TRISS CFO
$200kICES: Data, Discovery, Better Health
TRISS CFO
Job Description
TRISS Management Group, Inc. exists to offer administrative services, oversight and capital support to multiple LLCs. The primary strategy is to build people who are inspired to grow in their careers, requiring intentional scaling in support of that people-first strategy. The company is well-positioned for such continued growth, supported by a healthy backlog and a strong forward pipeline. With proven results, long-standing relationships with banking partners, and sureties, and a leadership team aligned around markets and people's strategies- the foundation is solid. Such scaling creates a meaningful role for the CFO to build even more effective systems for cash flow, financial projections, strategic planning, investments, and Mergers and Acquisitions.
The company is seeking a Chief Financial Officer (CFO) to serve as a key member of the executive leadership team and a strategic partner to the Owners and the Board in guiding the organization's continued growth and long-term value creation. As a core member of a high-performing and collaborative executive team, this individual will contribute to shaping company strategy, evaluating growth opportunities ensuring that financial planning supports both near-term execution and long-term scalability and will be the financial consultant in major business conversations.
Core Responsibilities
- Develop and execute the company's financial strategy, including long-term planning, capital allocation, and growth initiatives – monitoring targets, outcomes, and deviations.
- Serve as a strategic advisor to the CEO and Board on financial performance, risk management, and investment decisions at the enterprise level.
- Partner with executive leadership to align financial planning with business strategy, including evaluating future-state scenarios (e.g., scaling the organization over a multi-year horizon through initiatives including organic growth, potential M&A, growth financing).
- Own the overall tax strategy in partnership with the external CPA by evaluating and optimizing the tax structure of the organization for efficiency, accuracy, clarity, and compliance.
- Maintain and strengthen relationships with sureties, brokers, and insurance providers, ensuring adequate bonding capacity to support growth.
- Proactively identify financial, contractual, and operational risks and implement mitigation strategies.
- Support executive decision‑making by providing clear financial analysis that enables the organization to pursue growth opportunities with discipline and confidence.
- Assist in legacy, trust and estate planning as needed.
- Financial operations oversight across multiple LLCs.
Leadership and Organizational Development
- Advise leadership on the financial impact of all major business decisions prior to execution.
- Lead, develop, and mentor an established finance and accounting team, reviewing financial preparation, ensuring accuracy and timelines.
- Review the annual budgets of operating LLCs as compiled by the Controllers.
- Translate financial data compiled by the controllers to provide strategic recommendations to the Owners and Board.
- Serve as a visible and influential leader within the executive team, contributing to company culture.
- Build organizational capability through talent development, succession planning, and performance management.
- Evaluate and recommend new financial technology investments.
Risk Management and Governance
- Ensure compliance with regulatory requirements across all jurisdictions in which the company operates.
- Ensure the effectiveness of internal controls and compliance with all applicable financial regulations.
- Manage enterprise risk as it relates to financial performance, contracts, and operational execution.
The leadership team operates in a collaborative, high-accountability environment that values direct communication, thoughtful decision-making, and shared success. The organization is focused on scaling intentionally: investing in systems, people, and processes to support future growth. This is an environment where the Chief Financial Officer (CFO) can have meaningful impact as a financial steward, developing financial infrastructure, capital access, quality reporting, and strategic financial discipline that keeps pace with growth.
Requirements & Qualifications
- Required: Bachelor’s degree in accounting or finance – TX CPA in good standing.
- 20 to 25 years of progressive financial leadership experience.
- Proven ability to operate as a strategic partner to executive leadership, contributing to enterprise-level decision-making.
- Must possess the technical acumen of a strong accountant, combined with the forward‑thinking perspective of a business strategist.
- Experience in investment, compliance and governance, cash‑flow management, tax strategy, and forecasting.
Salary Range: starting at $200,000 + negotiable based upon experience
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