Chief Financial Officer – B2B EXIT, B2B CFO
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Job Description
Fractional CFO building an independent advisory practice for privately held U.S. companies. Developing client pipelines, serving 4–8 clients, and advising owners on exits.
Responsibilities:
- Build an independent Fractional CFO practice
- Consistently find opportunities and win the right clients
- Build a client pipeline through proven client acquisition methodologies
- Serve 4–8 clients simultaneously
- Develop long-term client relationships
- Identify opportunities to help long-term clients prepare for and sell their companies
- Build opportunities and pipeline independently; clients are not simply assigned
Requirements:
- Minimum 5 years as a CFO or equivalent senior financial executive with privately held U.S. companies
- At least 15 years of professional experience since college graduation
- FINRA Series 7 and/or Series 79 may be a bonus
- Willingness to learn proven methodologies for client acquisition
- Willingness to invest in learning client acquisition processes and skills
- Ability to build and maintain a client pipeline
- This is not W-2 employment and is not a franchise
Benefits:
- Proven training, systems, tools and professional support for building a client pipeline and practice
- Professional support in building opportunities and pipeline
- Ability to build an independent Fractional CFO practice
- Opportunity to serve long-term clients and 4–8 clients simultaneously
- Flexibility to “fire” a client and walk away from an engagement
- Equal opportunity company that values diversity
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