Chief Financial Officer

MSI Data is the company behind Service Pro®, an established field service management platform purpose‑built for equipment‑centric service organizations. For more than two decades, we've helped contractors, manufacturers, and industrial service companies across HVAC, medical equipment, oil and gas, manufacturing, and other verticals run smarter operations — from dispatch and scheduling to mobile workflows, asset management, and ERP integration.

We're a category‑focused company at an inflection point: a stable, profitable business with loyal enterprise customers, a strong product foundation, and a clear opportunity to accelerate growth in a category that is rapidly evolving with AI, IoT, and embedded analytics. We're now hiring a CFO who can both protect what's working and help us build the business model and operating discipline of the next chapter.

This is a true builder's CFO seat. You'll inherit a lean finance function — an outsourced Controller and a Financial Operations Manager running Net Suite to support the usual financial operations of the business (AP/AR, expense management and regular reporting (AP — and a mandate to rebuild it: people, processes, systems, and reporting cadence. At the same time, you'll be a core member of the executive team, partnering with the CEO, executive leaders and our board to rethink our business model, drive organizational change, and chart a credible path from sub‑$10M ARR to the next stage of scale.

If you've been a CFO in a PE‑ or VC‑backed SaaS company and you want a role where finance leadership genuinely shapes strategy — not just reports on it — this is that role.

• Assess current finance function and build the organization needed to support a growing SaaS business;
• Rebuild the finance function from the ground up: hire, mentor, and structure a team that can support a growing SaaS business.
• Replace ad‑hoc processes with a scalable monthly close, accurate revenue recognition, and clean SaaS metrics (e.g. ARR, NRR, GRR, CAC payback, magic number, rule of 40).
• Own the financial systems stack centered on Net Suite, including process redesign, reporting automation, and integrations with billing and CRM.
• Enhance/Refine FP&A Processes: budgeting, forecasting, scenario planning, and a rolling operating cadence the leadership team can run the business on.

• Partner with the CEO and the executive leadership team to evaluate and evolve pricing, packaging, and go‑to‑market economics — what should we keep, what should we change, what new motions should we test?
• Support decisions on segment focus, customer profitability, expansion strategy, and product investment by providing relevant data to support decisions and providing strategic input;
• Translate strategy into a financial operating plan with clear targets, leading indicators, and accountability across the leadership team.
• Help drive organizational change with the courage to call out what's not working and the credibility to propose what should replace it.

• Lead Finance and Legal as primary functional owner.
• Co‑own People/HR with the COO — including comp philosophy, employee benefits, equity planning, and workforce strategy as the company scales.
• Manage external partners: auditors, tax advisors, legal counsel, banking relationships, and insurance.

• Own cash management, working capital, and the financial discipline that keeps a sub‑$10M ARR business durable while it invests for growth.
• Develop board‑ready reporting and serve as a trusted communicator with ownership and any future capital partners.
• Build the financial story and data room readiness needed to support future strategic options as they emerge.

• A real business with real customers, real revenue, and a respected product in a growing category.
• A leadership team that wants a true partner in the CFO seat — not a scorekeeper.
• The rare combination of stability and white space: enough foundation to build on, enough opportunity to genuinely shape what comes next.
• Flexible work arrangements — remote, hybrid, or on‑site at our Milwaukee…