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Chief Financial Officer

Access Holdings

Access Holdings is a next-generation alternative asset manager providing investors with access to the lower-middle market. Founded in 2013, Access Holdings has approximately $2.3 billion in assets under management. The firm implements its systematic research and data-driven operating model - The Access Edge - to partner with lower-middle market businesses in industries essential to economic growth and resilience. For more information, please visit . Reliable Fleet Services(“Reliable”) is a leading towing and fleet services platform operating across British Columbia, Alberta, and Washington State. The Company has completed 15+ acquisitions since 2021 and performs over 100,000 tows and service calls annually. Reliable operates municipal towing contracts, police rotations, commercial fleet services, and retail towing operations across 20+ locations and owns one of the largest towing fleets in the Pacific Northwest. Reliable is executing a disciplined consolidation strategy in a highly fragmented industry with significant opportunity for continued scale and margin expansion. The Chief Financial Officer (CFO) will serve as the senior-most finance executive and a strategic partner to the President & CEO, responsible for setting financial and capital allocation strategy, building institutional-grade reporting and governance infrastructure, and directing all financial reporting, accounting operations, controls, budgeting, forecasting, treasury, and cash management across a multi-entity, cross-border platform. This individual will professionalize and scale the finance organization — including the Controller and broader finance team — to support an aggressive M&A strategy, municipal contract economics, fleet-heavy capital structure management, PE-sponsor and lender reporting, and Board-level governance. The CFO will bring capital markets fluency and a value-creation mindset to every strategic decision, while remaining close enough to the business to translate operational drivers into financial insight. Key Responsibilities Partner with the President & CEO and Board to set overall financial and capital allocation strategy Bring financial rigor and a capital allocation mindset to fleet purchases, yard expansion, and acquisitions Evaluate buy vs. build decisions for organic growth and de novo location expansion Develop financing, banking, and tax strategy across Canadian and U.S. entities Lead enterprise risk management, identifying and mitigating key risk exposures Own the capital request and budgeting process end-to-end Long- & Short-Range Planning Develop 3–5 year strategic plans and annual operating plans (AOP) tied to value creation initiatives Build rolling 12-month forecasts and location-level financial performance models Use strategy maps and Board decks to communicate plans to the Board, lenders, and investors Align deal models, long-term plans, and forecasts to drive enterprise performance Develop scenario modeling for fuel price volatility, municipal contract shifts, and rate changes Oversee consolidated monthly, quarterly, and annual financial reporting across all entities Maintain GAAP/IFRS compliance across Canadian and U.S. operations Build and strengthen internal controls and standardize accounting policies across acquired entities Lead the year-end review/audit process and drive toward clean audits Own process improvement across close, AR, and AP, driving toward a sub-10-day close Ensure post-acquisition financial integration within 60–90 days of close Treasury, Cash Flow & Capital Structure Management Maintain a rolling 13-week cash flow forecast across entities Own lender relationships, credit agreements, and covenant compliance/reporting Optimize working capital (AR collections, municipal and impound receivables, intercompany cash) Manage equipment financing structures, capital lease obligations, and the broader leveraged capital structure Lead refinancing and capital raise processes as needed; negotiate bank and card fees Develop fleet-level ROI models and asset-level depreciation/replacement cycle tracking Evaluate heavy vs. light-duty fleet economics and prioritize capital deployment Build post-acquisition fleet rationalization models Management Reporting & KPI Infrastructure Establish daily, weekly, and monthly reporting standards for operational and financial KPIs Build finance-driven dashboards connecting operational metrics (revenue per call, storage days, fleet uptime, labor %) to financial outcomes Develop the data analytics and data stack needed to support reporting at scale Institutionalize a structured monthly performance cadence with the President and Regional GMs Lead financial diligence on acquisition targets, including quality of earnings review and EBITDA normalization Own financial onboarding and post-acquisition integration for all add‑on and tuck‑in acquisitions Standardize chart of accounts and reporting systems across acquired entities Track post-close synergy capture and Year 1 financial accretion Establish a Project Management Office (PMO) for tracking key strategic initiatives, with standardized reporting and variance tracking Develop and execute a communication strategy with the Board, PE sponsor, banks, and investors Deliver Board‑ready reporting that clearly articulates financial performance and strategic progress Design incentive structures and compensation plans (ICPs) that link performance to outcomes Finance Organization & Team Development Build and lead a scalable finance organization, including the Controller, FP&A, and Treasury functions Implement a structured closing calendar and reporting discipline Develop the finance team’s succession bench through regular coaching and peer networking Use skip‑level meetings across Accounting, Finance, IT, HR, and Operations for organizational insight Qualifications Bachelor’s degree in Accounting or Finance required; CPA strongly preferred, MBA a plus 12–15+ years of progressive finance leadership experience, including prior CFO or senior VP Finance experience Private equity-backed or acquisition‑driven business experience strongly preferred, ideally in a buy‑and‑build platform Experience in multi‑entity, multi‑location, asset‑heavy environments Cross‑border reporting experience (Canada & U.S.) preferred Strong technical accounting background with complete command of GAAP Knowledge of leveraged capital structures, capital markets, and capital optimization Demonstrated experience developing and executing strategic and growth plans for a multi‑location platform Strong lender, covenant, and Board reporting experience Advanced decision‑making ability grounded in financial and business analytics Exceptional communication and diplomacy skills; comfortable as a strategic partner to the CEO and Board Leadership Characteristics Strategic partner and right hand to the CEO, quickly grasping Reliable’s growth thesis and using financial data to drive both organic and inorganic growth. Detail-oriented and systems-driven, with the discipline to implement structured close calendars, enforce reporting standards, and eliminate financial inconsistency across multiple operating entities. High financial integrity and control mindset, with a strong commitment to accurate reporting, internal controls, covenant compliance, and audit readiness in a cross‑border environment. Analytically rigorous, able to translate complex operational data (revenue per call, storage mix, labor %, fleet utilization) into clear financial insight and actionable decision‑making. Intellectually curious and insight‑driven, consistently probing deeper into unit economics, fleet ROI, municipal billing dynamics, working capital trends, and integration assumptions to uncover risks and value creation opportunities. Thrives in fast‑paced, high‑stakes, acquisition‑driven environments, capable of integrating newly acquired entities quickly while pushing pace and driving urgency across the organization. Operationally fluent and collaborative, able to partner effectively with Regional GMs and operational leaders to improve financial accountability without creating friction. Executive‑level communicator, capable of engaging the Board, PE sponsor, and lenders with confidence, clarity, and credibility. Driver of organizational change, able to secure buy‑in from a diverse set of stakeholders across finance and operations. Builder of scalable financial infrastructure, focused on implementing the systems, dashboards, and controls that support a $100M+ revenue platform. Voluntary Self‑Identification As set forth in Access Holdings ’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service‑connected disability. A "recently separated veteran" means any veteran during the three‑year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Voluntary Self‑Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 07/31/2029 Why are you being asked to complete this form? We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at . How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention‑deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete. #J-18808-Ljbffr

Vacancy posted 5 days ago
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