ZipLiens

Financial Planning and Analysis

• Own the company’s P&L, balance sheet, cash flow, and treasury management.
• Establish and manage the monthly/quarterly financial close process.
• Lead budgeting, forecasting, and FP&A in coordination with executive leadership.
• Manage relationships with external accounting firms, tax advisors, and auditors.
• Own lender compliance and reporting (existing and future facilities).
• Deliver board-ready financial packages to the Founder and PE sponsor.
• Hire and manage a Controller and build out the finance team.
• Execute capital markets transactions to monetize the company’s mass tort receivable pipeline, including factoring, credit facilities, and structured financing.
• Lead the company’s transition from cash to accrual accounting (ASC 606). This is a major near-term project involving accounting firm engagement, revenue recognition policy development, 2–3 year historical restatement, and full audit—estimated at 8–12 months to completion. This is the single most consequential infrastructure project on the near-term horizon.
• Build lender-grade portfolio reporting and data infrastructure in coordination with operations and technology.
• Develop and maintain the borrowing base methodology and underwriting framework for the receivable portfolio.
• Engage and manage relationships with institutional lenders, specialty finance counterparties, and structured finance counsel.
• Present proposed transactions to the Investment Committee for approval.
• Own the financial narrative for investors: audited financials, capital markets documentation, and portfolio analytics.

Chief Financial Officer

Data Analyst

• Obtain, validate, and organize large client data sets for use within the Zipliens platform.
• Maintain high standards of accuracy, timeliness, and efficiency across all data deliverables.
• Manage recurring data exchanges with external agencies (e.g., Medicare, LRP vendors, Medicaid), ensuring accuracy and timeliness.
• Deliver customized reporting solutions and visualizations to meet internal and external needs.
• Work with client data teams to improve onboarding and file delivery processes.
• Identify inefficiencies in recurring workflows, lead optimization initiatives, and document processes and standards to support internal consistency and knowledge sharing.
• Partner with developers to define requirements and support tool development in the Zipliens portal.
• Provide department leadership with metrics, KPIs, and data-driven recommendations.
• Communicate data challenges and solutions clearly and succinctly across teams.

Chief Financial Officer

Mass Tort Data Analyst – Lien Resolution