, with regular in-person meetings and events. 
• Applicants should expect that the role will require the ability to convene with Scout colleagues in person and travel to participate in events on behalf of the company from time to time.
• Occasional business travel (mostly domestic, occasionally international) to other locations will be required.

What you’ll bring 

We expect all Scout employees to have integrity, curiosity, resourcefulness, and strive to exhibit a positive attitude, as well as a growth mindset. You’ll be comfortable with change and flexible in a fast-paced, high-growth environment. You’ll take a collaborative approach to achieve ambitious goals. Here's what else you'll bring:

• Bachelor's degree with a concentration in accounting, finance, or economics
• 7-10 years experience in corporate treasury or banking
• Excellent interpersonal, verbal, and written communication skills
• Ability to build sustainable relationships with internal colleagues, senior management, banking partners, external consultants, etc.
• Influencing and negotiating skills; assertive when needed
• Ability to multi-task and organize multiple projects and tasks
• Effective analytical and conceptual skills to develop and drive strategic solutions to technical and business related challenges
• Proven ability to lead, manage, and supervise project teams
• Working knowledge of treasury workstations, with respect to cash management and payments
• Practical IT knowledge of modern IT concepts (i.e. visual basic macros, job scripting, etc.)

What you'll gain

The benefits of joining Scout include the chance to build products and a company from the ground up.  This is a chance to create something new and lasting – with an iconic brand at its foundation.  In addition, Scout provides competitive compensation and benefits to support your physical, mental, and financial wellbeing. Program specifics are detailed in company policies and employee benefit guides, select highlights:

• Competitive insurance including:
  • Medical, dental, vision and income protection plans
• 401(k) program with:
  • An employer match and immediate vesting
• Generous Paid Time Off including:
  • 20 days planned PTO, as accrued
  • 40 hours of unplanned PTO and 14 company or floating holidays, annually
  • Up to 16 weeks of paid parental leave for biological and adoptive parents of all genders
  • Paid leave for circumstances related to bereavement, jury duty, voting time, or military leave
• Corporate Vehicle Program with:
  • Eligibility for 1 assigned vehicle
  • A mobility stipend

Pay Transparency

This is a full-time, exempt position eligible to receive a base salary and to participate in an annual performance bonus program. Final salary offered will be determined based on factors including but not limited to the candidate's skills and experience. The annual performance bonus program is preset and not candidate dependent.

Initial Base Salary Range: $120,000.00 - $145,000.00

Internal Leveling Code: M8

What you’ll do

Become part of an iconic brand that is set to revolutionize the electric pick-up truck & rugged SUV marketplace by achieving the following:

The Sr. Director of Treasury and Insurance will lead all Treasury activities for Scout Motors, ensuring robust liquidity management, capital structure management across different legal entities, and both front and back-office infrastructure scaling as the company approaches start of production. It is also responsible for fostering key banking and captive finance relationships in a capital-intensive environment.

This role is heavily focused on Treasury Operations and also provides executive steering of the Insurance and Risk team, which has robust day-to-day operations and similar scaling responsibilities. The role is responsible for supporting a high-growth, capital-intensive automotive startup by building and managing best-in-class treasury infrastructure, banking relationships, and risk frameworks.

Key Responsibilities

• Advance and execute the company's overall treasury strategy, including cash management, debt financing, investment, and risk management
• Build and provide leadership to the Treasury and Insurance teams and oversee daily operations
• Monitor, manage, and report the company's cash flows to ensure adequate liquidity for operations, investments, and debt servicing for entities in the United States and Canada
• Manage the company's debt portfolio, including issuing, refinancing, and retiring debt, seeking to reduce financing costs and improve financial flexibility
• Implement cash forecasting processes to optimize cash utilization strategies
• Develop and implement risk management strategies to mitigate financial exposure, including foreign exchange and interest rate risks
• Negotiate favorable terms and conditions for banking services, credit facilities, and other treasury-related agreements
• Establish and implement policies, controls, and systems, in alignment with corporate standards
• Maintain and nurture relationships with banking partners, financial institutions, and credit rating agencies
• Direct the oversight of the company's insurance portfolios, including assessing coverage needs, managing relationships with brokers and carriers, and optimizing strategies with various business departments to mitigate risks
• Maintain and expand relevant functional systems and technology to improve efficiency and accuracy in treasury operations

Location & Travel Expectations:

• This role may be based out of the Scout Motors corporate headquarters in Charlotte, NC. 
• This role requires 4-5 days per week in the office, with regular in-person meetings and events. 
• Applicants should expect that the role will require the ability to convene with Scout colleagues in person and travel to participate in events on behalf of the company from time to time.
• Occasional business travel (mostly domestic, occasionally international) to other locations will be required.

What you’ll bring 

We expect all Scout employees to have integrity, curiosity, resourcefulness, and strive to exhibit a positive attitude, as well as a growth mindset. You’ll be comfortable with change and flexible in a fast-paced, high-growth environment. You’ll take a collaborative approach to achieve ambitious goals. Here's what else you'll bring:

• Education/Certifications: A bachelor’s degree in finance, accounting, or a related field (advanced degree or CTP designation is a plus).
• Years of Experience required in type of role: 15+ years of experience in Treasury and Financial operations, preferably in an manufacturing and product-based industry with significant management experience.
• Strong written and verbal communication skills with the capability to explain complex financial concepts to non-experts and present to senior management and stakeholders
• Expert knowledge of financial and treasury principles, including cash management, debt financing, risk management, investment strategies, and insurance oversight
• Strong analytical and problem-solving skills, with the ability to make informed financial decisions
• Leadership and team management abilities, with a track record of building and leading high-performing teams
• Ability to influence and collaborate across functions, including Legal, Operations, Logistics, IT, Sales Operations, and external advisors
• Detail-oriented, with a commitment to accuracy and thoroughness in financial reporting and compliance
• Proficiency in treasury management systems (SAP TRM), ERP software (SAP FI/CO), Microsoft Excel, PowerBI, and online banking portals
• Adaptability to changing financial regulations, industry trends, and technology

What you'll gain

The benefits of joining Scout include the chance to build products and a company from the ground up.  This is a chance to create something new and lasting – with an iconic brand at its foundation.  In addition, Scout provides competitive compensation and benefits to support your physical, mental, and financial wellbeing. Program specifics are detailed in company policies and employee benefit guides, select highlights:

• Competitive insurance including:
  • Medical, dental, vision and income protection plans
• 401(k) program with:
  • An employer match and immediate vesting
• Generous Paid Time Off including:
  • 20 days planned PTO, as accrued
  • 40 hours of unplanned PTO and 14 company or floating holidays, annually
  • Up to 16 weeks of paid parental leave for biological and adoptive parents of all genders
  • Paid leave for circumstances related to bereavement, jury duty, voting time, or military leave
• Corporate Vehicle Program with:
  • Eligibility for 1 assigned vehicle
  • A mobility stipend

Pay Transparency

This is a full-time, exempt position eligible to receive a base salary and to participate in an annual performance bonus program. Final salary offered will be determined based on factors including but not limited to the candidate's skills and experience. The annual performance bonus program is preset and not candidate dependent.

Initial Base Salary Range: $210,000.00 - $255,000.00

Internal Leveling Code: M5

What you’ll do

Become part of an iconic brand that is set to revolutionize the electric pick-up truck & rugged SUV marketplace by achieving the following:

The Director of Finance Operations will lead multiple Finance functions for Scout Motors, ensuring benchmark accuracy, timeliness, and innovative practices for the Finance department. The role is responsible for 1) Corporate Functions Controlling, 2) Accounting, and 3) Payroll. The Director will drive financial discipline, enhance processes, and ensure compliance while partnering closely with business leaders to support strategic decision-making. As Scout Motors is a start-up, the Director is often tasked with defining and solving new challenges within the company to ensure high financial standards are maintained.

