Chief Financial Officer

Access Holdings•Seattle, WA

About The Position

Access Holdings is a next-generation alternative asset manager providing investors with access to the lower-middle market. Founded in 2013, Access Holdings has approximately $2.3 billion in assets under management. The firm implements its systematic research and data-driven operating model - The Access Edge - to partner with lower-middle market businesses in industries essential to economic growth and resilience. For more information, please visit www.accessholdings.com. Company Overview Reliable Fleet Services (“Reliable”) is a leading towing and fleet services platform operating across British Columbia, Alberta, and Washington State. The Company has completed 15+ acquisitions since 2021 and performs over 100,000 tows and service calls annually. Reliable operates municipal towing contracts, police rotations, commercial fleet services, and retail towing operations across 20+ locations and owns one of the largest towing fleets in the Pacific Northwest. Reliable is executing a disciplined consolidation strategy in a highly fragmented industry with significant opportunity for continued scale and margin expansion. Position Overview The Chief Financial Officer (CFO) will serve as the senior-most finance executive and a strategic partner to the President & CEO, responsible for setting financial and capital allocation strategy, building institutional-grade reporting and governance infrastructure, and directing all financial reporting, accounting operations, controls, budgeting, forecasting, treasury, and cash management across a multi-entity, cross-border platform. This individual will professionalize and scale the finance organization — including the Controller and broader finance team — to support an aggressive M&A strategy, municipal contract economics, fleet-heavy capital structure management, PE-sponsor and lender reporting, and Board-level governance. The CFO will bring capital markets fluency and a value-creation mindset to every strategic decision, while remaining close enough to the business to translate operational drivers into financial insight.

Requirements

Bachelor’s degree in Accounting or Finance required; CPA strongly preferred, MBA a plus
12–15+ years of progressive finance leadership experience, including prior CFO or senior VP Finance experience
Private equity-backed or acquisition-driven business experience strongly preferred, ideally in a buy-and-build platform
Experience in multi-entity, multi-location, asset-heavy environments
Cross-border reporting experience (Canada & U.S.) preferred
Strong technical accounting background with complete command of GAAP
Knowledge of leveraged capital structures, capital markets, and capital optimization
Demonstrated experience developing and executing strategic and growth plans for a multi-location platform
Strong lender, covenant, and Board reporting experience
Advanced decision-making ability grounded in financial and business analytics
Exceptional communication and diplomacy skills; comfortable as a strategic partner to the CEO and Board

Nice To Haves

CPA strongly preferred
MBA a plus

Responsibilities

Partner with the President & CEO and Board to set overall financial and capital allocation strategy
Bring financial rigor and a capital allocation mindset to fleet purchases, yard expansion, and acquisitions
Evaluate buy vs. build decisions for organic growth and de novo location expansion
Develop financing, banking, and tax strategy across Canadian and U.S. entities
Lead enterprise risk management, identifying and mitigating key risk exposures
Own the capital request and budgeting process end-to-end
Develop 3–5 year strategic plans and annual operating plans (AOP) tied to value creation initiatives
Build rolling 12-month forecasts and location-level financial performance models
Use strategy maps and Board decks to communicate plans to the Board, lenders, and investors
Align deal models, long-term plans, and forecasts to drive enterprise performance
Develop scenario modeling for fuel price volatility, municipal contract shifts, and rate changes
Oversee consolidated monthly, quarterly, and annual financial reporting across all entities
Maintain GAAP/IFRS compliance across Canadian and U.S. operations
Build and strengthen internal controls and standardize accounting policies across acquired entities
Lead the year-end review/audit process and drive toward clean audits
Own process improvement across close, AR, and AP, driving toward a sub-10-day close
Ensure post-acquisition financial integration within 60–90 days of close
Maintain a rolling 13-week cash flow forecast across entities
Own lender relationships, credit agreements, and covenant compliance/reporting
Optimize working capital (AR collections, municipal and impound receivables, intercompany cash)
Manage equipment financing structures, capital lease obligations, and the broader leveraged capital structure
Lead refinancing and capital raise processes as needed; negotiate bank and card fees
Develop fleet-level ROI models and asset-level depreciation/replacement cycle tracking
Evaluate heavy vs. light-duty fleet economics and prioritize capital deployment
Build post-acquisition fleet rationalization models
Monitor maintenance cost trends across divisions
Establish daily, weekly, and monthly reporting standards for operational and financial KPIs
Build finance-driven dashboards connecting operational metrics (revenue per call, storage days, fleet uptime, labor %) to financial outcomes
Develop the data analytics and data stack needed to support reporting at scale
Institutionalize a structured monthly performance cadence with the President and Regional GMs
Lead financial diligence on acquisition targets, including quality of earnings review and EBITDA normalization
Own financial onboarding and post-acquisition integration for all add-on and tuck-in acquisitions
Standardize chart of accounts and reporting systems across acquired entities
Track post-close synergy capture and Year 1 financial accretion
Establish a Project Management Office (PMO) for tracking key strategic initiatives, with standardized reporting and variance tracking
Develop and execute a communication strategy with the Board, PE sponsor, banks, and investors
Deliver Board-ready reporting that clearly articulates financial performance and strategic progress
Design incentive structures and compensation plans (ICPs) that link performance to outcomes
Build and lead a scalable finance organization, including the Controller, FP&A, and Treasury functions
Implement a structured closing calendar and reporting discipline
Develop the finance team’s succession bench through regular coaching and peer networking
Use skip-level meetings across Accounting, Finance, IT, HR, and Operations for organizational insight