Chief Financial Officer

Pure IT CUSO•Tomball, TX

6d•Hybrid

About The Position

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. Pure IT is a growing Managed Services Provider (MSP) that specializes in supporting credit unions with their IT needs. Our mission is to keep their technology running smoothly, securely, and efficiently—so they can focus on serving their members. We’re all about teamwork, innovation, and having fun while doing what we love.

Requirements

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.

Nice To Haves

CPA and/or MBA strongly preferred.
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.
Experience working with private equity-backed organizations is a plus.

Responsibilities

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.