Key Responsibilities

Leadership & Operational Excellence

• Build, lead, and develop a high-performing finance operations team
• Establish and enforce strong internal controls and governance frameworks
• Identify opportunities for automation and process optimization
• Partner cross-functionally to improve financial visibility and decision-making
• Support strategic initiatives, including system implementations and scaling efforts

Controlling of Corporate Functions

• Serve as the head of the Controlling Team responsible for Scout Corporate Functions (e.g., HR, IT, Legal, Finance, Administration, Procurement, Executive, Compliance)
• Lead budgeting, forecasting, and financial planning processes for corporate cost centers
• Provide variance analysis and actionable insights to department leaders
• Ensure cost discipline and alignment with company financial targets
• Develop and maintain financial models to support strategic initiatives
• Drive transparency and accountability across corporate spending

Accounting Oversight

• Oversee the Scout Accounting department, which is responsible for all aspects of the function, including general ledger, accounts payable, accounts receivable, and fixed assets
• Ensure timely and accurate month-end, quarter-end, and year-end close processes
• Interface with the shareholders’ Group Accounting functions to maintain IFRS compliance and practices
• Oversee preparation of financial statements and supporting schedules
• Manage audits (external and internal), ensuring readiness and resolution of findings
• Drive continuous improvement in accounting processes, systems, and controls

Payroll Oversight

• Oversee the Scout Payroll department, which is responsible for end-to-end payroll operations, ensuring accuracy, timeliness, and compliance
• Ensure adherence to federal, state, and local payroll regulations
• Partner with HR to manage employee data integrity and compensation changes
• Implement and maintain robust payroll controls and audit processes

Location & Travel Expectations:

• This role may be based out of the Scout Motors corporate headquarters in Charlotte, NC. 
• This role requires 4-5 days per week in the office, with regular in-person meetings and events. 
• Applicants should expect that the role will require the ability to convene with Scout colleagues in person and travel to participate in events on behalf of the company from time to time.
• Occasional business travel (mostly domestic, occasionally international) to other locations will be required.

What you’ll bring 

We expect all Scout employees to have integrity, curiosity, resourcefulness, and strive to exhibit a positive attitude, as well as a growth mindset. You’ll be comfortable with change and flexible in a fast-paced, high-growth environment. You’ll take a collaborative approach to achieve ambitious goals. Here's what else you'll bring:

• Education/Certifications: A bachelor’s degree in finance, accounting, or a related field (advanced degrees or functional accreditations (CMA, CPA) a plus.
• Years of Experience required in type of role: 12+ years of experience in various Finance disciplines, preferably in an manufacturing and product-based industry with significant management experience.
• Strong written and verbal communication skills with the capability to explain complex financial concepts to non-experts and present to senior management and stakeholders
• Expert knowledge of financial and treasury principles, including cash management, debt financing, risk management, investment strategies, and insurance oversight
• Strong analytical and problem-solving skills, with the ability to make informed financial decisions
• Leadership and team management abilities, with a track record of building and leading high-performing teams
• Ability to influence and collaborate across functions, including Legal, Operations, Logistics, IT, Sales Operations, and external advisors
• Detail-oriented, with a commitment to accuracy and thoroughness in financial reporting and compliance
• Proficiency in, ERP software (SAP FI/CO), Microsoft Excel and analytic toolsets
• Adaptability to changing financial regulations, industry trends, and technology

What you'll gain

The benefits of joining Scout include the chance to build products and a company from the ground up.  This is a chance to create something new and lasting – with an iconic brand at its foundation.  In addition, Scout provides competitive compensation and benefits to support your physical, mental, and financial wellbeing. Program specifics are detailed in company policies and employee benefit guides, select highlights:

• Competitive insurance including:
  • Medical, dental, vision and income protection plans
• 401(k) program with:
  • An employer match and immediate vesting
• Generous Paid Time Off including:
  • 20 days planned PTO, as accrued
  • 40 hours of unplanned PTO and 14 company or floating holidays, annually
  • Up to 16 weeks of paid parental leave for biological and adoptive parents of all genders
  • Paid leave for circumstances related to bereavement, jury duty, voting time, or military leave
• Corporate Vehicle Program with:
  • Eligibility for 1 assigned vehicle
  • A mobility stipend

Pay Transparency

This is a full-time, exempt position eligible to receive a base salary and to participate in an annual performance bonus program. Final salary offered will be determined based on factors including but not limited to the candidate's skills and experience. The annual performance bonus program is preset and not candidate dependent.

Initial Base Salary Range: $170,000.00 - $206,250.00

Internal Leveling Code: M6

What you’ll do

Become part of an iconic brand that is set to revolutionize the electric pick-up truck & rugged SUV marketplace by achieving the following:

• Create and maintain a dynamic view of competitor sales, pricing, mix, incentive tactics and inventory levels for use in planning exercises.
• Develop and manage an active portfolio of commercial offers, tracking each for effectiveness on an ongoing basis.
• Communicate programs to frontline employees and ensure their understanding of all programs and offers.
• Actively solicit and incorporate frontline feedback and shopping data for use in future offer development.
• Ensure the compliance of all programs in each dimension from planning to execution.
• Build strong cross-functional relationships with internal and external stakeholders including Finance, Treasury, Accounting, Retail Finance, Sales, and Retail Operations.

Location & Travel Expectations:

• This role will be based out of the Scout Motors corporate headquarters in Charlotte, NC. 
• This role requires daily attendance in the office, with regular in-person meetings and events. 
• Applicants should expect that the role will require the ability to convene with Scout colleagues in person and travel to participate in events on behalf of the company from time to time.

What you’ll bring 

We expect all Scout employees to have integrity, curiosity, resourcefulness, and strive to exhibit a positive attitude, as well as a growth mindset. You’ll be comfortable with change and flexible in a fast-paced, high-growth environment. You’ll take a collaborative approach to achieve ambitious goals. Here's what else you'll bring: 

• 5+ years of experience developing and managing OEM sales programs, monitoring in-market competitiveness, and optimizing limited resources to accomplish sales and profit objectives.
• Deep analytical skills and comfort in creating robust, scalable program cost forecasts that can be easily integrated into a larger Planning data environment.
• Experience leveraging large and broadly varied data sets and analytical methods to create a clear, numbers-driven recommendation, and building consensus around that recommendation.
• A strategic mindset with strong analytical and technical depth, comfortable leveraging data tools and systems to inform decisions.
• A track record of driving cross-functional alignment across stakeholder functions.
• Experience creating and refining forecasts using multiple diverse data points, with a view toward adapting artificial intelligence and automation over time.
• A bias for collaboration and innovation — you build bridges, not silos, and see ambiguity as opportunity.
• A desire to shape the future of an iconic American brand as it redefines capability and electrification in the modern era.
• Minimum of High School Diploma, GED or equivalent required for all roles at Scout Motors, Inc.

What you'll gain

The benefits of joining Scout include the chance to build products and a company from the ground up.  This is a chance to create something new and lasting – with an iconic brand at its foundation.  In addition, Scout provides competitive compensation and benefits to support your physical, mental, and financial wellbeing. Program specifics are detailed in company policies and employee benefit guides, select highlights:

• Competitive insurance including:
  • Medical, dental, vision and income protection plans
• 401(k) program with:
  • An employer match and immediate vesting
• Generous Paid Time Off including:
  • 20 days planned PTO, as accrued
  • 40 hours of unplanned PTO and 14 company or floating holidays, annually
  • Up to 16 weeks of paid parental leave for biological and adoptive parents of all genders
  • Paid leave for circumstances related to bereavement, jury duty, voting time, or military leave

Pay Transparency

This is a full-time, exempt position eligible to receive a base salary and to participate in an annual performance bonus program. Final salary offered will be determined based on factors including but not limited to the candidate's skills and experience. The annual performance bonus program is preset and not candidate dependent.

