About Opkalla

Opkalla is a Charlotte-based technology advisory firm dedicated to creating an easier way for organizations to identify the best IT solutions through a transparent, vendor-neutral approach. Founded in 2019, we are a highly recognized, people-first company with a strong culture focused on trust, transparency, growth, and team support. Opkalla has earned multiple prestigious awards that reflect this outstanding workplace environment and industry leadership.

Why Join Opkalla

Growth Trajectory
Opkalla has been recognized on the Inc. 5000 list three consecutive years, demonstrating consistent high-growth performance and market traction. The Microsoft practice represents a significant growth vector for the company.

Market Leadership
We're not a commodity vendor. Opkalla's vendor-neutral advisory model, combined with Microsoft specializations and expertise, positions us as trusted strategic advisors rather than transactional resellers. This creates deeper, more profitable customer relationships.

Collaborative Culture
Opkalla operates with a genuinely collaborative approach across teams. You'll work closely Opkalla’s leadership, have direct input into strategy, and won't be siloed in a traditional hierarchical structure.

Leadership Development
This role offers significant opportunity to learn from and work alongside an experienced COO and business leader. You'll gain exposure to business strategy, customer relationships, and organizational leadership.

Vendor Relationships
Deep partnerships with Microsoft and complementary technology partners create opportunities for co-selling and collaborative delivery success.

Meaningful Work
You'll see the tangible results of your team's efforts in customer success stories and business outcomes. You will benefit personally with Opkalla’s employee promise to foster a culture of growth and development for achieving personal, professional and financial goals.

Position Summary

Opkalla is looking for a full-time CFO to join our team of high-performing professionals to help drive and support our growth. The ideal candidate will have a strong financial background in an operationally-complex environment and be familiar with technology products and trends.  A track record of supporting institutional investment and M&A transactions is required. 

The CFO will have impact on the company’s operations, helping us to analyze, strategize, and optimize our financial position. This seasoned strategist not only understands current accounting practices and trends, but has proven experience in bringing companies to and through exit, raising capital and adapting to change. As a member of our senior management team, he or she will be comfortable in a leadership role that demands clear communication and presentation skills.

Key Accountability Areas

Chief Financial Officer Job Responsibilities:

●      Safeguard the company’s assets and financial well-being.

●      Be the voice of finance in conversations throughout the company, educating the management team on how their actions influence the company’s financial performance and equity value creation.

●      Drive strategic company decision-making and growth planning based on financial insights.

●      Provide financial projections and accounting services, prepare growth plans, and direct accounting and finance staff.

●      Develop finance organizational strategies by contributing financial and accounting information, analysis, and recommendations to strategic thinking and direction and establishing functional objectives in line with organizational objectives.

●      Establish financial operational strategies, including:

○      Evaluating trends

○      Establishing critical measurements

○      Designing systems

○      Resolving problems and implementing change

●      Develop organization prospects by:

○      Studying economic trends and revenue opportunities

○      Identifying and/or evaluating acquisition and expansion prospects

○      Analyzing organization operations

○      Identifying opportunities for improvement, cost reduction, and systems enhancement

○      Accumulating capital to fund expansion

●      Develop financial strategies by forecasting capital, facilities, and staff requirements; identifying monetary resources; and developing action plans.

●      Monitor financial performance by measuring and analyzing results, initiating corrective actions, and minimizing the impact of variances.

●      Report financial status by developing forecasts, reporting results, analyzing variances, and developing improvements.

●      Maintain and build relationships with lenders and investors.

●      Own the architecture of compensation and incentive structures across the company, ensuring plans are data-driven, scalable, and tightly aligned to growth priorities, profitability targets, and long-term value creation, while balancing performance motivation, financial discipline, and cultural impact.

Minimum Qualifications (Knowledge, Skills and Abilities)

●      Financial planning and strategy

●      Managing profitability

●      Strategic planning and vision

●      Development and execution of process improvement initiatives

●      Forecasting

●      Corporate finance

●      Budget development

Education, Experience, and Licensing Requirements

●      Experience in a technology company, preferably one that had a strong exit

●      MBA or bachelor’s degree in finance or accounting.

●      Has held a VP of Finance or CFO role in an organization of at least $20 million in annual revenue.

●      Minimum 5 years of experience in management of others in accounting and financial roles

●      Experience as an executive team member.

●      Experience working within a rapidly growing business of under $100 million in revenue.

●      Experience as the primary interface with lenders or investors

●      Proficiency with accounting software, word processing, and spreadsheets.

●      Impeccable GAAP and financial reporting technical skills.

This company is an Equal Employment Employer, a drug-free workplace, and complies with ADA regulations as applicable.