CFO – PE-Backed Growth Platform (Partial Remote)

Sitreps; Los Angeles (CA); Hybrid; USD 200,000 - 235,000; Full time

Benefits offered by this job

Annual bonus

Equity participation

Full benefits package

Job summary

Company name disclosed upon mutual interest is seeking a Chief Financial Officer to build and lead the finance function for a rapidly growing, PE-backed portable sanitation platform in the Western U.S. You will own financial strategy, reporting, treasury, tax, and M&A integration across Corporate and branches, leading a finance team and partnering with operations to improve profitability.

The role emphasizes building the finance organization, establishing controls, and delivering accurate FP&A.

Qualifications

• 10+ years of progressive finance and accounting experience.
• Experience as CFO or senior finance leader at a PE-backed, multi-location business.
• Experience with acquisitions, integration, ERP and accounting systems.
• Experience managing cash, liquidity, banking relationships, and financial reporting.

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.
• 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

Skills

Financial leadership

Strategic planning

Cross-functional partnership

M&A integration

ERP systems

Education

Bachelor's degree in Accounting or Finance

Tools

ERP systems

Job description

Company name disclosed upon mutual interest is seeking a Chief Financial Officer to build and lead the finance function for a rapidly growing, PE-backed portable sanitation platform in the Western U.S. You will own financial strategy, reporting, treasury, tax, and M&A integration across Corporate and branches, leading a finance team and partnering with operations to improve profitability.

The role emphasizes building the finance organization, establishing controls, and delivering accurate FP&A.