Director of Finance & Systems

At Optii Solutions, we design, build, market, and maintain intelligent tools for hotels to thrive in the modern world.  Our product is utilized by some of the top hotels in the world, and the company’s growth is limitless with the addition of great talent.

We are seeking a forward-thinking Director of Finance who combines financial expertise with a passion for systems, automation, and AI-driven innovation. With the support of a part-time accountant for day-to-day bookkeeping, this role focuses on optimizing workflows, implementing scalable tools, and delivering strategic insights that fuel growth and efficiency. A major emphasis will be on driving quote-to-cash automation and ARR automation to improve accuracy, speed, and real-time visibility into financial performance.

Key Responsibilities:

• Strategic Finance & Leadership
  • Partner with executive leadership to align financial insights with strategic goals and growth initiatives.
  • Lead budgeting, forecasting, and scenario planning using advanced modeling and AI-enabled tools.
  • Translate complex financial data into actionable recommendations for decision-making.
  • Champion finance technology adoption across the organization.

• Systems & Process Innovation
  • Lead the design and implementation of quote-to-cash automation to streamline billing, collections, and revenue recognition.
  • Drive ARR automation to ensure accurate, real-time recurring revenue tracking and reporting.
  • Evaluate and modernize financial processes, prioritizing automation, scalability, and compliance.
  • Implement and optimize ERP/accounting systems and integrate them with business platforms for unified reporting.
  • Leverage AI tools (predictive analytics, automated reconciliations, expense bots) to minimize manual work and increase accuracy.

• Financial Analysis & Reporting
  • Build automated dashboards that provide leadership with real-time insights into revenue, ARR, and financial performance.
  • Conduct variance, trend, and cohort analyses to surface risks and opportunities.
  • Use predictive analytics and modeling to anticipate business outcomes.

• Accounting Oversight (via part-time accountant)
  • Ensure compliance with GAAP, tax, and regulatory requirements.
  • Oversee the integrity of bookkeeping, reconciliations, and audit preparation.
  • Maintain high standards for financial controls and reporting accuracy.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field (CPA/CMA a plus, but not required).
• 5–7 years of progressive finance or accounting experience, ideally in growth-oriented or SaaS organizations.
• Hands-on experience implementing quote-to-cash or ARR automation strongly preferred.
• Proven track record driving systems improvements and financial technology adoption.
• Familiarity with AI-driven tools (predictive analytics, automated reconciliation, expense management platforms).
• Advanced Excel/Google Sheets skills; experience with BI tools (Tableau, Power BI, Looker) preferred.
• Excellent communication, problem-solving, and leadership skills.

Other Requirements

• Position is located in our office in Austin, Texas, or may be a remote or hybrid workplace enabling a mix of office and home-based work.
• Eligibility to work in the United States is required.
• May require some flexible scheduling to accommodate international team collaboration. 

This individual must have an outstanding ability to collaborate effectively, meet deadlines, think out of the box for creative solutions, manage multiple projects simultaneously, and work with accuracy.  We are a dynamic, growing company that requires all team members to have an all-hands-on-deck attitude, ready to tackle tasks that may fall outside our usual routines.

What Success Looks Like

• Quote-to-cash and ARR automation are fully implemented, providing seamless revenue recognition and real-time visibility.
• Leadership has clear, automated dashboards to guide strategic and operational decisions.
• Finance is recognized as a scalable, innovation-driven partner across the organization.
• Manual tasks are reduced, compliance is safeguarded, and the business runs more efficiently at scale.

Here is why you'll love working at Optii!

• Our product goals are to work smarter, not harder, increase team productivity, and provide an intelligent, market-first technology, and our culture reflects that.
• We are a team of high performers who are encouraged and rewarded for exceeding performance expectations.
• We value fairness and equity, which is why we recently revamped our PTO program to allow all full-time employees four weeks of time off per year.
• Our transparent leadership style enables Optii team members to stay aligned with the Company's goals and performance through regular all-hands meetings.
• Because we care what our employees think and encourage candid feedback, we regularly survey them on various topics through an app called OfficeVibe.
• We promote inclusiveness and camaraderie through regular "hangouts" and team activities.
• We've brought on a company culture partner to drive our intentionality around employee engagement and to support our company leaders in facilitating these efforts.  
• We offer a generous benefits and time-off package.

Optii is an equal opportunity employer.  All applicants are considered for positions without regard to race,  religion,  color,  sex,  gender,  sexual orientation,  pregnancy,  age,  national origin,  ancestry,  physical/mental disability,  severe/morbid obesity,  medical condition, military/veteran status, genetic information, marital status, ethnicity, alienage or any other protected classification, in accordance with applicable federal, state, and local laws. By completing this application, you are seeking to join a team of hardworking professionals dedicated to consistently delivering outstanding service to our customers and contributing to the financial success of the company, its clients, and its employees.