Chief Financial Officer

PE-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.

Our 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.

• First 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.

• Oversee 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.

• Private equity-backed company experience.
• Prior experience in the CFO seat.
• Proven ability to build out FP&A structure/function from the ground up
• Acquisition 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.

• 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.

• Remote. Pacific or Mountain time zone strongly preferred, working Pacific business hours.
• Light travel of about one short trip a month or less.