Description
At Vitis Technologies, we believe that success lies in delivering unparalleled customer experience. We achieve this by recruiting and hiring the most talented, customer-focused individuals with technical expertise in the industry. A positive and enthusiastic attitude, coupled with a commitment to providing the best possible user experience, is essential. Vitis Technologies succeeds in this through our customer-first approach.
The Director of Finance serves as a strategic leader responsible for overseeing the organization’s financial health, planning, and performance. This role ensures that financial strategy is tightly aligned with business objectives, enabling sustainable growth, operational excellence, and long-term value creation. The Director brings a forward-looking, analytical mindset—connecting financial insights to execution and guiding data-driven decision-making across all functions.
As a key member of the leadership team, the Director of Finance develops and executes financial strategies that enhance profitability, optimize resource allocation, and strengthen fiscal discipline across both recurring and project-based revenue streams. This role also oversees all accounting and financial operations, ensuring accuracy, compliance, and transparency while fostering a culture of accountability and continuous improvement.
In addition, the Director manages critical financial levers including working capital, vendor relationships, and banking partnerships to maintain financial stability while enabling strategic investments in people, systems, and growth initiatives.
Key Priorities
- Lead Financial Strategy
Develop and execute a forward-looking financial strategy that drives growth, improves profitability, and ensures alignment across all business units.
- Build Scalable Infrastructure
Design and implement scalable financial systems, reporting frameworks, and automated processes that enhance visibility, efficiency, and decision-making agility.
- Develop High-Performing Teams
Lead and mentor finance and accounting teams to foster a culture of fiscal responsibility, operational excellence, compliance, and cross-functional collaboration.
Requirements
Essential Responsibilities
1. Financial Strategy & Leadership
• Serve as the financial leader for business unit performance, providing clear insights, analysis, and driven decision-making• 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.
2. 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.
3. 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.
4. 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.
5. 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.
6. Mergers, Acquisitions & Special Projects
• Manage financial aspects industry partnerships to ensure alignment with organizational financial goals (sales-related)
7. 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 strategic mindset, with clear potential to evolve into a Chief Financial Officer role.
Compensation Method
• Base salary plus quarterly bonus based on individual and company performance. On Target Earnings of $150,000 to $175,000 annually.
• Bonus based on achievement of key financial goals and profitability targets.
• Detailed compensation structure outlined in the company’s Working Arrangement document.
Skills Required
- Bachelor's degree in Accounting, Finance, or Business Administration
- CPA or MBA
- 8+ years of progressive financial leadership experience in high-growth or technology-driven organizations
- Understanding of GAAP, tax law, audit, risk management, and regulatory reporting
- Proficiency with financial systems/ERPs (QuickBooks Enterprise, NetSuite, Sage Intacct) and integrating data from PSA/RMM systems
- Advanced Excel and data visualization skills; experience building financial dashboards and KPI frameworks
- 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
- Strong leadership, team development, communication skills, and executive presence
What We Do
As a trusted technology partner, Prosource has helped businesses of all sizes optimize processes, reduce costs, and enhance their bottom lines for more than 35 years—all with an unmatched customer experience. From managed IT, cybersecurity, and digital transformation solutions to top-tier office and production equipment and managed print services, Prosource delivers powerful solutions to help organizations leverage technology for strategic advantage and become more efficient, effective, and competitive. With an established headquarters in Cincinnati, depth and breadth of expertise, products, and services through the Midwest, and worldwide backing from our manufacturers, Prosource provides personal service and support while leading the way in the region in business technology.
