Job Description

Description

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.

The Opportunity

This is a true builder's CFO seat. You'll inherit a lean finance function — an outsourced Controller and a Financial Operations Manager running NetSuite 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.

What you'll own

• 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 NetSuite, 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.

Strategic Partnership and Business Model Evolution

• 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?
• Supportr 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.

Co-ownership of G&A

• 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.

Capital, Risk and Stewardship

• 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.

Why MSI Data

• 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 headquarters.
• Competitive compensation including base, performance bonus, and equity participation.

Requirements

Required

• Prior CFO experience at a B2B SaaS company, with demonstrated success building or rebuilding a finance function.
• PE- or VC-backed company experience — you understand sponsor expectations, board dynamics, KPI rigor, and what "ready" looks like.
• Deep fluency in SaaS economics and metrics, ASC 606 revenue recognition, and SaaS-appropriate financial systems and reporting.
• Hands-on operator's mindset — comfortable in a small-team environment where you'll build the model in Excel one day and coach a hire the next.
• Strategic range — you've been in the room when business model decisions get made, and you know how to bring data and judgment to those conversations.
• Strong communicator and partner to a CEO, COO, VP Revenue and broader leadership team.

Preferred

• Experience with NetSuite as the system of record.
• Vertical SaaS or field service / industrial software background.
• Experience helping a company move through a meaningful inflection — pricing model change, segment repositioning, M&A, or capital event.
• Track record of building and developing finance teams, not just running them.