Chief Financial Officer

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)