Initial base salary range = $70,000.00 - $85,000.00

Internal leveling code: IC10

What you’ll do

Become part of an iconic brand that is set to revolutionize the electric pick-up truck & rugged SUV marketplace by achieving the following:

• Lead strategic IT Finance initiatives and provide visionary leadership in the design, development, and implementation of ERP Finance solutions 
• Collaborate with business domain leads and Application vendors to understand requirements and technical capabilities to identify opportunities to leverage IT applications to improve business processes and drive efficiency 
• This role focuses on aligning ERP Finance capabilities with enterprise-wide financial strategies, ensuring seamless integration, scalability, and compliance 
• Acting as a trusted advisor to solution teams and managers, the architect will bridge technical expertise and financial business priorities to deliver scalable, high-impact solutions 
• Serve as a trusted technical advisor to the Finance IT Business Partner, offering insights on SAP Finance direction and proactive steps 
• Collaborate with other Solution Architects and Application Vendors to ensure alignment across all financial systems and other enterprise systems 
• Operate independently, identifying strategic finance-related initiatives and driving them to completion 
• Lead critical SAP Finance projects such as S/4HANA implementation, and integrations with external financial systems 
• Foster strong relationships between IT and Finance and Accounting departments, aligning technical solutions with financial goals 
• Stay ahead of emerging technologies such as AI/ML and predictive analytics in financial operations 
• Participate in architecture review boards and alliances as needed 
• Formulate software and product roadmaps to ensure viability and business continuity for supported IT platforms 

Location & Travel Expectations: #LI-Remote #LI-Hybrid

• This role is based out of the Scout Motors corporate headquarters in Charlotte, NC.
• The responsibilities of this role require attendance at in-person meetings and events regularly. 
• Applicants should expect that the role will require the ability to convene with Scout colleagues in person and travel to participate in events on behalf of the company from time to time.

What you’ll bring 

We expect all Scout employees to have integrity, curiosity, resourcefulness, and strive to exhibit a positive attitude, as well as a growth mindset. You’ll be comfortable with change and flexible in a fast-paced, high-growth environment. You’ll take a collaborative approach to achieve ambitious goals. Here's what else you'll bring: 

• A minimum of 10 years of related experience is required 
• Deep understanding of Finance Applications (FI, CO, Asset Accounting, Treasury, Tax, etc.) and ERP best practices 
• Strong technical design skills and ability to translate financial requirements into scalable ERP solutions 
• Proven ability to lead ERP Finance implementations and optimize financial processes 
• Familiarity with financial data flows, compliance requirements, and API integrations 
• Experience with cloud-based financial platforms and trends in automation and analytics 
• Exceptional communication skills to convey financial technical concepts to diverse stakeholders 
• Ability to distill complex concepts into actionable technical plans and requirements 
• Experience with system architecture methodologies, scalability, and integration processes 
• Familiarity with industry architecture frameworks such as TOGAF 
• Bachelor's degree preferred 

What you'll gain

The benefits of joining Scout include the chance to build products and a company from the ground up.  This is a chance to create something new and lasting – with an iconic brand at its foundation.  In addition, Scout provides competitive compensation and benefits to support your physical, mental, and financial wellbeing. Program specifics are detailed in company policies and employee benefit guides, select highlights:

• Competitive insurance including:
  • Medical, dental, vision and income protection plans
• 401(k) program with:
  • An employer match and immediate vesting
• Generous Paid Time Off including:
  • 20 days planned PTO, as accrued
  • 40 hours of unplanned PTO and 14 company or floating holidays, annually
  • Up to 16 weeks of paid parental leave for biological and adoptive parents of all genders
  • Paid leave for circumstances related to bereavement, jury duty, voting time, or military leave

Pay Transparency

This is a full-time, exempt position eligible to receive a base salary and to participate in an annual performance bonus program. Final salary offered will be determined based on factors including but not limited to the candidate's skills and experience. The annual performance bonus program is preset and not candidate dependent.

Initial base salary range = $170,000.00 - $206,250.00  

Internal leveling code: IC6

CPI Security is looking to hire a Corporate Controller to support and lead our accounting team, working out of our headquarters in Charlotte, North Carolina. CPI Security was founded in 1991 on an entrepreneurial spirit and a passion for helping and protecting others. What started as a company of 10 employees and 300 customers has grown into one of the nation's top 10 largest security providers with over 750 employees. Over the years, CPI has received many awards for excellence, such as twice-awarded SDM Dealer of the Year, Central Station of the Year, and the Marvel Award. The company leads the industry in alarm response times, is consistently ranked in the top 10 of electronic security businesses and is widely known as North Carolina and South Carolina's Top 25 Best Places to Work

Position Summary:

The primary responsibilities of the Corporate Controller are to:  

• Manage all operational entities within the Accounting Department including accounts payable, collections, accounts receivable, payroll, inventory and revenue.  
• Perform monthly close.  
• Prepare monthly, quarterly and annual reports for Executive Management Team.  
• Manage the treasury function for the organization. 
• Prepare monthly compliance reports. 

 This is an on-site position located at our corporate office in Charlotte, NC. 

Essential Functions

• The role will serve as a key business leader across multiple stakeholders within the company. 
• Manage all operational processes within the accounting function including accounts payable, collections, accounts receivable, payroll, inventory and revenue.  
• Ensure the company has relevant systems, financial controls, standard processes and procedures that support a strong internal control environment and an efficient operation
• The role will leverage and build systems and business process to achieve objectives and will require a continuous improvement mindset to build the scale to enable future synergistic growth.  
• Demonstrate strong technical accounting and business acumen to partner across the organization with a customer service mindset supporting various departmental needs. 
• Analyze financial data and trends to identify opportunities for cost savings and revenue growth
• Complete all activities necessary for monthly close including, but not limited to: preparing supporting documentation, reconciling accounts and creating corresponding reports. 
• Act as finance leader and liaison for various financial and tax initiatives and audits

Knowledge, Skills and Abilities Required

• Must be able to develop and maintain a high level of product knowledge, including, but not limited to: current product features and specifications, current corporate promotions, pricing, and discounts.  
• Demonstrate flexibility and aptitude to learn, process and effectively implement new policies and procedures as corporate standards are modified over time.  
• Must have an automation mindset to drive scalable growth using various tools, including AI, process re-engineering or other technology.
• Must be self-motivated and able to take initiative to complete work in a highly accurate manner, within established timelines, guidelines and standards.  
• Must be able and willing to listen, work as a functional member of a team, and take direction as needed to meet goals and complete work.  
• Must be able to develop and sustain positive and harmonious working relationships with all customers and colleagues.  
• Must have good problem solving and decision-making abilities and possess a strong attention to detail.  
• Must demonstrate integrity and ethical soundness in all activities.  
• A confident and adaptable leader who thrives in a fast-paced team environment with a servant-leader mindset 

Other Experience Required

• 10+ years of experience in accounting 
• Bachelor’s degree in accounting required, master’s degree preferred 
• Prior experience in public accounting a plus
• Certified Public Accountant a plus
• Advanced Excel knowledge, i.e. VLOOKUP’s, Pivot Tables, SUMIF functions, required
• Experience in financial planning tools a plus
• Experience in financial strategy, planning, reporting and working capital management

What's In It for You!

• Competitive pay and the opportunity to work for an iconic brand.
• Great medical, dental, vision, short- & long-term disability, and life insurance options 
• Company paid holidays, floating holidays, and paid time off
• 401(k) plan with a competitive company match 
• Eligible for free monitored security system after 90 days
• Education assistance – we encourage and support our employees who want to improve their skills and further their education 
• An engaging and fun company culture that’s made up of a diverse group of people 
• Volunteer and community engagement opportunities. CPI partners with organizations that share our mission to save and improve lives, particularly focusing on underserved communities. 
• On-site café, coffee/smoothie bar, walking trail, basketball court, and state-of-the-art fitness facility with a dedicated Fitness Director
• Birthday and Work Anniversary Rewards

SoFi is seeking a Manager to join our Capital Markets team. In this role, you will be the structuring point person working with a cross-functional internal team of capital markets, treasury, investor relations, legal and IT team members together with external constituencies including broker-dealers, investors and rating agencies to establish the most efficient structures for proposed Capital Markets’ transactions.

