Job Description
Description The Director of Finance is responsible for overseeing the financial health, planning, and performance of the organization, ensuring that financial strategy supports sustainable growth and operational excellence. This role requires a strategic, analytical leader capable of connecting financial insights to business execution and guiding decision-making across all departments. The Director plays a pivotal role in developing and implementing financial strategies that align with company goals, drive profitability, and strengthen fiscal discipline across recurring and project-based revenue streams.
As a key leader, the Director of Finance manages the accounting and financial operations teams, instilling a culture of accuracy, accountability, and continuous improvement. They oversee working capital, vendor management, and banking relationships to ensure financial stability while enabling strategic investments in people, systems, and partnerships.
The Director of Finance’s three top priorities are as follows:
- 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.
Requirements Essential Activities and Responsibilities - 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).
Success Attributes - 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
Financial Officer role.
Compensation Method - 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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