About Trades Mosaic

Trades Mosaic is an acquisition platform focused on consolidating high-quality Mechanical Trades, Property & Facilities, and Building Technology businesses across the Mid-Atlantic and Southeast United States.

Operating under a private equity-style rollup model, the platform is pursuing a targeted enterprise value of $100 million by Q1 2028 through acquisition execution and operational standardization across its portfolio.

Platform Differentiators

Pending SDVOSB designation supporting access to federal contracting opportunities

Trades Integrated Leadership Execution System (TILES) built around ServiceTitan Enterprise Hub, Ninety.io, and AWS-based reporting systems

Leadership team with Top Secret clearance and active Department of Defense SkillBridge partnerships

Board-level guidance and acquisition methodology influenced by Chairman Daniel S. Peña (QLA)

Verified acquisition pipeline exceeding 10,000 targets across nine states.

Position

Fractional CFO – HoldCo Strategic Finance Leader

Reports To: Managing Director and Board of Directors

Engagement Type: Fractional / 1099

Hours: 20–40 hours per month, adjusted based on acquisition and capital-raising activity

Location: Fully remote with quarterly in-person board meetings

Start Date: Immediate.

Position Summary

The Fractional CFO will serve as the strategic financial leader for the holding company, working closely with executive leadership, the Board, and operating company leadership teams.

The role focuses on building institutional-grade financial infrastructure, supporting debt and capital-raising initiatives, leading M&A financial workstreams, and preparing the platform for a future exit.

The organization is seeking a CFO with experience in multi-entity consolidation, acquisitions, capital raises, private equity environments, and post-acquisition integration.

Core Responsibilities

Financial Operations & Reporting

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

Capital Strategy & Investor Relations

Lead debt and capital raise initiatives

Manage lender and investor relationships

Prepare board reporting packages and investor updates

Support due diligence and reporting requirements

Mergers, Acquisitions & Integration

Lead financial due diligence and Quality of Earnings reviews

Develop acquisition models and transaction structures

Manage post-acquisition financial integration

Coordinate with legal and tax advisors on transaction execution

Treasury & Cash Management

Oversee multi-entity treasury operations

Manage banking relationships

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.

Success Milestones

First 90 Days

Launch consolidated financial reporting

Prepare lender-ready capital raise materials

Align Job Costing implementation roadmap

First 6 Months

Execute credit facility

Deliver Quality of Earnings-grade reporting for priority brands

Deploy acquisition integration financial playbook

First 12 Months

Establish quarterly board reporting cadence

Complete federal contracting financial readiness assessment

Build and populate exit data room infrastructure.

Compensation

Monthly retainer

Performance-based milestone bonuses tied to:

Capital raise closings

Debt financing achievements

Acquisition closings

Equity participation available and negotiable for the right candidate.

Engagement Structure

Baseline commitment of 20–40 hours per month

3-month initial term with extension option

Quarterly review of scope and hours

Potential pathway to:

Full-time CFO role

Expanded equity participation

Senior advisory position following future exit events.

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