Oportun's Principal Accounting Officer resigns; interim CFO appointed

Oportun Financial Corp

Casey Mueller resigns as Principal Accounting Officer and Global Controller, effective April 18, 2025, to join another company.
Paul Appleton (Treasurer, Head of Capital Markets) named interim CFO after Jonathan Coblentz's retirement.
Permanent CFO search underway with several highly qualified candidates identified via executive search firm.
Coblentz will provide consulting support through filing of Q1 2025 10-Q.
Resignation not due to any disagreement with Oportun's operations, policies, or practices.

item 5.02

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Departed

Casey Mueller

Principal Accounting Officer and Global Controller

OPRT · Oportun Financial Corp

Effective: 2025-04-18
Filed: March 21, 2025, 7:59 PM ET

On March 17, 2025, Casey Mueller notified Oportun Financial Corporation (the “Company”) that effective as of April 18, 2025, he plans to resign from his role as Principal Accounting Officer and Global Controller to accept a position at another company.

Departed

Jonathan Coblentz

Chief Financial Officer

OPRT · Oportun Financial Corp

Successor: Paul Appleton
Filed: March 21, 2025, 7:59 PM ET

Jonathan Coblentz’ retirement as the Company’s Chief Financial Officer

Appointed (interim)

Paul Appleton

Interim Chief Financial Officer

OPRT · Oportun Financial Corp

Filed: March 21, 2025, 7:59 PM ET

Given Mr. Mueller’s resignation, Paul Appleton, the Company’s Treasurer and Head of Capital Markets, will serve as interim Chief Financial Officer following Jonathan Coblentz’ retirement as the Company’s Chief Financial Officer, until the search for Mr. Coblentz’ successor is completed.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Casey Mueller resigned as Principal Accounting Officer and Global Controller at Oportun Financial Corp.

Action: resigned
Role: Principal Accounting Officer and Global Controller

Exact text from the filing

On March 17, 2025, Casey Mueller notified Oportun Financial Corporation (the “Company”) that effective as of April 18, 2025, he plans to resign from his role as Principal Accounting Officer and Global Controller to accept a position at another company.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Jonathan Coblentz retired as Chief Financial Officer at Oportun Financial Corp.

Action: retired
Role: Chief Financial Officer

Exact text from the filing

Jonathan Coblentz’ retirement as the Company’s Chief Financial Officer

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Paul Appleton was appointed as Interim Chief Financial Officer at Oportun Financial Corp.

Action: appointed
Role: Interim Chief Financial Officer

Exact text from the filing

Given Mr. Mueller’s resignation, Paul Appleton, the Company’s Treasurer and Head of Capital Markets, will serve as interim Chief Financial Officer following Jonathan Coblentz’ retirement as the Company’s Chief Financial Officer, until the search for Mr. Coblentz’ successor is completed.

View on SEC.gov

Oportun Financial Corp filing history →

Source: SEC EDGAR

accession 0001193125-25-060321

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