Chief Financial Officer
Access Holdings
Chief Financial OfficerSeattle, WashingtonAccess 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.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.Position OverviewThe 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 ResponsibilitiesFinancial Strategy & Capital AllocationPartner with the President & CEO and Board to set overall financial and capital allocation strategyBring financial rigor and a capital allocation mindset to fleet purchases, yard expansion, and acquisitionsEvaluate buy vs. build decisions for organic growth and de novo location expansionDevelop financing, banking, and tax strategy across Canadian and U.S. entitiesLead enterprise risk management, identifying and mitigating key risk exposuresOwn the capital request and budgeting process end-to-endLong- & Short-Range PlanningDevelop 3–5 year strategic plans and annual operating plans (AOP) tied to value creation initiativesBuild rolling 12-month forecasts and location-level financial performance modelsUse strategy maps and Board decks to communicate plans to the Board, lenders, and investorsAlign deal models, long-term plans, and forecasts to drive enterprise performanceDevelop scenario modeling for fuel price volatility, municipal contract shifts, and rate changesFinancial Reporting, Controls & Accounting ExcellenceOversee consolidated monthly, quarterly, and annual financial reporting across all entitiesMaintain GAAP/IFRS compliance across Canadian and U.S. operationsBuild and strengthen internal controls and standardize accounting policies across acquired entitiesLead the year-end review/audit process and drive toward clean auditsOwn process improvement across close, AR, and AP, driving toward a sub-10-day closeEnsure post-acquisition financial integration within 60–90 days of closeTreasury, Cash Flow & Capital Structure ManagementMaintain a rolling 13-week cash flow forecast across entitiesOwn lender relationships, credit agreements, and covenant compliance/reportingOptimize working capital (AR collections, municipal and impound receivables, intercompany cash)Manage equipment financing structures, capital lease obligations, and the broader leveraged capital structureLead refinancing and capital raise processes as needed; negotiate bank and card feesFleet & CapEx Financial OversightDevelop fleet-level ROI models and asset-level depreciation/replacement cycle trackingEvaluate heavy vs. light-duty fleet economics and prioritize capital deploymentBuild post-acquisition fleet rationalization modelsMonitor maintenance cost trends across divisionsManagement Reporting & KPI InfrastructureEstablish daily, weekly, and monthly reporting standards for operational and financial KPIsBuild finance-driven dashboards connecting operational metrics (revenue per call, storage days, fleet uptime, labor %) to financial outcomesDevelop the data analytics and data stack needed to support reporting at scaleInstitutionalize a structured monthly performance cadence with the President and Regional GMsM&A Strategy, Diligence & IntegrationLead financial diligence on acquisition targets, including quality of earnings review and EBITDA normalizationOwn financial onboarding and post-acquisition integration for all add-on and tuck-in acquisitionsStandardize chart of accounts and reporting systems across acquired entitiesTrack post-close synergy capture and Year 1 financial accretionPE Sponsor, Board & Lender GovernanceEstablish a Project Management Office (PMO) for tracking key strategic initiatives, with standardized reporting and variance trackingDevelop and execute a communication strategy with the Board, PE sponsor, banks, and investorsDeliver Board-ready reporting that clearly articulates financial performance and strategic progressDesign incentive structures and compensation plans (ICPs) that link performance to outcomesFinance Organization & Team DevelopmentBuild and lead a scalable finance organization, including the Controller, FP&A, and Treasury functionsImplement a structured closing calendar and reporting disciplineDevelop the finance team's succession bench through regular coaching and peer networkingUse skip-level meetings across Accounting, Finance, IT, HR, and Operations for organizational insightQualificationsBachelor's degree in Accounting or Finance required; CPA strongly preferred, MBA a plus12–15+ years of progressive finance leadership experience, including prior CFO or senior VP Finance experiencePrivate equity-backed or acquisition-driven business experience strongly preferred, ideally in a buy-and-build platformExperience in multi-entity, multi-location, asset-heavy environmentsCross-border reporting experience (Canada & U.S.) preferredStrong technical accounting background with complete command of GAAPKnowledge of leveraged capital structures, capital markets, and capital optimizationDemonstrated experience developing and executing strategic and growth plans for a multi-location platformStrong lender, covenant, and Board reporting experienceAdvanced decision-making ability grounded in financial and business analyticsExceptional communication and diplomacy skills; comfortable as a strategic partner to the CEO and BoardLeadership CharacteristicsStrategic 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
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