What you’ll do:

• Manage the structuring process for all Securitizations and Loan Sales, including Intex file set up and iteration and Cash Flow model analysis. 
• Analyze and understand the economic impact of using different avenues of funding available through the capital markets (execution related to ABS transactions, whole loan sales, warehouse financing, and bulk sales).
• Validate and utilize third-party valuation agent credit assumptions and analytics to run internal analyses related to fair market value of SoFi’s managed pool of loans.
• Monitor dashboards and spreadsheets that track ongoing performance of our securitizations and other transactions.
• In partnership with internal and external counsel, review and negotiate transactional terms through to execution.
• Collaborate and provide strategic support to internal stakeholders such as credit, legal, engineering, product, treasury, accounting, servicing and finance.
• Assist with the content preparation, communication, correspondence, and due diligence processes for external stakeholders including investors, lenders, rating agencies, data systems providers, law firms, trustees, custodians, and accounting firms.
• Other ad hoc support as needed requested relating to whole loan sales, asset backed securitizations, new products, securities financing, unsecured lines of credit, and any other future financing initiatives of the company.

What you’ll need:

• 8+ years of relevant experience desired, primarily in capital markets and ABS execution
• BS/BA in business, finance, accounting, economics or similar technical field
• Excellent work ethic and willingness to contribute broadly to achieve team and company objectives   
• Strong verbal and written communication as well as technical and organizational skills
• Strong analytical skills with attention to detail and deep knowledge of Intex Dealmaker and Bloomberg
• Clear understanding of Rating Agency criteria and how they translate into transactional structures
• Strong ability to read and interpret financial contracts and knowledge of core documents and industry standard/best practices in transactional terms
• High level of proficiency with Microsoft Office suite (particularly in Excel, PowerPoint)
• Previous experience with lending or consumer credit products a plus: mortgages, student loans, credit cards, personal loans, etc.
• Previous experience with asset-backed securitization data sets a plus:  Bloomberg, Intex, DV01, etc.

The role

SoFi is seeking a manager to join our Capital Markets focused on Secondary Markets in the Home Loans team. In this role, to you will be the point person working with a cross-functional internal team of capital markets, treasury, margin management members together with external constituencies including broker-dealers, investors, the GSE’s and third party vendors to execute home loan sales, securitizations transactions.

What you’ll do:

• Manage rate-sheet generation via MBS pricing and coordination into the Product and Pricing Engine.  Emphasis on TBA pricing and Spec Pool pricing for rate-sheet generation.
• Understanding of MSR and BU-BD/XS Servicing pricing
• Work with margin management to determine best margin based on secondary pricing, region, and/or current program, or marketing campaign.
• Familiar with Lock Desk procedures and policies.
• MBS pooling and loan delivery
• Pipeline hedging, trading and understanding of the roll market

What you’ll need:

• 6+ years of relevant experience desired, primarily in home loan secondary markets.
• BS/BA in business, finance, accounting, economics or similar technical field
• Excellent work ethic and willingness to contribute broadly to achieve team and company objectives   
• Strong verbal and written communication as well as technical and organizational skills
• Strong analytical skills with attention to detail
• Strong ability to read and interpret financial contracts and knowledge of core documents and industry standard/best practices in transactional terms
• High level of proficiency with Microsoft Office suite (particularly in Excel, PowerPoint)
• Previous experience with lending or consumer credit products a plus: mortgages, student loans, credit cards, personal loans, etc.
• Previous experience with asset-backed securitization data sets a plus:  Bloomberg, Intex, DV01, etc.

A Plus:

• Familiarity with Encompass LOS and OB pricing engine.
• Post Close experience.
• Resi Private Label Securities, structuring and securitization.
• Understanding of fixed income/MBS risk metrics and bond math.

Location

This position will be based in Charlotte, NC. 

Reporting

This position will report to the Chief Investment Officer. 

Summary of Role 

The Treasurer is a director-level leadership role responsible for the development and leadership of the Company’s treasury function, including oversight of corporate capital raising and capital structure, and direct responsibility for cash management, liquidity planning, banking relationships, insurance, and financial risk management. This role will be instrumental in building and leading a high-performing treasury team, implementing treasury policies and systems, and ensuring that the Company has the resources and structure in place to support its long-term growth and leadership in advancing a clean energy future.

Strategic & Tactical

• Treasury Leadership & Strategy
  • Lead the Company’s treasury function, including team development, processes, and systems.
  • Establish and scale treasury infrastructure, systems, policies, and internal controls appropriate for a high-growth consumer finance business.
  • Partner with senior leadership to align treasury strategy with the Company’s overall financial and operational objectives.
• Corporate Capital Raising 
  • Key role in corporate-level capital raising activities, including debt facilities, corporate credit lines, and other financing structures to support growth.
  • Develop and maintain strong relationships with financial institutions, lenders, and other funding partners.
  • Monitor financial covenant compliance and ensure timely reporting to funding partners.
• Cash & Liquidity Management
  • Oversee daily cash management, forecasting, and liquidity planning across all operating entities.
  • Ensure efficient utilization of cash resources and optimize intercompany cash flows.
  • Implement treasury systems and reporting tools to provide transparency into cash and liquidity.
• Insurance & Enterprise Risk
  • Oversee the Company’s insurance programs and strategy, including property, casualty, liability, D&O, cyber and other relevant coverages.
  • Evaluate and manage risks to safeguard the Company’s assets and operations.
  • Negotiate insurance policies and ensure appropriate coverage and cost effectiveness.
• Financial Risk Management
  • Identify, assess and mitigate financial risks including interest rate, liquidity, counterparty and market risk.
  • Develop and oversee hedging strategies where appropriate.
  • Establish risk monitoring frameworks and reporting for senior leadership and the Board.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CFA, or CTP designation strongly preferred.
• 8+ years of treasury, finance, or related experience, including demonstrated success in corporate capital raising and treasury operations.
• Experience establishing and leading a treasury function in a growth-oriented or consumer asset finance industry preferred.
• Strong knowledge of cash management, financing structures, and insurance programs.
• Proven leadership ability with experience building and developing high-performing teams, fostering a culture of accountability, collaboration, and continuous improvement.
• Strong leadership skills with experience mentoring and advancing professional development of staff.
• Exceptional communication, negotiation, and relationship management skills.

Success Defined

• Establishing a best-in-class treasury function that supports the Company’s growth strategy.
• Ensuring adequate liquidity to fund operations and long-term initiatives.
• Overseeing corporate capital raising initiatives to help ensure access to capital on favorable terms.
• Implementing effective insurance and risk management programs.
• Building and leading a strong treasury team that delivers operational excellence.

Sales Enablement Manager

WHO WE ARE
DebtBook is an industry-leading fintech software platform that revolutionizes the way local government, higher education, and healthcare finance teams work. Our powerful, cloud-based software helps these organizations manage all aspects of their debt, cash, leases, and subscriptions, streamline financial reporting, and share information simply with others. We are passionate about modernizing treasury management and simplifying accounting compliance in the public sector,  allowing organizations to break through operational barriers to unlock strategic insights.

WHAT YOU’LL DO
The Sales Enablement Manager is a critical full-time role responsible for building, operationalizing, and continuously improving DebtBook's sales enablement function. This individual will own the end-to-end enablement lifecycle - from auditing and rationalizing existing assets to designing repeatable sales frameworks that drive consistent deal qualification, value articulation, and pipeline progression.

This role is ideal for a hands-on enablement professional who can operate both strategically and tactically - someone who can design a framework in the morning and coach a rep through a live deal in the afternoon.

