Role Summary

• Priority: P1 / P2 - hire when capital strategy, M&A, multi-entity complexity, or investor/board reporting requires executive finance leadership
• Reports to: CEO / ownership
• Owns: Financial strategy, capital structure, treasury, M&A finance, tax strategy, investor/board reporting, and executive-level financial governance across all entities and verticals.
• Mission: Build the financial leadership layer above the Finance Director so OPS can scale toward $100M+ revenue without weak capital controls, poor cash visibility, or fragmented entity governance.

Core Responsibilities

• Own group financial strategy, capital planning, treasury, banking relationships, and long-term financial architecture.
• Lead M&A finance workstreams for acquisitions such as SkyDog Ops / CRM and potential PMO acquisitions, including diligence, modeling, integration planning, and post-close reporting.
• Own investor, board, lender, and strategic finance reporting as the company matures.
• Design the tax, transfer pricing, intercompany, and multi-entity finance structure with outside advisors.
• Set finance policy for revenue recognition, margin targets, working capital, cash reserves, debt/equity financing, and approval controls.
• Partner with MD OPS, RevOps, Finance Director, and vertical leaders on branch-level P&L, forecast discipline, hiring affordability, and growth scenarios.
• Oversee Finance Director and controller structure once CFO is hired.
• Create financial readiness for $75M-$100M+ annual revenue scale.

Required Profile

• Senior finance leader with multi-entity, multi-jurisdiction operating experience.
• Experience in services, consulting, SaaS, systems integration, ERP/CRM, or project-based revenue environments.
• Strong M&A finance, treasury, FP&A, reporting, and controls background.
• Able to operate strategically while building practical systems in a fast-growth environment.
• Comfortable partnering with founder/CEO, MD OPS, sales, delivery, HR, RevOps, and external accountants/advisors.

Preferred / Nice to Have

• Prior CFO or VP Finance experience in a $25M-$150M revenue company.
• Experience with international entities: US, Canada, UK, UAE, Europe.
• Experience building finance functions around acquisitions and high-growth hiring plans.

Success Metrics

• Reliable group-level cash forecast and capital plan.
• Clean board/investor finance pack cadence.
• Clear branch-level P&L reporting and margin visibility.
• Documented finance governance across all entities.
• M&A finance process is repeatable and decision-ready.

First 90 Days

• Review entity structure, accounting partners, banking, tax, reporting, and cash controls.
• Assess Finance Director/controller operating model and define gaps.
• Create CFO-level finance roadmap for $100M+ revenue readiness.
• Build first executive finance pack: cash, revenue, margin, forecast, hiring affordability, and risks.
• Define capital/M&A finance playbook for acquisitions or new-entity builds.

About Outpace Professional Services
OPS delivers enterprise-grade ERP, automation, and sovereign technology solutions for ambitious businesses that need to move fast without sacrificing quality. From startups to large-scale global operations, we provide the expertise clients need, when they need it, without the overhead of traditional consulting firms.

Our team specialises in Odoo ERP, hyper-automation, systems integration, and operational transformation, helping organisations build scalable, efficient, and fully controlled technology ecosystems.

At OPS, we value agility, transparency, and excellence without ego. We move quickly, solve real problems and focus on delivering measurable impact for every client we work with.