Chief Financial Officer

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 www.accessholdings.com.

Company Overview

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 Overview

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

1. Financial Strategy & Capital Allocation

• 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

1. 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

1. Financial Reporting, Controls & Accounting Excellence

• 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

1. 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

1. Fleet & CapEx Financial Oversight

• 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
• Monitor maintenance cost trends across divisions

1. 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

1. M&A Strategy, Diligence & Integration

• 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

1. PE Sponsor, Board & Lender Governance

• 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

1. 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.