Our Firm



Director of Finance


Omnitracs | Accounting/Finance | Dallas, TX

The Director of Finance is responsible for supporting the CFO and VP of Finance, executive management and business functional leaders across all financial functions of the Company.  This includes its tax, treasury, payroll, accounting and billing functions, financial planning, financial reporting and a comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of the company's reported financial results and ensure that reported results comply with generally accepted accounting principles.  The Director of Finance will also work closely with other business leaders in the organization to assist in setting financial goals, as well as provide guidance with respect to current and historical trends, comparison to established metrics and compliance with the budgets and forecasts.  MUST have experience in Private Equity or Technology or Software to be considered




  • Establish credibility throughout the Company and with the Board as an effective problem solver, to be seen as approachable and as a mentor and thought leader on financial issues
  • Build and maintain strong collaborative relationships with functional leaders and teams across the Company
  • Develop, organize, and evaluate the Company’s fiscal functions including all accounting, billing, payroll, and treasury roles
  • Evaluate and advise on the impact of long-range business plans and new products
  • Lead the development of organizational and departmental budgets, ensuring they are focused on achieving operational efficiencies and ensuring the linkage between the budget and longer term growth goals
  • Provide timely and accurate financial reporting to assist the C-Suite, the Board of Directors and other senior leaders in managing their responsibilities including the preparation of monthly and quarterly financial packages and Board of Director presentations
  • Lead the monthly rolling four quarter forecast and Vista Reporting Package submissions
  • Establish operating benchmarks and track progress toward them in order to determine when/if expense reduction activities need to be more aggressively pursued.
  • Develop and advise on cost and reimbursement strategies, including oversight of procurement process to billing reconciliation
  • Ensure complex financial models are developed that effectively mirror operating results for large capital expenditures and assess overall profitability of investment decisions
  • Enhance and/or develop and enforce policies and procedures of the organization by way of systems that will improve the overall operation and effectiveness of the Company
  • Establish all necessary accounting policies in accordance with generally accepted accounting principles, SEC guidance and established industry best practices
  • Provide oversight and ensure accurate reporting of all tax related documents and determine strategies for mitigating tax risks
  • Provide strategic financial input and leadership on decision-making issues affecting the Company, including evaluation of potential acquisition and/or mergers, and investments
  • Development of investment write-ups by documenting assumptions and projected transaction results
  • Analyze, review and challenge business units’ forecast assumptions
  • Optimize bank and deposit relationships and initiate appropriate strategies to enhance cash position
  • Enhance cash flow projection process
  • Ensure continual improvement of the timeliness and accuracy of the Company’s cash flow and management of the billing process (A/R)
  • Regularly re-visit the Finance organization structure and evaluate its efficiency and effectiveness – continuous improvement includes career development, coaching, counseling and training of team members
  • Perform other duties as assigned by the CFO or other members of the Executive Team
Skills & Requirements

  • EDUCATION:  Bachelor’s Degree in Finance or Accounting; MBA preferred, or equivalent work experience
  • EXPERIENCE:  Minimum 15 years in progressive financial analysis roles with a minimum of 8 years in a senior finance management role; experience in business planning, analysis and reporting; experience with budgeting and forecasting tools such as Adaptive Planning and TM1; prior experience with private equity preferred; Previous responsibility over the Payroll, Tax, Treasury, and Billing functions, with more hands on experience in financial reporting, business modeling, and financial planning desired.



  • Exceptional written and oral communication skills with keen presentation skills
  • Capable of being persuasive effectively at the highest levels
  • Must have leadership experience where responsibilities included hiring, training, coaching, counseling, and providing career path direction to subordinates in order to achieve the optimal level of productivity, quality, and overall performance from team
  • Working knowledge of operational finance including financial analysis, forecasting, and planning
  • Strong business acumen and demonstrated ability to effectively communicate operating results to Senior Management across the organization and the Board of Directors
  • Superior skills in managing complex financial models
  • Advanced Excel, PowerPoint skills
  • Superior project management and time management skills
  • Strong ability to enforce standards with integrity while handling sensitive matters in a timely and constructive manner
  • Able to effectively work and produce consistent results in a fast paced environment
  • Can manage multiple projects with varying deadlines and requirements
  • Builds and maintains strong collaborative relationships with stakeholders in functions and teams across the business
  • Ability to work effectively with large amounts of data, drill down into details and provide incisive high level overviews; extreme attention to details



Disclaimer:  This Job Description indicates the general nature and level of work expected of the incumbent(s).  It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent.  Incumbent(s) may be asked to perform other duties in addition to those described above.


Omnitracs LLC, is an Equal Opportunity Employer and does not unlawfully discriminate on the basis of any status or condition protected by applicable federal, state, or local municipal law.