Chief Financial Officer

Sitreps • San Diego, CA

3d • $200,000 - $235,000 • Hybrid

About The Position

The client is seeking a CFO to build and lead the finance function, and to provide the financial discipline, visibility, and infrastructure required to support continued organic growth and add-on acquisitions. The core purpose of this role is to BUILD the finance and accounting function of a rapidly growing organization, not to maintain an existing one. The CFO will own financial strategy and the development of the finance organization, financial reporting, planning and forecasting, treasury and liquidity, tax oversight, insurance and enterprise risk management, information systems, and M&A financial integration. The CFO leads finance across Corporate and all branches, supported by an accounting team responsible for day-to-day accounting operations, transaction processing, accounts payable and receivable, close execution, and accounting staff. This is a senior financial leader and business partner seat, not the company's day-to-day accounting manager.

Requirements

• Bachelor's degree, or equivalent experience, in Accounting, Finance, or a related field
• 10+ years of progressive finance and accounting experience
• Prior experience as a CFO, VP of Finance, Controller, or equivalent senior finance leader at a PE-backed, multi-location business
• Prior experience with acquisitions, integration, ERP and accounting systems, and multi-state operations
• Prior experience managing cash, liquidity, banking relationships, credit facilities, and financial reporting
• Strong budgeting, forecasting, and financial analysis capability, with the ability to translate financial results into actionable operating recommendations
• Experience recruiting and building a finance organization, and implementing practical internal controls
• Experience overseeing external tax advisors, insurance brokers, and other professional service providers
• Experience in a small and rapidly growing business environment
• Strong operational orientation, and the ability to partner effectively with branch and field service leaders

Nice To Haves

• CPA
• Experience in the industrial or route-based services arena

Responsibilities

• Serve as the CEO's primary financial advisor, providing clear, timely analysis of financial performance, cash flow, profitability, capital allocation, and business risk
• Partner with branch and operations leaders to improve revenue, route and service profitability, labor productivity, fleet utilization, pricing, and customer profitability
• Develop branch-level financial reporting that management can use to drive decisions
• Establish financial KPIs and accountability standards appropriate for a multi-branch field service business
• Recruit, build, and lead a finance organization sized to the company's growth, with clear responsibilities across the CFO, accounting and finance staff, and branch personnel
• Establish appropriate segregation of duties and approval controls across Corporate and branch locations
• Own the integrity and timeliness of financial reporting, while the Controller owns daily accounting execution and monthly close
• Establish accounting policies, procedures, close calendars, and internal controls across Corporate and all branches
• Review consolidated and branch-level financial statements, ensuring variances and issues are identified and resolved
• Oversee external audit, financial statement preparation, and lender and sponsor reporting
• Prepare or oversee financial materials for the CEO, Board, and ownership, communicating performance, forecasts, liquidity, and risk clearly to both financial and operational audiences
• Lead the annual budgeting process in partnership with Operations and the CEO
• Maintain a rolling forecast of revenue, EBITDA, cash flow, capital expenditures, and working capital
• Provide management with variance analysis and actionable recommendations
• Develop financial models to support branch expansion, pricing decisions, fleet investment, and other strategic initiatives
• Own the cash management and liquidity strategy, with regular consolidated and branch-level cash visibility and forecasting
• Manage banking relationships, credit facilities, borrowing capacity, covenant compliance, and lender reporting
• Oversee payment controls and approvals per the Delegation of Authority Policy
• Recommend capital allocation across debt, cash reserves, fleet and equipment investment, and other uses
• Own the overall tax function and tax strategy, with day-to-day preparation and compliance performed by internal staff and external tax advisors
• Oversee federal, state, and local income, sales and use, payroll, property, and other applicable tax compliance across multi-state operations
• Coordinate with external tax advisors on tax returns, estimated payments, tax planning, nexus, entity structure, acquisitions, and other significant tax matters
• Monitor tax exposures and ensure timely escalation of material tax risks to the CEO and ownership
• Evaluate the tax implications of acquisitions, new locations, entity changes, and significant transactions
• Own the enterprise risk management and insurance program, including the relationship with the third-party broker
• Ensure coverage is appropriately structured for operations, fleet, employees, locations, equipment, and contractual obligations
• Oversee renewals, coverage reviews, certificates of insurance, claims management, and loss control initiatives with Operations and the broker
• Monitor under-insured and uninsured exposures, and recommend changes to deductibles, limits, and risk retention strategies
• Coordinate with management, the broker, and outside counsel on material claims, litigation, and regulatory matters
• Maintain processes for identifying and monitoring enterprise risks, including safety, environmental, and regulatory risks with financial, insurance, or contractual implications
• Own the technology strategy, with day-to-day administration performed by internal IT staff and outsourced MSP partners
• Standardize ERP, dispatch and routing, billing, and financial systems across Corporate and all branches to support consolidated reporting and a scalable close
• Oversee cybersecurity, data privacy, and business continuity practices appropriate for a multi-branch, PE-backed platform, including vendor and MSP oversight
• Lead IT diligence and post-close systems integration for add-on acquisitions
• Monitor technology spend, system performance, and integration risk, escalating material issues to the CEO and ownership
• Support transaction evaluation and financial due diligence for add-on acquisitions
• Lead post-close finance integration, including accounting systems, chart of accounts, banking, payment processes, reporting, tax, insurance, and close procedures
• Establish a repeatable integration playbook so acquired branches are incorporated without disrupting operations
• Monitor acquisition performance against underwriting assumptions, and report results to the CEO and ownership
• Complete an assessment of the team, internal controls, accounting, reporting, FP&A, cash management, tax, insurance, systems, and acquisition integration
• Identify the highest-priority gaps, and present a prioritized plan with a timeline to the CEO and the sponsor
• Confirm the Accounting Manager's responsibilities, and establish a clear CFO and Accounting Manager operating model
• Establish the monthly close calendar, reporting package, and key reconciliations required for reliable management reporting
• Establish a weekly cash and liquidity reporting process
• Establish tax and insurance calendars, ownership, and external advisor and broker relationships
• Establish the recurring CEO, Board, and branch financial reporting cadence
• Create a repeatable finance integration checklist for future acquisitions

Benefits

• Annual performance bonus
• Equity participation
• Full benefits package

What This Job Offers

• Job Type: Full-time
• Career Level: Executive