Enablement Asset Management
●    Own, audit, and continuously rationalize the full library of sales enablement materials
●    Eliminate redundancy and create a structured, intuitive asset architecture
●    Manage and optimize enablement content within systems like HubSpot, Confluence, etc.
●    Maintain asset inventory with ownership and version control

Platform Messaging & Value Narrative
●    Work with Product Marketing to develop platform-level messaging
●    Translate product capabilities into business outcomes
●    Develop “So What?” messaging for new features
●    Ensure consistent positioning across sales motions

Sales Execution Frameworks
●    Implement structured sales methodologies including MEDDIC/MEDDPICC, SPIN, and Command of the Message
●    Build repeatable motions for SDRs, SMB, Enterprise, and partner/reseller channels
●    Improve pipeline quality and deal progression

Enablement Operating Model
●    Design onboarding and continuous training programs
●    Build product release enablement processes
●    Establish manager-led coaching frameworks
●    Define enablement governance standards

Field Enablement & Deal Support
●    Partner with sales on strategic deals
●    Observe calls (Gong) and identify gaps
●    Translate insights into enablement improvements

WHAT YOU BRING
●    4–7+ years in Sales Enablement or related GTM role, preferably Fintech and/or Govtech
●    Experience implementing sales methodologies (SPIN, MEDDIC/MEDDPICC, Command of the Message)
●    Experience with tools like Salesforce, HubSpot, Confluence, Salesloft, LMS platforms
●    Experience working with partner and reseller channels
●    Experience in finance or capital markets concepts (preferred)
●    Strong ability to drive adoption and behavior change
●    Excellent written and verbal communication, including slides and written content
●    Ability turn complex product capabilities into crisp, buyer-relevant value narratives
●    Strong facilitation and coaching skills
●    Data-driven mindset
●    High ownership mentality

HOW YOU’LL MEASURE SUCCESS
●    Rep adoption of enablement frameworks
●    Improved deal qualification and pipeline quality
●    Reduced ramp time
●    Improved win rates and sales cycle length

OUR “GOAT” VALUES
GROW Continuously
●    We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.
●    We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.
●    We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.

OWN Your Outcomes
●    We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.
●    We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take. 
●    As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.
●    We follow through on our decisions and commitments with action.

ABOVE & Beyond 
●    We create moments of magic, surprising and delighting our customers at every touchpoint.
●    We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.
●    We take pride in proactively doing the extra little things that set us apart, even when no one is watching.

TEAM Over Ego
●    There is no task needed at DebtBook that is beneath any of us.
●    We work hard to be the teammate others want on their team.
●    We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.

WHY DEBTBOOK
DebtBook is a fast-growing company where we dream big, move fast, make an impact, and bring joy to everything we do. Our core values drive our success as an organization, and we are looking for talented teammates who share our passion for challenging the status quo, innovating in all we do, and wanting to make a difference. 

When it comes to benefits and perks, we are committed to supporting our employees’ well-being to make their lives better, both in and out of the office. We offer:
●    Competitive salaries plus equity (stock options) for all employees;
●    Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match; 
●    Flexible work schedules and generous leave policies (including unlimited PTO);
●    Professional development opportunities and tuition reimbursement;
●    Family and wellness perks;
●    In-person social events;
●    Top-of-the-line equipment,  and a newly furnished office.

DebtBook is an Equal Opportunity Employer. We value diversity and prohibit discrimination and unlawful harassment in the workplace. All applicants will receive consideration for employment based upon their qualifications without regard to race, religion, color, national origin, ethnicity, gender, gender identity or expression, pregnancy, sexual orientation, age, marital status, genetic information, political affiliation, National Guard or veteran status, disability, or any other protected status under federal, state, or local law. We welcome and encourage applicants with disabilities to contact our team for assistance during the application and hiring process. We are committed to expanding accessibility and making reasonable accommodations in accordance with applicable law.

Corporate Treasury Manager

Overview
As the Corporate Treasury Manager, you will lead and oversee the company’s treasury operations, including cash management, liquidity management, risk management, and capital optimization. You will provide strategic guidance to the Director of Finance, CAO, CFO and executive leadership, ensuring the company’s financial resources are efficiently managed to support growth and operational needs. This role combines hands-on treasury management with team leadership, process optimization, and cross-functional collaboration across the business.

What you’ll do

·       Provide mentorship, guidance, and support to ensure team goals are achieved.

·       Serve as a treasury and risk advisor to the Director of Finance, CAO, CFO and executive leadership, providing insight into cash, liquidity, and financial risk management.

·       Develop and execute cash management strategies to optimize liquidity and support business operations.

·       Manage investment strategies within regulatory and licensing guidelines to maximize returns and minimize risk.

·       Build and maintain strong relationships with banks, financial institutions, and other key external stakeholders; partner with internal business units as needed on commercial banking relationships.

·       Monitor and manage the company’s financial risk exposure, including interest rate, foreign exchange, and credit risk.

·       Partner with Product Management on planning and execution of lending products and other treasury-related initiatives.

·       Evaluate and recommend changes to the company’s capital structure, including debt, equity, and alternative financing options.

·       Ensure compliance with all regulatory requirements related to treasury operations.

·       Develop, implement, and maintain treasury policies and procedures to ensure best practices, strong internal controls, and process efficiency.

·       Provide timely and accurate financial reporting, analysis, and insights to senior leadership and stakeholders.

·       Drive continuous improvement initiatives, including process automation, technology adoption, and operational efficiency.

·       Collaborate across all levels of the business to achieve financial goals, optimize decision-making, and support strategic initiatives.

What we’re looking for

·       5+ years of progressive experience in treasury management, financial services, or fintech.

·       Demonstrated expertise in cash management, liquidity management, risk management, and capital structure.

·       Proven experience managing relationships with banks, financial institutions, and external stakeholders.

·       Strong analytical, problem-solving, and financial modeling skills.

·       Excellent communication and interpersonal skills, with the ability to clearly present complex financial information to executives and stakeholders.

·       Bachelor’s degree in Finance, Accounting, or a related field required; MBA preferred.

·       Experience implementing process improvements, leveraging technology, and driving operational efficiencies.

WHO WE ARE

DebtBook is an industry-leading fintech software platform that revolutionizes the way local government, higher education, and healthcare finance teams work. Our powerful, cloud-based software helps these organizations manage all aspects of their debt, cash, leases, and subscriptions, streamline financial reporting, and share information simply with others. We are passionate about modernizing treasury management and simplifying accounting compliance in the public sector,  allowing organizations to break through operational barriers to unlock strategic insights.

HOW WE WORK

• We have a Majestic Monolith of Ruby on Rails, React, and PostgreSQL.  It is hosted in AWS, and we use GitLab for pipelines and deployments.  We use feature flags to allow us to continually integrate our code.
• We have a Ruby on Rails JSON API with a Single Page App using React, TypeScript, and MUI React.
• Our engineers are full-stack.
• We have a small dedicated infrastructure team.
• Engineers collaborate closely with product managers, designers, and subject matter experts.
• Engineering Managers aren't tied to particular products here.  They manage engineers who are working on many different projects.
• Managers coach engineers to lead planning, breakdown, and execution on projects.
• Leaders don't do all the work, they do enough to know how to do it well, then they coach and delegate.
• Engineers lead projects before they are Senior.
• We don't expect perfect execution; we expect willingness to try new things and improvement over time.

WHAT YOU’LL DO

• Ramp up as an IC for your first 90 days. You'll ship code and be a technical lead on projects before taking on a team. This crash course is how you build the context to manage well here.
• Stay hands-on so you can model good work, spot real problems, and ship alongside them when an extra hand is needed.
• Identify and remove blockers, improve processes to help make your team more effective, and help us get better outcomes faster.
• Get people aligned and committed around the work we need to do.
• Get your team to work directly with others across the org.  Don't shield your team from others.
• Recruit engineers who help the team get better.
• Own onboarding. The hard work doesn't stop after the offer is signed. Experienced hires should be highly productive, working independently, and leading work within 90 days.
• Lead adoption of AI-assisted development.  Use the tools yourself throughout the SDLC.
• Effectively coach your engineers to avoid unnecessary complexity.
• Be in the weeds enough to know what is going well and what isn't.  Hold a high bar and give feedback quickly and directly.

