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.
