Chief Financial Officer

About this role

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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• Finance Organization & Team Development

• Build and lead a scalable finance organization, including

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