Chief Financial Officer

Zapp Talent Strategies; Houston (TX); Hybrid; USD 180,000 - 220,000; Full time

Benefits offered by this job

Base salary $200,000

Company-paid health, vision, dental

Hybrid schedule with flexibility

Job summary

Zapp Talent Strategies, in the Houston area, seeks a senior finance leader to own day-to-day accounting and financial operations while engaging as an executive voice. This hands-on CFO role includes monthly board reporting, M&A due diligence support, HR/benefits oversight, and contract/legal coordination, with a lean team and one direct report.

The ideal candidate brings 10+ years in accounting/finance, MSP/IT services or tech consulting exposure, and a CPA or MBA is a plus.

Qualifications

• 10+ years of progressive accounting/finance experience
• Controller or CFO-level experience
• MSP/IT services or technology consulting industry experience preferred
• Experience with financial reporting, budgeting, and forecasting
• Experience supporting M&A due diligence and evaluation
• Lean, hands-on environment with direct ownership of core accounting functions
• Experience presenting to Board of Directors or executive leadership

Responsibilities

• Own and manage day-to-day accounting operations, including monthly close, financial reporting, and internal controls
• Prepare and present financial reports and analysis to the Board of Directors on a monthly basis
• Lead financial due diligence and support M&A evaluation
• Partner with executive leadership on budgeting, forecasting, and long-term financial strategy
• Oversee HR, benefits administration, and support contract/legal review as needed
• Manage and mentor one direct report
• Support transition to a new company-wide CRM/operations platform
• Ensure compliance with financial regulations and reporting standards

Skills

Financial reporting

Budgeting

Forecasting

M&A due diligence

Board presentation

Cross-functional collaboration

HR/Benefits administration

Leadership

Communication skills

Education

Bachelor's in Accounting/Finance

CPA or MBA a plus

Job description

Houston, TX area (Hybrid — Very Flexible Schedule) | Full-Time

About the Company

Zapp Talent Strategies is partnering with a growing Credit Union Service Organization (CUSO) that partners with credit unions and financial institutions across the US, providing strategic technology consulting, infrastructure project implementation, and managed IT services.

Position Summary

The CFO will serve as the senior finance leader for the organization, owning day-to-day accounting and financial operations while also serving as a key strategic and executive voice. This is a hands-on role: you will personally manage core accounting and reporting functions (with one direct report) while also reporting monthly to the Board of Directors and playing an active role in M&A due diligence, HR/benefits administration, and contract and legal matters. This role is well suited to a finance leader who wants high visibility and board-level exposure without requiring a large team beneath them. MSP or similar tech-services/consulting industry experience is highly valued given the nature of the business.

Key Responsibilities

• Own and manage day-to-day accounting operations, including monthly close, financial reporting, and internal controls
• Prepare and present financial reports and analysis to the Board of Directors on a monthly basis
• Lead financial due diligence and support M&A evaluation as the company assesses inbound and outbound growth opportunities
• Partner with executive leadership on budgeting, forecasting, and long-term financial strategy
• Oversee HR, benefits administration, and support contract/legal review as needed
• Manage and mentor one direct report
• Support the transition and integration of financial data into a new company-wide CRM/operations platform
• Ensure compliance with relevant financial regulations and reporting standards

Qualifications

• 10+ years of progressive accounting/finance experience, including prior Controller or CFO-level experience
• MSP, IT services, or technology consulting industry experience strongly preferred, understanding of the MSP business model is a key differentiator for this role
• Demonstrated experience with financial reporting, budgeting, and forecasting at a company of similar size (~$10-25M revenue)
• Prior experience supporting M&A due diligence and evaluation
• Comfortable operating in a lean, hands-on environment with direct ownership of core accounting functions
• Experience presenting to a Board of Directors or executive leadership team
• Strong communication skills and comfort operating cross-functionally across HR, legal, and operations
• Bachelor's degree in Accounting, Finance, or related field; CPA or MBA a plus but not required

• $200,000 base salary + discretionary bonus
• 100% company-paid medical, vision, and dental for the employee
• Hybrid schedule with genuine, meaningful flexibility