Director of Technology Strategy & Integration

Company Overview
Equify Financial is an independent commercial finance specializing in asset-backed lending solutions for complex lending needs across construction, industrial, transportation, and specialty equipment markets. Our approach blends disciplined credit execution with flexibility, speed, and deep industry understanding, supporting business owners where traditional lenders fall short.

Role Summary
Equify Financial is seeking a seasoned technology leader to own the end-to-end strategy, integration, and optimization of our technology system stack. This role will partner closely with the Equify Senior Leadership Team, and IT Leadership to drive technology-enabled efficiencies, portfolio scalability, compliance rigor, and actionable insights. The Director of Technology Strategy & Integration will serve as the business-aligned technology owner for our lending platforms—Salesforce CRM, Solifi ILS (asset-based lending/lease servicing), Northteq (origination/automation), and adjacent applications—ensuring they are integrated, secure, reliable, and delivering measurable outcomes.
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Key Responsibilities
1) Technology Strategy & Roadmap (Finance-Aligned)
• Define a 24–36 month technology roadmap aligned with growth objectives, funding structures, risk management, and operational KPIs.
• Translate finance goals (e.g., cost of funds optimization, portfolio yield, servicing efficiency, credit quality) into clear technology capabilities and sequencing.
• Build business cases, TCO models, and ROI analyses for platform investments, upgrades, and new capabilities.
2) Enterprise Integration & Architecture
• Architect and oversee integrations between Salesforce, Solifi ILS, Northteq, credit bureaus, Docusign eSignature, document management, payment gateways, GL/ERP, and data warehouses.
• Contribute to continuous integration standards (APIs, ETL/ELT patterns, event-driven architecture, data contracts) using modern middleware (e.g., Workato, IPAAS, Azure Integration Services).
• Ensure data lineage, master data management, and reference data integrity across origination, underwriting, booking, servicing, collections, and reporting.
3) Platform Ownership & Optimization
• Serve as executive Product Owner for the technology stack—prioritize backlogs, design scalable configurations, and drive adoption of best practices.
• Optimize Salesforce (Sales/Service/Experience Cloud), Solifi ILS (contract setup, billing, cash application, collateral management), and Northteq (LOS/portals/automation) for throughput and quality.
4) Data, Analytics & Reporting
• Partner with Finance/Accounting and the Data Architecture team to automate reporting for portfolio performance, delinquency, charge-offs, residuals, advance rates, covenant monitoring, and other reports as needed by the business.
• Assist the data architecture team in the continued evolution of data pipelines into a governed data Lakehouse environment; provide direction on Power BI dashboards, operational scorecards, and executive reporting.
• Implement data quality and reconciliation controls (system-of-record clarity, trial balance tie-outs, subledger alignment to GL, etc.).
5) Risk, Controls & Compliance
• Assist the Governance team developing controls supporting SOX, GLBA, SOC2, reports, vendor due diligence, and audit readiness.
• Ensure secure-by-design architecture with strong IAM, role-based access, PII protection, retention policies, and robust DR/BCP.
6) Delivery Leadership & Vendor Management
• Lead cross-functional teams (Product, Architecture, Integration, Data) to deliver high-impact initiatives on time and budget.
• Manage vendor relationships (Solifi, Northteq, Salesforce, Tamarack) and negotiate SLAs, statements of work, and escalations, while holding vendors accountable for their scope of work.
• Implement agile methods with financial discipline (budget tracking, earned value, milestone gates).
7) Finance Partnership & CFO Alignment
• Assist in translating structured finance strategies (e.g., securitizations, warehouse lines, syndications, managed accounts) into technology workflows and reporting needs.
• Work with IT to drive automation across booking, servicing, cash management, reconciliations, covenant reporting, and investor packages.
• Support scenario planning, stress testing, and analytics for capital allocation and risk-adjusted returns.
8) People Leadership & Culture
• Build and mentor a high-performing team; foster a culture of accountability, documentation rigor, and continuous improvement.
• Work with IT to establish clear roles