Chief Financial Officer
Full Time


Company Overview:

Celebrating its 20th Anniversary, PlanITROI, the global leader in IT asset disposition (ITAD) services to local and global organizations, is committed to preserving the highest levels of environmental responsibility and data security while changing lives with our retired computing devices.  

Our mission is helping in "Closing the Digital Divide with Affordable Technology". We show you how your retired assets, which PlanITROI pays for and then recertifies, are transforming families caught up in the digital divide by providing access to affordable technology they can proudly purchase, all while maximizing your recovery dollars and minimizing your costs, data security and environmental risks.

PlanITROI puts value back into your devices through its refurbishing process and then sells these assets through their wide network of retailers such as eBay, Best Buy, Amazon, etc. at an affordable price. Knowing where your retired computing devices get a second life is contributing to conquering the global digital divide.

PlanITROI, Inc. is a certified “Great Place to Work” company that values “People First” and its passion to “Change Lives with Affordable Technology.” As a fast-growing, innovative, fun place to work, we are all driven to change the world by disrupting how Enterprises, Education & Government Institutes, OEMs, Retailers, Resellers and Leasing companies make decisions on the best place for their retired or returned assets to go next.

PlanITROI is embarking upon the next stage in its impressive growth journey that started back in 2001 and is now recruiting for a Chief Financial Officer to report into the Chief Executive Officer. Success for the CFO is a servant leader, someone teammates want to follow, grow and contribute to the overall success of PlanITROI’s mission and profitable growth.

Position Overview for CFO:

PlanITROI is seeking a hands-on builder/leader with expert experience in a fast-growing product e-commerce company with a global team. The successful candidate must have a proven track record of FP&A as well as ERP systems. Our candidate must be have expertise in converting from Quick Books Online to a modern ERP system with execution from both an internal IS team and an outsourced partner. Candidate must have recently come from a company that sells and drop ships products direct to consumers through major online retailers such as; Amazon, Walmart, eBay, Best Buy, etc.

PlanITROI needs a proactive leader who can implement and integrate our vision of conquering the "Digital Divide" and "Changing Lives with Affordable Technology". The ideal candidate must have a proven background in FP&A, ERP and e-commerce product sales of $100M+. This candidate must be a highly organized self-starter, detail oriented and have the ability to build and lead a finance team of "A" players for best in class process and systems by providing accurate, timely, transparent financials to take PlanITROI to $500M through acquisitions and organic growth profitability. 

 This position requires exceptional strong leadership skills to both manage at a strategic level, as well as, execute at a tactical level.

As a key member of our Leadership Team we are expected to contribute to "The PlanITROI Way" built through three pillars, EOS, 4DX, and Culture by Design.

Primary Responsibilities:

  • Build, Manage and Lead, PlanITROI's Information Systems, Business Intelligence, Accounting, Finance, Analytics, Reporting, Budgeting and Forecasting 
  • Financial planning and analysis of cash flow, cost controls, and expenses to guide business
  • Accountable for accuracy and visibility to make informed strategic decisions to grow the business to $500M
  • Accountable for managing the day to day functions and the teams
  • Provide Gap Analysis in all areas of people, process and systems 
  • Set strategic direction for timely monthly close within five business days
  • Select, implement and manage an ERP system to support growth
  • Build long and short term incentive plans and compensation structures
  • Builder of budgets with metrics to measure/monitor departments against them
  • Building and maintaining weekly KPI scorecards and scoreboards on the health and wealth of the company

Most important experience and qualities we need in a CFO:

  • A proven leader of: Information Systems, Finance, Accounting and Business Intelligence teams
  • Master in Accounting or Finance – CPA preferred
  • A builder of systems and automation to replace what is being done manually 
  • Experience in selection, implementation and development of an ERP system
  • Experience converting from QBO to ERP system seamlessly 
  • Experience managing both a domestic and international team
  • Expert experience at e-commerce transactions direct to consumer through retailers
  • Experience building accounting IS automation for high volumes of individual sales transactions through many EDI/API calls and retailer web sites
  • Consumer sales tax understanding within various states and how nexus works
  • Proven experience building budgets and keep departments accountable by measuring and monitoring
  • Creating, coordinating, and evaluating the financial programs and supporting information systems of the company to include budgeting, tax planning and conservation of assets
  • The ability to connect all business units and external partners together in a complex business 
  • Business process analysis for continuous improvement, automation so we can continue to scale exponentially without subtracting from EBIT
  • Experience in building long term incentive plans
  • Experience in donation programs, 501c3 and minority business setup
  • Experience working in a remote environment

PlanITROI Core Values

  • Driven & Confident
  • Think Win/Win Always
  • Own IT/Solve IT
  • Personal Growth Leads to Professional Growth
  • Innovate & Change the World
  • Proud to be Part of the PlanITROI Family

Visit our websites for more information: &


“PlanITROI is an equal opportunity employer. We prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws."

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