Job Description

Location: Phoenix, AZ strongly preferred
Employment Type: Full-Time
FLSA Status: Exempt
Reports To: Chief Executive Officer
Compensation: Up to $250,000 base salary, plus annual performance-based incentive and participation in a long-term equity program

About the Opportunity

Mobile Box is seeking a strategic, operationally minded Chief Financial Officer to join the executive leadership team during an important stage of growth, scale, and value creation. This is a high-impact opportunity for a finance leader who wants to build, improve, and professionalize the finance function while partnering closely with the CEO, private equity sponsor, board, lenders, and operating leaders.

The ideal candidate is not only technically strong in finance and accounting, but also business-oriented, hands‑on, and comfortable operating in a fast-moving, multi‑location environment. This role is best suited for someone who can bring financial discipline, improve visibility, challenge the business constructively, and help build a scalable finance organization.

This is a true CFO role with meaningful ownership across financial strategy, cash management, lender relationships, board reporting, operational finance, ERP/finance transformation, and long‑term value creation.

Position Summary

The Chief Financial Officer will lead all finance and accounting functions and serve as a key strategic partner to the CEO and executive leadership team. This individual will be responsible for driving financial discipline, building scalable processes, improving reporting and KPI visibility, managing lender and sponsor‑facing requirements, and helping guide the company through its next stage of growth.

The CFO will have authority to evaluate and strengthen the finance organization, including team structure, roles, talent needs, systems, processes, and controls. This person must be comfortable assessing what exists today, identifying what needs to improve, and building the infrastructure required to support a growing, sponsor‑backed business.

Key Responsibilities

Financial Leadership & Strategy

Serve as the senior finance leader and strategic partner to the CEO, executive team, board, and private equity sponsor.

Lead financial strategy, annual planning, budgeting, forecasting, and long‑term financial modeling.

Translate financial performance into actionable business insights and recommendations.

Support the company’s value creation plan and long‑term growth strategy.

Evaluate capital allocation, debt paydown, EBITDA improvement opportunities, cash flow, margin performance, and operating efficiency.

Provide clear financial leadership in a hands‑on, growth‑oriented environment.

Cash, Liquidity & Working Capital

Own and manage the company’s 13‑week cash forecast.

Lead working capital strategy, including AR collections, AP discipline, cash conversion, and capex timing visibility.

Build improved cash flow discipline and liquidity visibility across the business.

Partner with operations and leadership to ensure financial decisions are supported by timely and accurate data.

Identify risks, trends, and opportunities related to liquidity, borrowing capacity, and business performance.

Own lender communication and relationship management.

Manage borrowing base reporting, ABL‑related requirements, banking relationships, and related lender communication.

Oversee covenant reporting and ongoing lender compliance.

Maintain strong visibility into capital structure, debt obligations, compliance requirements, and liquidity planning.

Partner with the CEO and sponsor on financing strategy, debt management, and capital planning.

Reporting, KPIs & Board Materials

Build, improve, and maintain dashboards and KPI reporting that provide stronger operational and financial visibility.

Prepare finance‑related board materials and executive reporting packages.

Present financial results, trends, risks, and recommendations to senior leadership, the board, and sponsor stakeholders.

Develop reporting that connects financial performance to branch, fleet, pricing, utilization, margin, and operational outcomes.

Improve the quality, timeliness, and usefulness of recurring financial reporting.

Operational Finance Partnership

Actively partner with sales, operations, and field leadership to improve business performance.

Challenge and support decisions related to fleet investment, pricing, utilization, margin, branch performance, and capital deployment.

Maintain visibility with field and operational teams to understand business realities beyond the financial statements.

Help establish stronger financial accountability throughout the organization.

Provide practical, data‑driven recommendations that improve profitability, efficiency, and scalability.

Finance Team Leadership & Organizational Build

Evaluate the current finance and accounting structure.

Redefine roles, upgrade talent, and recruit as needed to build a scalable finance organization.

Develop the finance team’s capabilities, accountability, systems, and service model.

Establish clear ownership across accounting, FP&A, reporting, cash management, controls, and business partnership.

