What are the responsibilities and job description for the Finance Manager position at IT GOAT?
Why IT GOAT?
At IT GOAT, we don’t just work — we take ownership. Every team member is empowered to lead, make decisions, and drive results. Our culture is built on accountability, teamwork, and an unrelenting commitment to excellence.
We’re looking for someone who thrives in a fast-paced environment, communicates with confidence, and takes pride in every task — big or small. If you believe in getting things done, staying organized, and being the person others can rely on, you’ll fit right in here.
Why IT GOAT is the best place to work?
At IT GOAT, we believe success starts with our people. We hire those who take ownership of their work, support their teammates, and continuously strive to grow. In return, we invest deeply in our team — providing the tools, benefits, and environment to help every employee thrive both personally and professionally.
Here’s why IT GOAT stands out as one of the best places to build your career: Competitive Pay, 401k, Paid time off, Comprehensive Health Insurance, Professional Growth and Development are just a few.
Our headquarters in Dallas, TX is where collaboration, innovation, and energy come together. We work in person because we believe strong teams are built face-to-face — through trust, communication, and shared goals.
Job Description:
We’re looking for a hands-on Finance Manager to own our accounting and billing function end-to-end. This role blends day-to-day billing, AR, and month-end responsibilities with process improvement. You will oversee a junior AR/Billing resource and work cross-functionally with Sales, Service Delivery, and Leadership.
Key Responsibilities:
Billing & Revenue Operations
- Manage the monthly billing cycle for recurring services, projects, and one-time work.
- Ensure MSAs, SOWs, and change orders are accurately reflected in systems.
- Implement billing controls and run exception checks prior to invoicing.
- Reconcile user counts, licenses, and devices against vendor portals and the PSA.
Accounting & Month-End Close
- Oversee daily accounting tasks, delegating appropriately.
- Complete reconciliations and manage a timely month-end close.
- Coordinate with external CPA for year-end and compliance.
Reporting & Insight
- Produce reporting on MRR, churn, gross margin, credits/write-offs, and other KPIs.
- Provide leadership with clear financial visibility to support decision-making.
Process Improvement
- Improve workflows between Sales, vCIO, Service Delivery, and Finance.
- Ensure service changes and client adjustments are captured before billing cycles.
Team Leadership
- Lead and develop the AR/Billing Clerk.
- Build a culture of accuracy, accountability, and process ownership.
SUCCESS LOOKS LIKE
- 99% of invoices are correct the first time.
- A reliable month-end close process is consistently executed.
- Leadership receives clear, actionable reporting.
- Billing-related client issues materially decrease.
REQUIREMENTS
Must-Haves:
- 5 years of accounting/finance experience, including AR, billing, and close responsibilities.
- Experience in recurring revenue (MSP, SaaS, telecom, or similar).
- MSP or IT services finance experience.
- PSA experience (ConnectWise, Autotask, Halo).
- Strong systems skills: QuickBooks (or similar) and PSA comfort.
- Strong Excel/Sheets skills.
- High attention to detail and process orientation.
Nice-to-Haves:
- Bachelor’s degree in Accounting or Finance.
- CPA/CMA (optional).
COMPENSATION & BENEFITS
- Competitive salary based on experience.
- Performance-based bonus potential.
- Benefits package (health, dental, vision, PTO, etc.).
- Opportunity to grow into a senior finance leadership role as IT GOAT scales.
Qualifications
- Competitive base uncapped commission
- Health, dental, and vision insurance
- 401(k) with company match
- PTO, holidays, and flexible work options
- Energetic, tech-driven culture with real career growth opportunities
- A brand you can be proud to represent
Benefits:
- Health insurance
- 401(k) with company matching
- Dental insurance
- Flexible spending accounts
- Vision insurance
- Health savings account
- Life insurance
- On-site gym, covered parking with an onsite car wash availa
- Company events
- 12 days earned paid time off
- Company holidays
- Schedule: 8-hour shift
- Monday through Friday
Work Location:
Onsite at IT GOAT’s Dallas Headquarters