Fractional Chief Financial Officer

Core Responsibilities

• Consolidate financial reporting across all operating brands
• Develop gross margin, labor utilization, and cash flow dashboards
• Support Job Costing implementation within ServiceTitan
• Establish month-end close procedures and audit-ready reporting standards
• Lead debt and capital raise initiatives
• Manage lender and investor relationships
• Prepare board reporting packages and investor updates
• Support due diligence and reporting requirements
• Lead financial due diligence and Quality of Earnings reviews
• Develop acquisition models and transaction structures
• Manage post-acquisition financial integration
• Career Development
• Oversee multi-entity treasury operations
• Implement working capital optimization initiatives
• Improve cash flow and collections performance
• Exit Preparation
• Develop and maintain the exit data room
• Coordinate sell-side Quality of Earnings reviews and audit preparation
• Maintain acquisition-grade consolidated financial reporting.

Required Qualifications

• 10+ years of senior finance leadership experience
• Current or recent CFO or VP Finance experience
• CPA, MBA, or equivalent credential
• Multi-entity consolidation expertise
• Private Equity Portfolio Company Or Rollup Platform Experience
• Capital raise experience involving debt, equity, or SBA financing
• M&A due diligence and integration experience

Preferred Qualifications

• Experience within: HVAC, Plumbing, Electrical services, Facilities management, Field service businesses
• Experience With ServiceTitan FieldEdge, QuickBooks Online multi-entity environments
• Fractional or interim CFO engagements
• Sell-side Quality of Earnings preparation
• Operational scorecard and management systems