WHAT YOU’LL BRING

• 6+ years of software engineering experience
• Experience getting results through your teammates — coaching and delegating to others
• Experience with some of Ruby on Rails, React, and SQL
• Experience with front-end, back-end, and databases
• Experience using AI-assisted development in a real engineering workflow — or genuine enthusiasm to go deep quickly
• Comfort operating in a high-growth environment where priorities shift and scope evolves
• Experience driving significant change. You have owned or contributed to meaningful changes, whether in one push or over time.

WHY DEBTBOOK

DebtBook is a fast-growing company where we dream big, move fast, make an impact, and bring joy to everything we do. Our core values drive our success as an organization, and we are looking for talented teammates who share our passion for challenging the status quo, innovating in all we do, and wanting to make a difference.

When it comes to benefits and perks, we are committed to supporting our employees’ well-being to make their lives better, both in and out of the office. We offer:

• Location: Charlotte NC (Hybrid - Flexible), not remote. 
• Annual salary range is $150,000-170,000 based on experience
• Up to 15% annual bonus
• Equity (stock options) for all employees
• Comprehensive health, dental, and vision insurance
• 401(k) with 4% employer match
• Flexible work schedules and generous leave policies
• Professional development opportunities
• Annual Company Onsite

Interview Process

Interview with Hiring Manager (Engineering Leader) (Video call)

• Management: Development and delegation, managing change
• Technical: Hands on planning/review/coding, AI in SDLC

Onsite Interview

• Meet with engineers who would be on your team
• Meet with Product and Design partners

OUR “GOAT” VALUES

GROW Continuously

• We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.
• We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.
• We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.

OWN Your Outcomes

• We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.
• We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take. 
• As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.
• We follow through on our decisions and commitments with action.

ABOVE & Beyond 

• We create moments of magic, surprising and delighting our customers at every touchpoint.
• We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.
• We take pride in proactively doing the extra little things that set us apart, even when no one is watching.

TEAM Over Ego

• There is no task needed at DebtBook that is beneath any of us.
• We work hard to be the teammate others want on their team.
• We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.

DebtBook is an Equal Opportunity Employer. We value diversity and prohibit discrimination and unlawful harassment in the workplace. All applicants will receive consideration for employment based upon their qualifications without regard to race, religion, color, national origin, ethnicity, gender, gender identity or expression, pregnancy, sexual orientation, age, marital status, genetic information, political affiliation, National Guard or veteran status, disability, or any other protected status under federal, state, or local law. We welcome and encourage applicants with disabilities to contact our team for assistance during the application and hiring process. We are committed to expanding accessibility and making reasonable accommodations in accordance with applicable law.

Job Overview

The Treasury Operations Associate at ATLAS SP plays an important role in helping to optimize the firm’s global operations ranging across bank account management, operational cash management, reporting and transformation. This is an exciting opportunity to work in a dynamic role within the Lending Operations group, where you will play a crucial part in optimizing operational performance and shaping the future of the organization.

Key Responsibilities

• Funding Allocation & Cash Movements:
  Support execution of internal funding and payment movements across legal entities and funding vehicles; maintain and enhance LE payment routing templates; support daily funding execution and resolve payment exceptions, including bank-related holds.
• Debt & CLS Management:
  Support debt and liability activity within centralized liability systems (CLS) and related booking platforms, including booking or monitoring trades and maintaining accurate facility and economic data to support funding, settlement, and reporting.
• Cash Management Systems & Access Governance:
  Support the firm’s Treasury management platform, Kyriba, including account configuration, user onboarding, access entitlements, approval workflows, and signatory changes in accordance with internal controls.
• Reporting, Reconciliations & Controls:

Support daily and ad hoc cash and funding reporting; support monthly reconciliations between Kyriba, bank statements, and the general ledger; monitor and resolve reporting variances and transaction issues; support back leverage facility reporting for external providers

• Bank Outreach & Issue Resolution:
  Support liaison activities with banking partners to resolve account, reporting, and payment inquiries; provide functional support and guidance to internal users.
• Bank Account & Partner Management:
  Support the full lifecycle of global bank accounts, including the opening, closing, and maintenance at both the bank and in Atlas’ cash management systems; manage bank relationships and maintain account master data, and signatories.
• Process Improvement & New Business Support:
  Support new business initiatives by integrating new entities and structures into the funding framework; drive process improvements, documentation, and control enhancements to support Atlas’ increasing complexity and scale.

Qualifications

• 2 years of experience in Treasury Operations, Cash Management, or Financial Operations within a high transactional volume organization
• Bachelor’s degree from an accredited institution
• Experience with Treasury Management Systems, proprietary or vendor sourced, and familiarity with bank account platforms preferred.
• Strong understanding of operational controls
• Self-starter with a proactive mindset; takes ownership and drives initiatives
• Excellent communication, analytical, organizational, and project management skills
• Proficiency in Microsoft Office (Excel, PowerPoint, Outlook, Word)

N/A

Location

This position will be based in Charlotte, NC. 

Reporting

This role will report to the Senior Manager of Capital Markets. 

Department Description

Palmetto Capital is a branch of Palmetto focused on the democratization of the renewable energy industry. We provide homeowners with financial products to benefit from solar power, home efficiency products, and energy storage systems. We empower solar sales professionals and solar installation companies with access to our proprietary platform, financing, customer management system, and milestone submission system. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption. Palmetto Finance is growing rapidly and is prepared to continue growth.

Summary of Role 

The Capital Markets Analyst / Associate (we could hire at either level depending on experience!) will be responsible for capital markets activities spanning across capital raising, execution, and modeling work to support the advancement of those opportunities. This is an individual contributor role.

Strategic & Tactical

• Focus on developing and executing Excel financial models to support Tax Equity and Debt capital funding
• Lead the execution of tax equity, debt, and equity funding processes with external stakeholders
• Responsible for reporting associated with Palmetto Finance to key financial stakeholders, while partnering with technology teams to ensure automation on reports
• Utilizes skills to enhance existing processes and workflows for more efficiency, partnering closely with other teams e.g. Data Analytics, Operations, etc
• Liaisons with Corporate Finance, Treasury, Asset Management, and Accounting to ensure partnership and transparency on all things Palmetto Finance
• Builds and maintains strong relationships with key banks and other key external partners
• Is highly attuned to customer needs and requirements, and can anticipate their needs, and provide tailored solutions to meet their objectives

Qualifications

• Bachelor’s degree in Finance, Economics, or related field; Master’s or MBA a plus
• 1-3+ (Analyst) or 3-5+ (Associate) years of experience in banking or capital markets; solar industry experience strongly preferred
• Strong business acumen and analytical skills with deep understanding of the macroeconomic landscape 
• Proactively identifies improvement opportunities across systems and processes, and implements solutions and updates them
• Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities may change quickly
• Collaborates seamlessly with internal teams in Finance & Accounting, Technology etc.
• Strong interpersonal and communication (verbal and written) skills; can present to varying audiences and leaders

WHO WE ARE

DebtBook is an industry-leading fintech software platform that revolutionizes the way local government, higher education, and healthcare finance teams work. Our powerful, cloud-based software helps these organizations manage all aspects of their debt, cash, leases, and subscriptions, streamline financial reporting, and share information simply with others. We are passionate about modernizing treasury management and simplifying accounting compliance in the public sector,  allowing organizations to break through operational barriers to unlock strategic insights.

