Chief Financial Officer

Pure IT CUSO • Tomball, TX

27d • 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 help guide the financial direction of Pure IT Credit Union Services while supporting responsible, profitable growth. The role leads the company’s financial operations and strategy, supports executive and Board decision-making, and develops the financial practices, reporting, and team capabilities needed to scale the business.

Requirements

• Bachelor’s degree in Accounting or Finance.
• At least 10 years of progressive finance and accounting leadership experience, including senior executive leadership.
• 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.
• 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.
• 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 an MSP, IT services, technology services, SaaS, or recurring-revenue business.
• 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 for growth, profitability, and long-term decisions.
• Lead accounting, financial reporting, budgeting, forecasting, treasury, tax, accounts payable, accounts receivable, credit, and cash management.
• Ensure accurate and timely recording, reconciliation, and reporting of financial and operational results in accordance with U.S. GAAP and company policies.
• Develop and improve financial policies, accounting procedures, internal controls, and compliance programs.
• Lead annual budgeting, long-range financial planning, forecasting, and capital planning in collaboration 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.
• Manage cash flow and working capital to support 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.
• Manage enterprise financial risk by evaluating 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 showing performance and profitability by department, business unit, client, and service offering.
• Develop workforce planning and financial staffing models to support growth, hiring, and resource optimization.
• Oversee collection strategies and accounts receivable performance to maintain cash flow and minimize aging receivables.
• Present monthly, quarterly, and annual performance reports, 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 applicable federal, state, and local financial reporting requirements, tax regulations, and accounting standards.
• Drive financial-system 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 company strategic objectives.

Benefits

• Competitive compensation based on experience.
• Comprehensive health, dental, and vision benefits.
• Paid certification and training.
• Flexible hybrid work schedule, with on-site work on Wednesdays and Thursdays only.
• Team culture that values quality work, shared knowledge, and mutual respect.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive