**Chief Financial Officer**

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

**Compensation & Benefits**

- $200,000 base salary + discretionary bonus

- 100% company-paid medical, vision, and dental for the employee

- Hybrid schedule with genuine, meaningful flexibility

Interested candidates are encouraged to apply or reach out for a confidential conversation.

Zapp Talent Strategies

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Chief Financial Officer