WHAT YOU’LL DO

In this critical, high-impact role, you will be the owner of the end-to-end Go-to-Market strategy for your assigned territory. Your primary mission is to establish and nurture long-term, high-value relationships with mid-sized and emerging municipal customers. This encompasses the entire sales lifecycle, including:

• Exceed monthly, quarterly, and annual targets for Net Revenue Retention from your existing book of business.
• Own and manage the entire sales cycle, from aggressive prospecting and lead generation to contract negotiation and final close.
• Conduct engaging product demonstrations and present the DebtBook value proposition to key decision-makers, including C-level and Treasury Department leadership.
• Proactively drive upsell and cross-sell opportunities within your existing customer base to maximize ARR.
• Maintain accurate and up-to-date records of the sales pipeline, contacts, and activities, and provide regular, accurate forecasts utilizing Salesforce.
• Work cross-functionally with our Customer Success and Product teams to ensure a seamless post-sale handoff, high customer adoption, and maximum return on investment (ROI).
• Confidently navigate complex public sector sales processes, including legal review and procurement cycles, to facilitate timely deal closures.
• Collaborate with marketing to refine strategic initiatives and generate high-quality qualified leads within your assigned territory.

WHAT YOU’LL BRING

• Minimum 3+ years of verifiable quota-carrying sales experience, with a strong track record in B2B SaaS sales required.
• Demonstrated success managing a complex, full-cycle sales process within the mid-market segment.
• Prior experience selling into Treasury, Finance, or Government departments is a significant asset.
• Knowledge of and experience leveraging a formal sales methodology (e.g., Sandler, SPIN, Gap, Challenger).
• Expertise in utilizing Salesforce (or equivalent high-level CRM) for pipeline management, activity logging, and accurate forecasting.
• Ambitious, highly resilient, and driven to thrive in the dynamic, fast-paced environment of a growing startup. You are comfortable managing ambiguity and change.

OUR “GOAT” VALUES

GROW Continuously

• We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.
• We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.
• We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.

OWN Your Outcomes

• We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.
• We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take. 
• As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.
• We follow through on our decisions and commitments with action.

ABOVE & Beyond 

• We create moments of magic, surprising and delighting our customers at every touchpoint.
• We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.
• We take pride in proactively doing the extra little things that set us apart, even when no one is watching.

TEAM Over Ego

• There is no task needed at DebtBook that is beneath any of us.
• We work hard to be the teammate others want on their team.
• We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.

WHY DEBTBOOK

DebtBook is a fast-growing company where we dream big, move fast, make an impact, and bring joy to everything we do. Our core values drive our success as an organization, and we are looking for talented teammates who share our passion for challenging the status quo, innovating in all we do, and wanting to make a difference.

When it comes to benefits and perks, we are committed to supporting our employees’ well-being to make their lives better, both in and out of the office. We offer:

• Competitive salaries plus equity (stock options) for all employees;
• Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match; 
• Flexible work schedules and generous leave policies (including unlimited PTO);
• Professional development opportunities and tuition reimbursement;
• Family and wellness perks;
• In-person social events;
• Top-of-the-line equipment,  and a newly furnished office.

DebtBook is an Equal Opportunity Employer. We value diversity and prohibit discrimination and unlawful harassment in the workplace. All applicants will receive consideration for employment based upon their qualifications without regard to race, religion, color, national origin, ethnicity, gender, gender identity or expression, pregnancy, sexual orientation, age, marital status, genetic information, political affiliation, National Guard or veteran status, disability, or any other protected status under federal, state, or local law. We welcome and encourage applicants with disabilities to contact our team for assistance during the application and hiring process. We are committed to expanding accessibility and making reasonable accommodations in accordance with applicable law.

WHO WE ARE

DebtBook is an industry-leading fintech software platform that revolutionizes the way local government, higher education, and healthcare finance teams work. Our powerful, cloud-based software helps these organizations manage all aspects of their debt, cash, leases, and subscriptions, streamline financial reporting, and share information simply with others. We are passionate about modernizing treasury management and simplifying accounting compliance in the public sector,  allowing organizations to break through operational barriers to unlock strategic insights.

HOW WE WORK

• Our application is a Majestic Monolith built with Ruby on Rails, React, and PostgreSQL.  Our app is hosted in AWS, and we use GitLab for our CI/CD pipelines and deployments.  We use feature flags to allow us to continually integrate our code.
• Our front-end is built with React, TypeScript, and MUI React.  We have an in-house library of accessible components that is documented in StoryBook.  Most of the components are built out and being used in new development, and we are in the process of implementing them throughout existing parts of the application.
• Our back-end is a Ruby on Rails JSON API that communicates with a React SPA (single page application).
• All of our engineers work on the front-end, back-end and database.  We have some engineers who are much more experienced in one, but we can all do some work in any part of the stack.
• We have a small dedicated infrastructure team, but our teams deploy and monitor their own code.
• Engineers collaborate closely with product managers, designers, and industry specialists to understand problems and design solutions.  Engineers  write and manage breaking down work into tickets and owning the tickets.

WHAT YOU’LL DO

• Participate in all stages of the SDLC: solution shaping, system design, ticket writing/breakdown, write full-stack code, review code, perform deployments, participate in monitoring, and gather data for reporting.
• Own the quality of your work.  Write tests and work with your team to ensure everything works before merging and releasing.
• Work cross-functionally on your team to ensure work is scoped to deliver quickly and deliver the right functionality.
• Work collaboratively with other cross functional product-focused teams.

WHAT YOU’LL BRING

• 4+ years of related professional experience
• Experience with Ruby or React
• Some familiarity with front-end and back-end web development
• Ability to communicate complicated technical concepts well with teammates in all functions, including non-technical roles

WHY DEBTBOOK

DebtBook is a fast-growing company where we dream big, move fast, make an impact, and bring joy to everything we do. Our core values drive our success as an organization, and we are looking for talented teammates who share our passion for challenging the status quo, innovating in all we do, and wanting to make a difference.

When it comes to benefits and perks, we are committed to supporting our employees’ well-being to make their lives better, both in and out of the office. We offer:

• Location: Charlotte NC (Hybrid - Flexible)
• Annual salary range is $125,000-160,000 based on experience
• Up to 10% annual bonus
• Equity (stock options) for all employees
• Comprehensive health, dental, and vision insurance
• 401(k) with 4% employer match
• Flexible work schedules and generous leave policies
• Professional development opportunities
• Annual Company Onsite

Interview Process

All interviews are held remotely over video calls.

• 30 min - Introduction Call
• 30 min - Behavioral Interview with Engineering Manager (Video call)
• 2 hr - Technical Interview with Engineers (Video call)
  • Our technical assessment is a pair programming session designed to be very similar to our daily work.  It is a collaborative session and it covers FE (react), BE (Ruby on Rails), and SQL schema design.
• 2 hr - Virtual Onsite Interview with members from the Product, Design, and Engineering teams
  • This will be multiple panel interviews each containing 1-2 team members.

OUR “GOAT” VALUES

GROW Continuously

• We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.
• We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.
• We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.

OWN Your Outcomes

• We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.
• We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take. 
• As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.
• We follow through on our decisions and commitments with action.

ABOVE & Beyond 

• We create moments of magic, surprising and delighting our customers at every touchpoint.
• We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.
• We take pride in proactively doing the extra little things that set us apart, even when no one is watching.

TEAM Over Ego

• There is no task needed at DebtBook that is beneath any of us.
• We work hard to be the teammate others want on their team.
• We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.

DebtBook is an Equal Opportunity Employer. We value diversity and prohibit discrimination and unlawful harassment in the workplace. All applicants will receive consideration for employment based upon their qualifications without regard to race, religion, color, national origin, ethnicity, gender, gender identity or expression, pregnancy, sexual orientation, age, marital status, genetic information, political affiliation, National Guard or veteran status, disability, or any other protected status under federal, state, or local law. We welcome and encourage applicants with disabilities to contact our team for assistance during the application and hiring process. We are committed to expanding accessibility and making reasonable accommodations in accordance with applicable law.

