CFO - Test Assure - Brydon Portfolio Company

TestAssure is a fast-moving software company providing best-in-class automated testing solutions of workforce management rules. Our product services many of the world’s leading businesses and provides our customers highly quantifiable value, but it’s only just beginning. We’re looking to evolve our platform, improve UX, extend integrations, unlock new growth and ultimately deliver more value to customers.

Role Overview

The CFO will serve as a key member of the executive leadership team, reporting directly to the CEO and lead the company's Finance function. This is a high-impact, high-visibility role responsible for building financial and operational infrastructure to support aggressive revenue growth and long-term sustainability.

Near term

• Move TestAssure to best practice on controllership and financial management
• Improve and streamline the monthly close process
• Implement rigorous cash flow forecasting
• Implement improvements to internal spend and cash controls
• Develop a repeatable, effective financial reporting process
• Develop weekly, monthly, quarterly reporting mechanisms and provide an operating pack each month
• Work with other functions to quantify and track KPIs that drive value creation
• Design & implement a standardized process to be followed when updating the package
• Work with VP Services to provide better ongoing analysis of the health of our implementation services business
• Codify and drive the annual budgeting process
• Take the organization through an efficient, rigorous budgeting process
• Partner with the CEO, CoS, ELT to size and refine the value creation plan
• Review billing and revenue recognition processes, and partner with sales and leadership across the organization to improve our procurement process

Long term - Chief Financial Officer

• We are seeking a finance partner ready to step up to the CFO role as the business scales, this leader will be able to think holistically about the business, advise and execute on acquisitions and integrations, make pricing recommendations and craft business strategy

• Evaluate migrating existing finance systems to upgraded platforms to improve financial reporting, analysis quality, and scalability

• Build out a fit-for-purpose finance team that can execute transactions, drive business decision making through excellent reporting and analysis
• Execute an ambitious growth path through effective capital allocation
• Lead additional functions such as HR, IT, Administrative

Requirements

Qualifications and Experience

• 7-10+ years of finance leadership experience in a private-equity backed company setting
• Strong accounting background and controllership fundamentals
• Experience implementing new ERP systems (e.g., netsuite, sage)
• Experience with M&A transactions and post-merger integrations
• Deep expertise in FP&A, cash flow forecasting, and financial modeling
• Experience leading compliance, risk management, board and lender reporting
• Track record of building scalable finance functions and working with PE-backed companies.
• Strong knowledge of automation and billing platforms.
• Hands-on experience with HR oversight and third-party HR management.

Location

We are a remote-first company. For this senior leadership role, proximity to Dallas, TX is a plus, as the CEO is based there and values periodic in-person collaboration (approximately 2–3 days per week in a co-working environment).

Benefits

BENEFITS AND COMPENSATION

• This is a full-time position where salary and equity will be based on experience; yearly compensation will range from $200,000 to $250,000 USD per year.
• TestAssure offers employees a comprehensive benefits package including health insurance and a 401k / retirement plan with matching contribution.