Job Description

Director of Finance & Systems

At Optii Solutions, we are a SaaS software company and design, build, and market intelligent tools for hotels to thrive in the modern world. Our product is utilized by some of the top hotels in the world and we thrive only because of great talent.

We are seeking a forward-thinking Director of Finance who combines financial expertise with a passion for SaaS systems, automation, and AI-driven innovation. A major emphasis will be on driving quote-to-cash automation and ARR automation to improve accuracy, speed, and real-time visibility into financial performance. Therefore experience in growing SaaS companies and retooling financial processes is a must.

Key Responsibilities:

Strategic Finance & Leadership

• Partner with executive leadership to align financial insights with strategic goals and growth initiatives.
• Lead budgeting, forecasting, and scenario planning using advanced modeling and AI-enabled tools.
• Translate complex financial data into actionable recommendations for decision-making.
• Champion finance technology adoption across the organization.

Systems & Process Innovation

• Lead the design and implementation of quote-to-cash automation to streamline billing, collections, and revenue recognition.
• Drive ARR automation to ensure accurate, real-time recurring revenue tracking and reporting.
• Implement and optimize ERP/accounting systems and integrate them with business platforms for unified reporting.
• Leverage AI tools (predictive analytics, automated reconciliations, expense bots) to minimize manual work and increase accuracy.

Financial Analysis & Reporting

• Build automated dashboards that provide leadership with real-time insights into revenue, ARR, and financial performance.
• Conduct variance, trend, and cohort analyses to surface risks and opportunities.
• Use predictive analytics and modeling to anticipate business outcomes.
• Accounting Oversight (via part-time accountant)
• Ensure compliance with GAAP , tax, and regulatory requirements.
• Oversee the integrity of bookkeeping, reconciliations, and audit preparation.
• Maintain high standards for financial controls and reporting accuracy.

Qualifications

Bachelor’s degree in Finance, Accounting, or a related field (CPA/CMA preferred but not required), with 5–7 years of progressive experience in finance or accounting, ideally within growth-stage or SaaS organizations. Demonstrated hands-on experience implementing quote-to-cash or ARR automation, driving financial systems improvements, and adopting modern financial technologies, including AI-driven tools. Strong communication, problem-solving, and leadership skills are essential.

Other Requirements

Position is located in our office in Austin, Texas. Based in Austin is strongly preferred. Eligibility to work in the United States is required. May require some flexible scheduling to accommodate international team collaboration. This individual must have an outstanding ability to collaborate effectively, meet deadlines, think out of the box

What Success Looks Like

Quote-to-cash and ARR automation are fully implemented, providing seamless revenue recognition and real-time visibility. Leadership has clear, automated dashboards to guide strategic and operational decisions.

Finance is recognized as a scalable, innovation-driven partner across the organization. Manual tasks are reduced, compliance is safeguarded, and the business runs more efficiently at scale.

Here is why you'll love working at Optii!

Optii’s culture is built on working smarter, high performance, transparency, and inclusivity. We reward excellence, support productivity, and offer competitive benefits, including four weeks of PTO for all full-time employees. Team alignment and engagement are fostered through open leadership, regular all-hands, employee feedback, and team-building activities.

Optii is an equal opportunity employer committed to fairness and inclusion. All qualified applicants are considered without regard to any protected characteristic, in accordance with applicable laws.

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