WHO WE ARE

DebtBook is an industry-leading fintech software platform that revolutionizes the way local government, higher education, and healthcare finance teams work. Our powerful, cloud-based software helps these organizations manage all aspects of their debt, cash, leases, and subscriptions, streamline financial reporting, and share information simply with others. We are passionate about modernizing treasury management and simplifying accounting compliance in the public sector,  allowing organizations to break through operational barriers to unlock strategic insights.

WHAT YOU’LL DO

As a Sales Development Representative at DebtBook, you will be on the front lines of our mission to empower public sector finance teams. This is a foundational role within our go-to-market organization, where you will be instrumental in identifying, engaging, and qualifying new business opportunities. You will serve as the first point of contact for prospective customers, engaging in high-impact conversations that will ultimately drive the growth of our business and help finance professionals across the country do their best work. This role is a perfect fit for a self-motivated, ambitious professional who is eager to launch a rewarding career in B2B SaaS sales.

• Own the entire sales development lifecycle, from initial research to qualified opportunity.
• Proactively research and identify new potential customers in the public sector, including local governments, higher education, and healthcare.
• Engage with inbound leads who have shown interest in DebtBook’s platform, qualifying their needs and assessing their fit for our solutions.
• Conduct strategic outbound prospecting via cold calls, personalized emails, and social outreach to initiate conversations.
• Articulate DebtBook's value proposition with precision and clarity, tailoring your message to resonate with the specific needs of public sector finance professionals who are navigating complex challenges like GASB 87 and GASB 96 compliance.
• Partner closely with Account Executives to develop and execute on territory plans and sales strategies, ensuring a seamless handover of qualified opportunities.
• Consistently achieve and exceed weekly, monthly, and quarterly targets for pipeline generation and qualified meetings.
• Maintain meticulous records of all sales activities and customer information within our CRM system to help inform and optimize our go-to-market strategy.

WHO YOU ARE: THE IDEAL CANDIDATE

• A minimum of 1 year of professional working experience is required, with prior experience in a customer-facing or sales-related role being a significant advantage.
• You are driven, self-motivated, and possess a growth mindset, with a strong desire to consistently meet and exceed performance metrics.
• Exemplary written and verbal communication skills are essential; you must be comfortable conducting conversations via phone and email.
• You are highly organized with strong attention to detail, capable of managing multiple opportunities simultaneously.
• A team-first mindset and a collaborative spirit are paramount to success.
• You are adaptable and thrive in a fast-paced, dynamic environment.
• You are curious and eager to learn about the complexities of public sector finance.

OUR “GOAT” VALUES

GROW Continuously

• We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.
• We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.
• We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.

OWN Your Outcomes

• We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.
• We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take. 
• As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.
• We follow through on our decisions and commitments with action.

ABOVE & Beyond 

• We create moments of magic, surprising and delighting our customers at every touchpoint.
• We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.
• We take pride in proactively doing the extra little things that set us apart, even when no one is watching.

TEAM Over Ego

• There is no task needed at DebtBook that is beneath any of us.
• We work hard to be the teammate others want on their team.
• We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.

WHY DEBTBOOK

DebtBook is a fast-growing company where we dream big, move fast, make an impact, and bring joy to everything we do. Our core values drive our success as an organization, and we are looking for talented teammates who share our passion for challenging the status quo, innovating in all we do, and wanting to make a difference. When it comes to benefits and perks, we are committed to supporting our employees’ well-being to make their lives better, both in and out of the office. We offer:

• Competitive salaries plus equity (stock options) for all employees
• Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match 
• Flexible work schedules and generous leave policies (including unlimited PTO)
• Professional development opportunities and tuition reimbursement
• Family and wellness perks
• In-person social events
• Top-of-the-line equipment,  and a newly furnished office

DebtBook is an Equal Opportunity Employer. We value diversity and prohibit discrimination and unlawful harassment in the workplace. All applicants will receive consideration for employment based upon their qualifications without regard to race, religion, color, national origin, ethnicity, gender, gender identity or expression, pregnancy, sexual orientation, age, marital status, genetic information, political affiliation, National Guard or veteran status, disability, or any other protected status under federal, state, or local law. We welcome and encourage applicants with disabilities to contact our team for assistance during the application and hiring process. We are committed to expanding accessibility and making reasonable accommodations in accordance with applicable law.

WHO WE ARE:

DebtBook is an industry-leading fintech software platform that revolutionizes the way local government, higher education, and healthcare finance teams work. Our powerful, cloud-based software helps these organizations manage all aspects of their debt, cash, leases, and subscriptions, streamline financial reporting, and share information simply with others. We are passionate about modernizing treasury management and simplifying accounting compliance in the public sector,  allowing organizations to break through operational barriers to unlock strategic insights.

WHAT YOU’LL DO:

The Account Executive will be responsible for driving new business and revenue growth by selling our treasury products to our target markets. The ideal candidate has a strong background in treasury sales and thrives in a fast-paced, high-growth environment. This role requires a professional who is results-oriented, understands the unique challenges and opportunities of a start-up, and is skilled at building and managing a robust sales pipeline.

Key Responsibilities:

• Develop and execute a strategic sales plan to achieve and exceed sales targets.
• Prospect, qualify, and close new business opportunities within the treasury sector.
• Effectively articulate the value proposition of DebtBook’s products to key decision-makers.
• Manage the full sales cycle from initial contact to contract negotiation and closing.
• Collaborate with internal teams, including product and marketing, to provide market feedback and contribute to product development.
• Maintain accurate records of sales activities and metrics in our CRM system.
• Continuously stay informed about industry trends, market changes, and competitor activities.

Qualifications:

• 4-8 years of experience in sales, specifically selling treasury products or to the treasury department.
• 1 year of experience working in a start-up or consulting environment. The candidate must demonstrate an understanding of ambiguity and the ability to thrive in a fast-paced, rapidly evolving work environment.
• Proven track record of meeting and exceeding sales quotas.
• Ability to articulate their sales numbers and demonstrate their ability to track and analyze key performance metrics.
• Excellent verbal and written communication skills with the ability to present complex information clearly and concisely.
• Strong negotiation and problem-solving skills.
• Ability to work independently as well as collaboratively within a team.
  
  

OUR “GOAT” VALUES:

GROW Continuously

• We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.
• We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.
• We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.

OWN Your Outcomes

• We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.
• We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take. 
• As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.
• We follow through on our decisions and commitments with action.

ABOVE & Beyond 

• We create moments of magic, surprising and delighting our customers at every touchpoint.
• We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.
• We take pride in proactively doing the extra little things that set us apart, even when no one is watching.

TEAM Over Ego

• There is no task needed at DebtBook that is beneath any of us.
• We work hard to be the teammate others want on their team.
• We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.

WHY DEBTBOOK:

DebtBook is a fast-growing company where we dream big, move fast, make an impact, and bring joy to everything we do. Our core values drive our success as an organization, and we are looking for talented teammates who share our passion for challenging the status quo, innovating in all we do, and wanting to make a difference.

When it comes to benefits and perks, we are committed to supporting our employees’ well-being to make their lives better, both in and out of the office. We offer:

• Competitive salaries plus equity (stock options) for all employees;
• Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match; 
• Flexible work schedules and generous leave policies (including unlimited PTO);
• Professional development opportunities and tuition reimbursement;
• Family and wellness perks;
• In-person social events;
• Stipends for remote workers to set up their ideal work space;
• Top-of-the-line equipment,  and a newly furnished office.

DebtBook is an Equal Opportunity Employer. We value diversity and prohibit discrimination and unlawful harassment in the workplace. All applicants will receive consideration for employment based upon their qualifications without regard to race, religion, color, national origin, ethnicity, gender, gender identity or expression, pregnancy, sexual orientation, age, marital status, genetic information, political affiliation, National Guard or veteran status, disability, or any other protected status under federal, state, or local law. We welcome and encourage applicants with disabilities to contact our team for assistance during the application and hiring process. We are committed to expanding accessibility and making reasonable accommodations in accordance with applicable law.