Chief Financial Officer

Position:
Chief Financial Officer

Company:
Pure IT Credit Union Services

Location:
United States, Tomball, TX

Employment type:
Full Time

Work Arrangement:
Flexible hybrid work schedule with a mix of remote and on-site work (on-site days are Wednesday and Thursday only).

Short Summary:
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.

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.
- Identify opportunities to improve profitability, reduce costs, streamline operations, and increase organizational efficiency through financial analysis and process improvements.
- Lead financial due diligence, valuation analysis, integration planning, and post-acquisition reporting for mergers and acquisitions.
- Present monthly, quarterly, and annual financial performance reports, forecasts, and strategic recommendations to executive leadership and the Board of Directors.

Requirement:
- 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.
- Strong understanding of recurring revenue accounting, service profitability, project accounting, and subscription-based financial models.
- Proven experience building financial dashboards, KPIs, forecasting models, and executive reporting.
- Exceptional leadership, communication, and executive presentation skills.

Benefits:
- Competitive compensation based on experience.
- Comprehensive benefits including health, dental, and vision.
- Paid certification and training.
- A team culture that values quality work, shared knowledge, and mutual respect.