Full-Time
Technical Implementation Specialist
Posted on 2/4/2025
Finley Technologies
51-200 employees
Software for managing debt capital automation
Compensation Overview
$80k - $130kAnnually
Mid
Remote in USA
- 3+ years experience with complex systems implementations and technical project management
- Very high proficiency in Excel and SQL
- Strong technical background and understanding of data transfers (ETL pipelines, APIs), data structures (JSON, S3), and technical issue-spotting
- Past experience working directly with engineers to QA, debugging, and driving software solutions/features
- Clear demonstration of identifying and achieving goals, owning multi-month projects from start to finish
- Implement the first lender-borrower relationship platform for the debt capital markets by onboarding new customers and integrating Finley with their existing workflows
- Project manage across all ongoing implementations to ensure timely coordination and unblocking amongst stakeholders
- Partner with sales and customer success to evolve Finley's implementation process
- Gain expertise with Finley's internal tooling to QA, debug and identify software investments that make implementations increasingly automated and self-serve
- Become an expert on structured finance (no worries, we’ll fill you in!) and the ways in which technology can bring standardization to a field accustomed to legacy technology
- Grow the Finley team by helping interview job candidates, mentor new team members, and document standard operating procedures
- Business partners. You understand every detail of a customer’s workflows and capital markets operations, owning all aspects of the implementation experience.
- Problem-solvers. You focus on delivering outcomes by identifying opportunities for automation and training customers to maximize product usage.
- Collaborators. You like collaborating with Engineering, Design, and Product functions in addition to go-to-market teams. You stay intellectually honest, challenge others without ego, and believe that the best solutions only emerge when everyone brings their perspective to the table.
- Systems thinkers. You enjoy the complexity of designing for a range of stakeholders (think borrowers, lenders, and banks) and source systems. You get excited about designing for the long-term.
- Team-builders. You look forward to helping recruit, train, and mentor a team of capital markets professionals at Finley.
Finley Technologies simplifies the process of raising and managing debt capital for businesses, particularly high-growth startups. Its platform automates essential tasks such as due diligence, compliance, and ongoing reporting to capital providers, ensuring companies have continuous access to funding necessary for growth. Finley operates on a subscription-based software-as-a-service (SaaS) model, offering tools like credit agreement reports and funding requests that help businesses streamline their capital market operations. Unlike competitors, Finley provides a comprehensive suite of integrated tools that reduce the complexity of managing debt capital. The company's goal is to enable businesses to focus on growth and innovation by alleviating the burdens of financial management.
Company Size
51-200
Company Stage
Series A
Total Funding
$19.5M
Headquarters
San Francisco, California
Founded
2020
Simplify's Take
What believers are saying
- Growing demand for automated compliance solutions boosts Finley's market potential.
- Digital transformation in finance drives adoption of Finley's SaaS platform.
- Increased venture capital investment supports Finley's growth and expansion.
What critics are saying
- Emerging fintech startups may erode Finley's market share.
- Rapid AI advancements could outpace Finley's current software capabilities.
- Economic downturns may impact demand for debt capital management services.
What makes Finley Technologies unique
- Finley automates due diligence, compliance, and reporting for debt capital management.
- The Verification Suite enhances accuracy in asset-backed lending for lenders.
- Finley integrates seamlessly with existing systems, offering comprehensive SaaS tools.
Help us improve and share your feedback! Did you find this helpful?
Growth & Insights and Company News
6 month growth
↓ -2%1 year growth
↓ -1%2 year growth
↑ 4%Valley Bank partners with Finley Technologies to launch Credit Management System.
The product allows banks and credit funds to programmatically verify the accuracy of asset data and borrowing base calculationsSAN FRANCISCO, April 8, 2024 /PRNewswire/ -- Today, Finley, the leading debt capital management platform for borrowers and asset managers, announced the launch of the Finley Verification Suite, a set of capabilities that enables lenders in asset-backed lending (ABL) arrangements to verify the accuracy of borrower asset data and calculations."Today's asset managers tend to rely on spot checks or manual review to make sure that debt transactions are in line with credit agreements. But that leaves an unacceptable amount of room for error," said Finley co-founder and CEO Jeremy Tsui. "Finley's Verification Suite automatically runs thousands of checks on borrower data as soon as it arrives. It flags inconsistencies to asset managers so they can protect their investments."Finley, a debt capital software company, announces a Verification Suite for private credit lenders. Post thisFinley's new offering enables asset managers to manage their asset-backed loans more effectively by automatically flagging calculation inaccuracies or inconsistencies in datasets, whether those datasets represent real assets or receivables.Building on Finley's borrower-facing automation platform, which includes a Digital Credit Agreement, Funding Request Automation, and Insights, the Verification Suite gives asset managers peace of mind around questions like:Is the borrower's collateral sufficient for this funding request?Does the asset data recorded in this loan tape match the data from source documents, such as appraisal documents or invoices?Have all the borrowing base calculations in this funding request been checked against the stipulations of the credit agreement?"We're bringing modern data concepts, such as data centralization and consistency over time, to asset-backed finance," said Kevin Suh, Finley co-founder and CTO. "Our Verification Suite delivers instant feedback that can help protect borrowers and lenders in high-stakes asset-backed transactions
Today, Finley announced it has secured a $17 million Series A financing to expand its support for different types of debt capital and develop a new software offering for debt capital providers.
Finley helps companies taking out debt capital understand their loan agreements and better comply with terms and reporting requirements.
CRV led the round, and as part of the investment, James Green, general partner at CRV, will join Finley’s board.