Chief Financial Officer

Pure IT CUSO•Tomball, TX

28d•Hybrid

About The Position

Pure IT is a growing Managed Services Provider (MSP) specializing in IT support for credit unions. The Chief Financial Officer will serve as a trusted advisor to executive leadership and guide the financial direction of Pure IT Credit Union Services, supporting responsible and profitable growth. The CFO leads the organization’s financial operations and strategy, including accounting, reporting, budgeting, forecasting, treasury, tax, cash management, risk management, and compliance. The role partners with executive leadership and the Board of Directors on strategic decisions, provides financial analysis and performance reporting, and leads financial planning, audit, M&A diligence and integration, and finance-team development. The position is based in Tomball, Texas, and follows a flexible hybrid schedule with on-site work on Wednesdays and Thursdays.

Requirements

Bachelor’s degree in Accounting or Finance.
At least 10 years of progressive finance and accounting leadership experience, including senior executive leadership.
Advanced knowledge of GAAP, financial reporting, budgeting, forecasting, and internal controls.
Exceptional leadership, communication, and executive presentation skills.
Strong analytical, strategic thinking, and problem-solving abilities.
High level of integrity and sound business judgment.

Nice To Haves

CPA and/or MBA.
Previous experience as a CFO, VP of Finance, or Corporate Controller.
Experience in a Managed Service Provider (MSP), IT services, technology services, SaaS, or recurring-revenue business.
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.
Experience building financial dashboards, KPIs, forecasting models, and executive reporting.
Experience working with private-equity-backed organizations.

Responsibilities

Serve as a strategic business partner to the COO, executive leadership team, and Board of Directors, providing financial insight to support growth, profitability, and long-term decisions.
Lead financial operations, including accounting, financial reporting, budgeting, forecasting, treasury, tax, accounts payable, accounts receivable, credit, and cash management.
Ensure accurate and timely recording, reconciliation, and reporting of operational and financial results in accordance with U.S. GAAP and company policies.
Develop and improve financial policies, accounting procedures, internal controls, and compliance programs to protect company assets and reduce financial risk.
Lead annual budgeting, long-range financial planning, forecasting, and capital planning with executive leadership.
Provide executive financial reports, dashboards, and KPIs to support data-driven decisions.
Develop and monitor financial metrics, including revenue growth, EBITDA, margins, cash flow, utilization, customer profitability, recurring revenue, and business-unit performance.
Ensure sufficient cash flow and working capital for operational and strategic objectives.
Identify opportunities to improve profitability, reduce costs, streamline operations, and increase efficiency through financial analysis and process improvements.
Partner with leadership to evaluate pricing strategies, service profitability, labor utilization, and customer contract performance.
Develop financial models for 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.
Evaluate financial exposures, liabilities, investments, insurance coverage, and capital structure as part of enterprise risk management.
Lead financial due diligence, valuation analysis, integration planning, and post-acquisition reporting for mergers and acquisitions.
Build and maintain executive dashboards showing performance and profitability by department, business unit, client, and service offering.
Develop workforce planning and financial staffing models to support growth, hiring decisions, and resource optimization.
Oversee collections strategies and accounts receivable performance to maintain cash flow and minimize aging receivables.
Present monthly, quarterly, and annual financial results, forecasts, and strategic recommendations to executive leadership and the Board.
Lead the annual financial audit and maintain relationships with external auditors, banking partners, insurance providers, tax advisors, and other financial institutions.
Ensure compliance with federal, state, and local financial reporting requirements, tax regulations, and applicable accounting standards.
Drive financial systems improvements, automation, and reporting enhancements to improve efficiency, accuracy, and scalability.
Lead, mentor, and develop the accounting and finance team, fostering accountability, collaboration, and continuous improvement.
Build cross-functional partnerships to align financial objectives with operational goals.
Perform other executive leadership responsibilities as assigned in support of the company’s strategic objectives.