Build a high‑performing finance function that can support growth and sponsor‑level expectations.

ERP, Systems & Process Improvement

Lead or materially support ERP evaluation, selection, implementation, and finance transformation initiatives.

Improve financial systems, reporting tools, processes, workflows, and controls.

Identify opportunities to streamline manual processes and improve data quality.

Support scalable processes for month‑end close, forecasting, reporting, approvals, and operational financial review.

Bring strong change management discipline to finance transformation work.

M&A, Integration & Exit Readiness

Support future tuck‑in acquisition activity and strategic growth initiatives.

Participate in financial diligence, transaction preparation, and integration planning as needed.

Help build the financial discipline, reporting structure, and documentation needed for future buyer or lender diligence.

Support leadership and sponsor stakeholders in future transaction processes, while partnering appropriately with other internal and external presenters.

Required Qualifications

• 10+ years of progressive finance and accounting leadership experience.
• Prior experience as a CFO, VP of Finance, Head of Finance, PE Controller, or senior finance leader with strong readiness for a CFO seat.
• Demonstrated experience owning cash forecasting, financial planning, budgeting, forecasting, and executive reporting.
• Strong understanding of working capital, liquidity management, debt, borrowing base reporting, ABL structures, and lender relationships.
• Experience preparing board‑level or sponsor‑level financial materials.
• Proven ability to partner with executive leadership and operational teams.
• Strong financial modeling, KPI reporting, dashboarding, and business performance analysis skills.
• Experience leading, restructuring, or scaling a finance/accounting team.
• Strong command of accounting, financial controls, compliance, and reporting discipline.
• Ability to operate hands‑on while also providing executive‑level strategic leadership.

Strongly Preferred Qualifications

• Experience in a private equity‑backed, sponsor‑owned, founder‑led, or growth‑stage business.
• Prior experience in a multi‑location, asset‑based, equipment rental, storage, logistics, field service, construction, industrial services, or similar operating environment.
• ERP implementation, ERP evaluation, or finance transformation experience.
• Prior experience with M&A diligence and/or post‑close integration.
• Experience supporting lender, board, sponsor, or investor communications.
• CPA, MBA, or advanced degree in Finance, Accounting, Business, or related field.
• Strong Excel and financial modeling skills; experience with BI/dashboard tools preferred.
• Strategic finance leadership
• Cash flow and liquidity management
• Lender and covenant management
• Operational finance partnership
• Board and sponsor communication
• Financial modeling and KPI development
• ERP/finance transformation
• Team building and talent development
• Change leadership
• Executive presence
• Business judgment and accountability
• High integrity, discretion, and confidentiality

Non‑Negotiables

The successful candidate must be able to:

• Own the 13‑week cash forecast and drive cash discipline.
• Manage lender communication, borrowing base requirements, and covenant reporting.
• Build or materially improve dashboards, KPIs, and financial reporting.
• Partner deeply with operations, sales, and field leadership.
• Challenge operational decisions around pricing, fleet investment, utilization, margin, and branch performance.
• Evaluate and strengthen the finance team structure.
• Operate effectively in a private equity‑backed environment.
• Communicate confidently with the CEO, board, sponsor, and external partners.
• Work primarily from or near Phoenix, Arizona, due to the level of executive and operational partnership required.

Ideal Candidate Profile

The ideal candidate is a high‑upside finance leader with strong technical capability, operational curiosity, and the drive to help build something. This person may be a sitting CFO or a highly capable VP Finance/PE Controller ready to step into the CFO seat. The right candidate will bring confidence without ego, financial rigor without bureaucracy, and the ability to work closely with leadership to improve the business.

This role requires someone who is comfortable in a builder environment — someone who can create structure, improve visibility, develop people, partner with the field, and help position the company for long‑term success.

Compensation

Competitive base salary, depending on experience, qualifications, and alignment with the role requirements. The position is also eligible for an annual performance‑based incentive, currently anticipated at approximately 40%–45% of base salary, based on company and individual performance metrics. The role also includes participation in a meaningful long‑term equity program.

Benefits and additional details will be discussed during the interview process.

Equal Employment Opportunity Statement

Mobile Box is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.

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