Kapitus

Financial Planning and Analysis

• Lead, mentor, and develop a small but impactful FP&A team, providing consistent feedback, career development guidance, and performance management
• Define and communicate the vision, mandate, and operating model for FP&A in a “public ready” environment, including how the team partners with Strategy, Accounting, Treasury, and business leaders
• Set and enforce high standards for analytical rigor, data integrity, timeliness, and clarity across all FP&A outputs
• Promote a culture of accountability, creative problem-solving, and cross-functional collaboration within the Strategic Finance team
• Inspire and create a motivating environment through coaching, mentoring, and enablement
• Provide opportunities to participate in both formal and informal developmental activities
• Working with senior leaders and department head, set expectations for all team members and hold employees accountable for results
• Own the end-to-end financial planning calendar, including the annual operating plan (AOP), long-range plan (LRP), quarterly reforecasts, and monthly outlooks
• Design and implement scalable, repeatable FP&A processes that mirror public-company discipline (e.g., structured monthly close and reporting cycles, standardized packages, clear calendar and expectations)
• Lead the evaluation, selection, implementation, and ongoing governance of planning and reporting tools, with a particular emphasis on Anaplan or similar enterprise planning platforms
• Build and refine forecasting methodologies (e.g., driver-based, cohort, portfolio/credit, and revenue models) appropriate for a high-growth financial services company
• Oversee company-wide budgeting and forecasting processes to ensure they are accurate, timely, and aligned with strategic and financial objectives
• Develop and continuously improve executive-ready reporting for senior leadership and the Board, including monthly and quarterly business reviews and deep dives
• Lead the creation of robust scenario analysis and sensitivity models to support strategic decisions (e.g., growth investments, pricing changes, risk appetite, capital allocation, and funding strategies)
• Translate company-level goals into detailed financial targets and KPIs by business unit, product, and function, and ensure clear accountability for performance against plan.

Director, FP&A

Manager

• Own and run the end-to-end Incident Management process
• Lead and coordinate all P1/P2 Major Incidents, from detection to resolution
• Facilitate rapid troubleshooting with Infra, DevOps, Security, Networking, and Application teams
• Serve as the primary communication lead during incidents
• Ensure root cause analysis (RCA) is conducted for all major incidents
• Identify incident trends and drive long-term prevention activities
• Own the Change Management process
• Review, assess, and approve changes (standard, normal, emergency)
• Chair the Change Advisory Board meetings
• Maintain change calendar and enforce compliance with organizational standards
• Coordinate and manage software releases, infrastructure rollouts, patch cycles, and deployments
• Oversee the accuracy and integrity of the Configuration Management Database (CMDB)
• Continuously improve ITSM processes using ITIL best practices
• Establish KPIs and dashboards for incidents, changes, and releases

Service Manager

Product Manager

• Own and prioritize the product backlog for assigned platforms or initiatives
• Translate complex business and regulatory requirements into clear, structured user stories and acceptance criteria
• Partner closely with Engineering to ensure solutions are technically sound, scalable, and aligned with architectural standards
• Drive sprint planning, backlog refinement, release coordination, and delivery predictability
• Reduce ambiguity and proactively resolve requirement gaps before development
• Ensure product enhancements improve revenue performance, underwriting efficiency, sales conversion, or operational throughput
• Define initiative-level success metrics and monitor post-release performance
• Identify workflow bottlenecks and recommend scalable system improvements
• Support data-driven prioritization decisions grounded in ROI and risk considerations
• Serve as the connective tissue between business stakeholders and technical teams
• Facilitate alignment across Sales, Operations, Risk, Compliance, Finance, and Engineering
• Confidently engage in executive or cross-departmental forums when needed
• Manage stakeholder expectations with transparency and discipline
• Incorporate compliance, risk, and audit considerations into product design
• Ensure solutions meet regulatory and internal control standards
• Partner with Legal and Risk teams to mitigate exposure while maintaining speed
• Contribute to continuous improvement of product processes, documentation standards, and delivery practices
• Promote strong requirement quality and structured decision-making
• Support scalable product operations as the organization grows.

