Chief Financial Officer

Chief Financial Officer

• Compensation: $200,000–$235,000 base + bonus + equity
• Company: PE-backed, multi-branch portable sanitation platform (name disclosed upon mutual interest)
• Location: Phoenix, AZ — partially remote, with occasional travel
• Reports To: Chief Executive Officer, with significant interaction with the PE sponsor and Board of Directors
• Scope: Finance, accounting oversight, treasury, tax, insurance and risk, IT, and M&A integration

About the Client

A 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 Role

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.

Responsibilities

Financial Leadership & Business Partnership

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

Financial Reporting, Accounting Oversight & Controls

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

Planning, Budgeting & Forecasting

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

Treasury, Cash & Capital Structure

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

Tax Strategy & Compliance

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

Insurance, Risk Management & Compliance

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

Information Systems

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

M&A Financial Integration

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

First 90 Days

The 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 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, re