Chief Financial Officer (Stirling-Rawdon)

Chief Financial Officer (Stirling-Rawdon)

20 Aug
|
Sitreps
|
Stirling-Rawdon

20 Aug

Sitreps

Stirling-Rawdon

Chief Financial OfficerCompensation: $200,000–$235,000 base + bonus + equityCompany: PE-backed, multi-branch portable sanitation platform (name disclosed upon mutual interest)Location: Denver, CO — partially remote, with occasional travelReports To: Chief Executive Officer, with significant interaction with the PE sponsor and Board of DirectorsScope: Finance, accounting oversight, treasury, tax, insurance and risk, IT, and M&A integrationAbout the ClientA PE-backed roll-up in the portable sanitation industry, operating branches across multiple states in the Western U.S. Core service lines include portable restrooms, luxury restroom trailers, temporary fence, and emergency response support.The mission is to build the leading portable sanitation platform in the Western states through both organic growth and acquisitions, setting the industry standard for employee retention, customer service, and operational and financial integration. Leadership has a clear, defined timeline for that plan and for the return it is built to deliver to shareholders and the executive team.About the RoleThe 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.ResponsibilitiesFinancial Leadership & Business PartnershipServe as the CEO's primary financial advisor, providing clear, timely analysis of financial performance, cash flow, profitability, capital allocation, and business riskPartner with branch and operations leaders to improve revenue, route and service profitability, labor productivity, fleet utilization, pricing, and customer profitabilityDevelop branch-level financial reporting that management can use to drive decisionsEstablish financial KPIs and accountability standards appropriate for a multi-branch field service businessRecruit, build, and lead a finance organization sized to the company's growth, with clear responsibilities across the CFO, accounting and finance staff, and branch personnelEstablish appropriate segregation of duties and approval controls across Corporate and branch locationsFinancial Reporting, Accounting Oversight & ControlsOwn the integrity and timeliness of financial reporting, while the Controller owns daily accounting execution and monthly closeEstablish accounting policies, procedures, close calendars, and internal controls across Corporate and all branchesReview consolidated and branch-level financial statements, ensuring variances and issues are identified and resolvedOversee external audit, financial statement preparation,



and lender and sponsor reportingPrepare or oversee financial materials for the CEO, Board, and ownership, communicating performance, forecasts, liquidity, and risk clearly to both financial and operational audiencesPlanning, Budgeting & ForecastingLead the annual budgeting process in partnership with Operations and the CEOMaintain a rolling forecast of revenue, EBITDA, cash flow, capital expenditures, and working capitalProvide management with variance analysis and actionable recommendationsDevelop financial models to support branch expansion, pricing decisions, fleet investment, and other strategic initiativesTreasury, Cash & Capital StructureOwn the cash management and liquidity strategy, with regular consolidated and branch-level cash visibility and forecastingManage banking relationships, credit facilities, borrowing capacity, covenant compliance, and lender reportingOversee payment controls and approvals per the Delegation of Authority PolicyRecommend capital allocation across debt, cash reserves, fleet and equipment investment, and other usesTax Strategy & ComplianceOwn the overall tax function and tax strategy, with day-to-day preparation and compliance performed by internal staff and external tax advisorsOversee federal, state, and local income, sales and use, payroll, property, and other applicable tax compliance across multi-state operationsCoordinate with external tax advisors on tax returns, estimated payments, tax planning, nexus, entity structure, acquisitions, and other significant tax mattersMonitor tax exposures and ensure timely escalation of material tax risks to the CEO and ownershipEvaluate the tax implications of acquisitions, current locations, entity changes, and significant transactionsInsurance, Risk Management & ComplianceOwn the enterprise risk management and insurance program, including the relationship with the third-party brokerEnsure coverage is appropriately structured for operations, fleet, employees, locations, equipment, and contractual obligationsOversee renewals, coverage reviews, certificates of insurance, claims management, and loss control initiatives with Operations and the brokerMonitor under-insured and uninsured exposures, and recommend changes to deductibles, limits, and risk retention strategiesCoordinate with management, the broker, and outside counsel on material claims, litigation, and regulatory mattersMaintain processes for identifying and monitoring enterprise risks, including safety, environmental, and regulatory risks with financial, insurance, or contractual implicationsInformation SystemsOwn the technology strategy, with day-to-day administration performed by internal IT staff and outsourced MSP partnersStandardize ERP, dispatch and routing, billing, and financial systems across Corporate and all branches to support consolidated reporting and a scalable closeOversee cybersecurity, data privacy, and business continuity practices appropriate for a multi-branch, PE-backed platform,



including vendor and MSP oversightLead IT diligence and post-close systems integration for add-on acquisitionsMonitor technology spend, system performance, and integration risk, escalating material issues to the CEO and ownershipM&A Financial IntegrationSupport transaction evaluation and financial due diligence for add-on acquisitionsLead post-close finance integration, including accounting systems, chart of accounts, banking, payment processes, reporting, tax, insurance, and close proceduresEstablish a repeatable integration playbook so acquired branches are incorporated without disrupting operationsMonitor acquisition performance against underwriting assumptions, and report results to the CEO and ownershipFirst 90 DaysThe finance and accounting function is still early, with plenty of white space. The first 90 days should be used to establish the baseline, identify gaps, prioritize initiatives, and implement the highest-value improvements.Complete an assessment of the team, internal controls, accounting, reporting, FP&A, cash management, tax, insurance, systems, and acquisition integrationIdentify the highest-priority gaps, and present a prioritized plan with a timeline to the CEO and the sponsorConfirm the Accounting Manager's responsibilities, and establish a clear CFO and Accounting Manager operating modelEstablish the monthly close calendar, reporting package, and key reconciliations required for reliable management reportingEstablish a weekly cash and liquidity reporting processEstablish tax and insurance calendars, ownership, and external advisor and broker relationshipsEstablish the recurring CEO, Board, and branch financial reporting cadenceCreate a repeatable finance integration checklist for future acquisitionsRequirementsMust-HavesBachelor's degree, or equivalent experience, in Accounting, Finance, or a related field10+ years of progressive finance and accounting experiencePrior experience as a CFO, VP of Finance, Controller, or equivalent senior finance leader at a PE-backed, multi-location businessPrior experience with acquisitions, integration, ERP and accounting systems, and multi-state operationsPrior experience managing cash, liquidity, banking relationships, credit facilities, and financial reportingStrong budgeting, forecasting, and financial analysis capability, with the ability to translate financial results into actionable operating recommendationsExperience recruiting and building a finance organization, and implementing practical internal controlsExperience overseeing external tax advisors, insurance brokers, and other professional service providersExperience in a small and rapidly growing business environmentStrong operational orientation, and the ability to partner effectively with branch and field service leadersNice-to-HavesCPAExperience in the industrial or route-based services arenaCompensation & BenefitsBase salary of $200,000 to $235,000, depending on experienceAnnual performance bonusEquity participationFull benefits packageWhy This RoleThe challenge of building the finance organization of an acquisitive, PE-backed services platformBe a key player in shaping a rapidly growing company, with direct impact on every major business decisionA high-expectation private equity environment that is less traditional and more entrepreneurialClear alignment on maximizing exit proceeds, guided by an established and detailed planAttractive Western U.S. location, partially remote, with occasional travel #J-18808-Ljbffr

📌 Chief Financial Officer (Stirling-Rawdon)
🏢 Sitreps
📍 Stirling-Rawdon

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