Chief Financial Officer

CHIEF FINANCIAL OFFICERPE-Backed Commercial Services Platform | Remote (Western U.S.) Taltran Global has been exclusively retained to find the first Chief Financial Officer for a high-performing, private equity-backed commercial facility services business. It is at the start of a buy-and-build growth strategy. The CompanyOur client provides mission-critical commercial refrigeration and HVAC maintenance and repair for national multi-site brands across the Western U.S. It is a lower-middle-market business with more than two decades of operating history, and it has grown double digits every year without a single acquisition. It has highly recurring revenue, best-in-class margins, a clean balance sheet and an exceptionally loyal customer base. A growth-focused private equity firm recently partnered with the founding team, and they plan to scale the business significantly through organic growth and acquisitions over the coming years. Why This RoleFirst CFO, early in the hold. This is a build opportunity, not a turnaround. The books are clean and well run.Strong economics. The business has highly profitable, recurring revenue, strong free cash flow and minimal capital intensity.Real M&A runway. The company operates in a specialized niche with far less competition for acquisitions than the broader HVAC market.A seat at the table. You'll be a true partner to the CEO and work closely with the sponsor and board heading into the next transaction.People-first culture. The company is remote-first and casual, with long-standing profit sharing and strong employee tenure. Core ResponsibilitiesOversee 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, acting as the CEO's commercial co-pilot to turn the numbers 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, accounting).Interface with lenders and provide appropriate reporting.Assist in M&A diligence and lead back-office integration of acquired businesses.Prepare for exit (sell-side QoE, data room, etc.) and participate in management meetings. Target ProfileMust havePrivate equity-backed company experience.Prior experience in the CFO seat.Proven ability to build out FP&A structure/function from the ground upAcquisition experience, including diligence and integration.A background in the broader industrial services universe.Experience at companies under $100M in revenue.A hands-on approach and the ability to operate with a small team.A strategic thinker who can drive actionable insight from the numbers and communicate to leadership.Nice to haveExit experience.An 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. Location & TravelRemote. Pacific or Mountain time zone strongly preferred, working Pacific business hours.Light travel of about one short trip a month or less.