Chief Financial Officer
SitrepsAbout the role
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: Las Vegas, NV — 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 ac
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