Director of Finance
- Develop and execute a financial strategy that supports growth, profitability, and operational alignment across all business units.
- Build scalable financial systems, reporting frameworks, and automated processes that enable visibility and agility.
- Lead the finance and accounting teams in fostering a culture of fiscal responsibility, compliance, and strategic collaboration.
- Financial Strategy & Leadership
- Serve as business unit leader for financial performance, analysis, and reporting.
- Develop and execute financial strategy aligned with business growth (organic, partnerships, and M&A).
- Translate financial insights into operational priorities for sales, service delivery, and support.
- Define optimal financial targets and collaborate with business unit leaders on operational targets.
- Revenue & Profitability Management
- Oversee recurring revenue (MRR/ARR) and project-based revenue.
- Monitor contract profitability by client, service line, and SLA commitments.
- Implement frameworks to identify financial variances, diagnose root causes, and execute cost-reduction/efficiency programs.
- Planning, Forecasting & Analysis
- Participate in strategic planning processes across all business units
- Facilitate budgeting processes across all business units
- Build rolling forecasts and budgets tailored to recurring revenue dynamics.
- Provide visibility into churn, upsell/cross-sell opportunities, CLTV, and utilization metrics.
- Deliver timely and accurate dashboards and financial reporting to the executive committee and stakeholders.
- Cash Flow & Working Capital Management
- Manage cash flow given delayed collections, vendor cycles, and upfront hardware/software costs.
- Oversee billing/collections to minimize DSO and improve working capital.
- Support lending activities through proformas, ongoing reporting, compliance, and banking relationships.
- Risk Management & Compliance
- Ensure compliance with GAAP/IFRS, tax law, and industry regulations (HIPAA, SOC 2, etc.).
- Facilitate frameworks for variance/risk monitoring and opportunity management.
- Mergers, Acquisitions & Special Projects
- Manage financial aspects industry partnerships to ensure alignment with organizational financial goals (sales-related)
- Team Leadership & Development
- Lead finance, accounting, and analyst functions.
- Oversee operational finance functions: accounting, A/P, A/R, payroll, commission reporting.
- Implement scalable processes, controls, and compliance systems.
- (Future) Oversee formerly shared service functions now housed within Vitis (e.g., HR, Marketing, Recruitment, Training).
- Bachelor’s degree in accounting, Finance, or Business Administration; CPA or MBA strongly preferred.
- 8+ years of progressive financial leadership experience, ideally within a high-growth or technology-driven organization.
- Demonstrated success in financial planning, analysis, and strategy, with a track record of driving profitability and operational efficiency.
- Understanding of GAAP, tax law, and compliance standards; experience with audit, risk management, and regulatory reporting.
- Proficiency in financial systems and tools (e.g., QuickBooks Enterprise, NetSuite, Sage Intacct, or similar ERP), with experience integrating data from PSA/RMM systems (e.g., Autotask, ConnectWise).
- Exceptional analytical and quantitative skills with the ability to translate financial insights into actionable business strategies.
- Strong leadership and team development capabilities—able to build, mentor, and inspire high-performing finance and accounting teams.
- Excellent communication and executive presence—capable of influencing decision-making at the senior leadership and board level.
- Experience managing cash flow, forecasting, and working capital in recurring revenue and project-based business models.
- Proven ability to lead financial due diligence, valuation, and integration for M&A and strategic partnership initiatives.
- Advanced Excel and data visualization skills; experience building financial dashboards and KPI frameworks for executive reporting.
- Comfortable operating in a dynamic, entrepreneurial environment with competing priorities and high growth expectations.
- High integrity, sound judgment, and a proactive, strategic mindset with the ambition and capacity to evolve into a Chief
- Base salary plus quarterly bonus based on individual and company performance.
- Bonus based on achievement of key financial goals and profitability targets.
- Detailed compensation structure outlined in the company’s Working Arrangement document.
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