Product Owner

DevOps Engineer

• Perform day-to-day Salesforce administration, including user setup, profiles, permissions, roles, workflows, validation rules, automation (Flows), and other configurations to streamline operations
• Execute Salesforce deployments using Gearset and Salesforce Change Sets to maintain consistent, compliant release cycles
• Evaluate, implement, and maintain Gearset deployments and third-party integrations
• Manage data imports, migrations, and bulk updates, ensuring high levels of data accuracy and integrity
• Conduct recurring data audits and cleanup activities to ensure ongoing database health
• Establish and enforce data entry standards, deduplication processes, and governance practices
• Create and manage custom objects, fields, page layouts, and configurations to support new business functionality
• Collaborate with cross-functional teams to troubleshoot issues, implement enhancements, and ensure system stability
• Maintain Salesforce platform updates, security standards, release features, and industry best practices.
• Maintain accurate system documentation and create training materials for end users
• Cloud architecture experience in AWS environment and container-based deployments using AWS CodePipeline and CloudFormation.
• Experience with various AWS services like ECS, S3, Lambda, and Route53

DevSecOps Engineer II

• Build & Deploy - AWS CloudFormation and OpenTofu for template creation & maintenance
• Leverage GitHub Actions as well as AWS CodePipeline CI/CD automation Leverage AWS Cost Optimizations & AWS Well-Architected Best Practice recommendations
• HA & DR implementations, including improvements to RTO/RPO
• Help maintain AWS Operations with governance mechanisms
• Help to maintain and own the Infrastructure and Operational Excellence for the company
• Document and develop processes to support systems across the organization
• Monitor the implementation of various critical infrastructure and middleware components
• Build & Maintain and release highly available, reliable, stable products across several platforms
• Create alarms and maintain transparent monitoring of all relevant systems for tracking operational excellence, cost, and performance
• Should be able to understand complex architectures and be comfortable working with multiple teams
• Should be highly proactive with a keen focus on improving the uptime availability of our mission-critical services

DevSecOps Engineer III

Customer Retention Specialist

• Monitor, assess, and address the team’s customer approach and outreach through various sales tools, and in accordance with company policies and procedures
• Manage reporting system and financial information pipeline in salesforce with management team
• Review Dashboards and generate reports within salesforce and deliver findings to team members to align performance and accountability
• Act as a player/coach to maintain both individual and team sales unit and volume goals, including offsetting monthly department goals as required
• Contact, manage, and follow up with merchants’ requests, concerns, and needs in a timely fashion
• Act as escalation contact for team and merchants, as appropriate
• Maintain, grow, and build good rapport with key decision makers with client(s)
• Review, facilitate, and expedite renewal submissions and contract funding for individual and team sales
• Inspire and create a motivating environment through coaching, mentoring, and enablement
• Provide opportunities to participate in both formal and informal developmental activities
• Collaborate with team to build short- and long-term learning plans
• Encourage open, candid exchange of ideas, and respectful challenges to status quo
• Work with senior leaders and department head, to set expectations for all team members and hold employees accountable for results
• Define objectives, identify, and evaluate trends and options
• Promptly address performance issues, working with HR as appropriate
• Lead hiring, performance management, compensation, and evaluation of team members
• Collaborate with Kapitus leadership and HR to continually refine and modify career growth and succession plans to meet changing business needs
• Other tasks and duties, as required by management

Manager, Customer Retention Solutions

Accounts Payable

• Oversee the end-to-end Accounts Payable function.
• Develop and implement process improvements and automation.
• Ensure strict compliance with company accounting policies and procedures.
• Lead and manage the AP team, assigning daily tasks and monitoring performance.
• Manage the weekly AP lifecycle through electronic bill payment systems.
• Record and review all invoices for appropriate documentation.
• Execute weekly wire transfers and oversee credit card processing.
• Maintain ownership of the AP Inbox and facilitate clear communication.
• Partner with leadership to develop cash flow funding needs.
• Manage the issuance of annual Form 1099s and maintain vendor documentation.
• Provide critical support during the monthly close process and lead accounting projects.

