As our Chief Financial Officer, you'll be a trusted advisor to our executive leadership team, helping guide the financial direction of Pure IT Credit Union Services while ensuring we continue to grow responsibly and profitably.
What You'll Do: - Serve as a strategic business partner to the COO, executive leadership team, and Board of Directors, providing financial insight that drives business growth, profitability, and long-term strategic decision-making.
- Lead all financial operations including accounting, financial reporting, budgeting, forecasting, treasury, tax, accounts payable, accounts receivable, credit, and cash management.
- Ensure the timely and accurate recording, reconciliation, and reporting of operational and financial results in accordance with U.S. GAAP and company policies
- Develop, implement, and continuously improve financial policies, accounting procedures, internal controls, and compliance programs to safeguard company assets and reduce financial risk.
- Lead the annual budgeting process, long-range financial planning, forecasting, and capital planning in collaboration with executive leadership.
- Provide executive-level financial reporting, dashboards, and key performance indicators (KPIs) that support data-driven business decisions.
- Develop and monitor financial metrics including revenue growth, EBITDA, gross margin, operating margin, cash flow, utilization, customer profitability, recurring revenue (MRR/ARR), and business unit performance.
- Ensure sufficient cash flow and working capital to support operational and strategic business objectives.
- Identify opportunities to improve profitability, reduce costs, streamline operations, and increase organizational efficiency through financial analysis and process improvements
- Partner with leadership team to evaluate pricing strategies, service profitability, labor utilization, and customer contract performance.
- Develop financial models to support new business initiatives, product offerings, acquisitions, and strategic investments.
- Research market trends, economic conditions, and industry benchmarks to identify growth opportunities and mitigate financial risks.
- Perform enterprise risk management by evaluating financial exposures, liabilities, investments, insurance coverage, and capital structure.
- Lead financial due diligence, valuation analysis, integration planning, and post-acquisition reporting for mergers and acquisitions.
- Build and maintain executive dashboards that provide real-time visibility into company performance and profitability by department, business unit, client, and service offering.
- Develop workforce planning and financial staffing models to support organizational growth, hiring decisions, and resource optimization.
- Oversee collections strategies and accounts receivable performance to maintain healthy cash flow and minimize aging receivables.
- Present monthly, quarterly, and annual financial performance reports, forecasts, and strategic recommendations to executive leadership and the Board of Directors.
- Lead the annual financial audit and maintain strong relationships with external auditors, banking partners, insurance providers, tax advisors, and other financial institutions.
- Ensure compliance with all federal, state, and local financial reporting requirements, tax regulations, and applicable accounting standards.
- Drive financial system improvements, automation initiatives, and reporting enhancements that improve efficiency, accuracy, and scalability.
- Foster a culture of accountability, collaboration, and continuous improvement by leading, mentoring, and developing the accounting and finance team.
- Build strong cross-functional partnerships across the organization to ensure financial objectives align with operational goals.
- Perform other executive leadership responsibilities as assigned in support of the company's strategic objectives.
What We're Looking For: - Bachelor's degree in Accounting or Finance required.
- CPA and/or MBA strongly preferred.
- 10+ years of progressive finance and accounting leadership experience, including senior executive leadership.
- Previous experience as a CFO, VP of Finance, or Corporate Controller preferred.
- Experience working within a Managed Service Provider (MSP), IT services, technology services, SaaS, or recurring revenue business model strongly preferred.
- Strong understanding of recurring revenue accounting, service profitability, project accounting, and subscription-based financial models.
- Experience leading mergers and acquisitions, due diligence, business integrations, and financial modeling.
- Proven experience building financial dashboards, KPIs, forecasting models, and executive reporting.
- Advanced knowledge of GAAP, financial reporting, budgeting, forecasting, and internal controls.
- Exceptional leadership, communication, and executive presentation skills.
- Experience working with private equity-backed organizations is a plus.
- Strong analytical, strategic thinking, and problem-solving abilities.
- High level of integrity and sound business judgment.
Why You'll Love Working With Us: - Competitive compensation based on experience.
- Comprehensive benefits including health, dental, and vision.
- Paid certification and training.
- Flexible hybrid work schedule with a mix of remote and on-site work (on-site days are Wednesday and Thursday only).
- A team culture that values quality work, shared knowledge, and mutual respect.
Work Environment- Location: Local - (Tomball, TX)
