Chief Financial Officer
Tomball, TX - USA
Job Summary
About Pure IT:
Were a growing Managed Services Provider (MSP) that specializes in supporting credit unions with their IT needs. Our mission To keep their technology running smoothly securely and efficientlyso they can focus on serving their members. Were all about teamwork innovation and having fun while doing what we love.
As our Chief Financial Officer youll 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 Youll 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 companys strategic objectives.
- Bachelors 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 Youll 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)
At Pure IT youll have a seat at the table where your ideas matter. We support one another and are always looking for better ways to serve our clients and grow our business.
Youll work alongside an incredible leadership team thats passionate about innovation teamwork and creating an environment where people can do their best work.
If youre looking for an opportunity to make a real impact and not just manage the numbers wed love to hear from you.
Required Experience:
Chief
About Company
Innovative Technology for Credit Unions | Strategic Consulting, IT Projects, and Managed Services