Chief Financial Officer

Overview

This role is the first Chief Financial Officer for a private equity-backed commercial facility services business. The organization is early in a buy-and-build growth strategy and operates across the Western U.S., providing mission-critical commercial refrigeration and HVAC maintenance and repair for national multi-site brands.

Responsibilities

• Oversee financial reporting, including monthly sponsor financial reviews and quarterly board materials.
• Lead tax, treasury, and capital investments, including business cases for strategic growth investments such as new branches.
• Develop, manage, and drive action on KPIs; partner with the CEO to translate financial performance into decisions.
• Create and lead budgeting, forecasting, 13-week cash flow, and long-range planning.
• Create value through pricing, cost, and productivity analyses.
• Oversee back-office functions, including insurance and benefits, legal, IT, and outsourced vendors (billing and accounting).
• Interface with lenders and provide appropriate reporting.
• Support M&A diligence and lead back-office integration of acquired businesses.
• Prepare for exit activities (including sell-side QoE and data room work) and participate in management meetings.

Requirements (Must Have)

• Experience supporting private equity-backed companies.
• Prior experience in the CFO seat.
• Proven ability to build out FP&A structure/function from the ground up.
• Acquisition experience, including diligence and integration.
• Background in the broader industrial services universe.
• Experience at companies under $100M in revenue.
• Hands-on approach and ability to operate with a small team.
• Strategic thinker who can drive actionable insight from the numbers and communicate it to leadership.

Preferred Qualifications

• Exit experience.
• Understanding of field-service economics, including technician productivity, billing cycle time, customer and job profitability, and branch performance.
• Based in or near Southern California, or a short flight away.

Compensation & Benefits

Not specified.

Location & Travel

• Remote; Pacific or Mountain time zone strongly preferred, with work aligned to Pacific business hours.
• Light travel of about one short trip a month or less.