Manager, Accounts Payable

Full-stack Engineer

• Take ownership of the end-to-end service development lifecycle
• Collaborate with product and business stakeholders
• Lead and mentor the development team
• Conduct thorough code reviews
• Design, develop, and support end-to-end Salesforce solutions
• Create and maintain technical designs, process flows, architectural diagrams
• Diagnose and resolve application issues
• Drive agile development practices within the team
• Work closely with cross-functional teams
• Apply Salesforce industry experience and best practices

Tech Lead – Software Engineer III, Salesforce

Accountant

• Lead the preparation, drafting, and review of Forms 10-Q, 10-K, 8-K, and related SEC filings.
• Prepare and update financial statements, footnotes, MD&A sections, and disclosure checklists.
• Support development of quarterly earnings release materials and non-GAAP reconciliations.
• Perform and/or review XBRL tagging and filing validations.
• Manage the SEC reporting calendar and disclosure committee workflow.
• Coordinate with Legal, FP&A, HR, Tax, and Treasury.
• Serve as a key point of contact for external auditors.
• Support or lead preparation of Form S-1 filings.
• Support IPO readiness and control enhancements.
• Research complex accounting issues and prepare technical accounting memos.
• Provide guidance on ASC 606, ASC 842, share-based compensation, FX, capitalized software, and other areas.
• Evaluate new accounting standards and support policy development.
• Partner with business stakeholders on accounting implications of new transactions.
• Ensure SEC reporting processes comply with SOX 404 expectations.
• Maintain and enhance process narratives and control documentation.
• Support quarterly reviews and annual audits with schedules and reconciliations.
• Perform and review journal entries and reconciliations.
• Validate consolidation results and data flow accuracy.
• Ensure seamless integration of close-to-reporting activities.
• Serve as central point of contact for reporting matters.
• Communicate deadlines, risks, and requirements to leadership.
• Provide informal mentorship and support future function scalability.

Lead Accountant, SEC Reporting

Vice President

• Develop and implement sophisticated workout strategies for collections, loss mitigation, and special asset management.
• Lead negotiations with debtors, borrowers and guarantors to structure and implement complex workout solutions.
• Ensure all recovery efforts comply with legal requirements and internal policies.
• Collaborate with counsel with major account litigation, bankruptcies and state law insolvency proceedings.
• Conduct comprehensive analysis and review of financial statements and other business financial records.
• Monitor and track the performance of troubled accounts, analyze trends, and prepare reports for senior management.
• Partner with in house counsel, major accounts, risk, underwriting, operations, and senior management to monitor risk.
• Implement escalation protocols for all key risks and controls.
• Coach, mentor, and train staff in recovery risk mitigation protocols and processes.

VP, Special Assets

Director

• Shape and execute strategy for workplace and end-user technologies
• Lead IT Service Desk and end-user computing services
• Ensure operational excellence, security, and alignment with enterprise goals
• Oversee administration, performance, and reliability of enterprise databases
• Lead IAM strategy and operations including Okta and Active Directory
• Oversee configuration and administration of Jira and Confluence
• Establish governance for enterprise tool usage
• Define roadmaps for modernization and establish KPIs

Director, Workplace Technology & Services

Account Executive

• Sales Execution: Manage the full sales cycle from prospecting to closing deals, with a focus on outbound calls and building relationships with potential vendors.
• Prospecting: Identify and engage prospective clients to develop a robust pipeline, utilizing search engines and online advertising technologies. This is a role entailing daily outbound calling and heavy prospecting.
• Goal Achievement: Meet and exceed minimum volume goals within the first 90 to 120 days through diligent outreach and networking. Collaboration: Work closely with senior-level Account Executives and underwriting teams to facilitate smooth transactions and client onboarding.
• Vendor Management: Onboard new vendors, ensuring they are comfortable with our systems and services.