
B2B CFO® Verified
Financial Services
Fractional CFO
RemoteRemoteFull TimeChief / Executive$250–$350 /yrPosted 13 days ago
Required skills
- CFO
- financial executive
- client acquisition
- client pipeline
- long-term clients
- serve clients successfully
- U.S. companies
Nice to have
- FINRA Series 7
- FINRA Series 79
- M&A advisory
- sell their companies
Role summary
B2B CFO® is seeking experienced CFOs to build their own fractional CFO practices. The role involves learning proven methodologies and systems for client acquisition, pipeline generation, and client service. This is a contract position where you will be supported in developing your own client base, aiming to serve 4-8 clients simultaneously with a focus on long-term relationships and potential exit planning for clients. Requires a minimum of 5 years as a CFO or equivalent senior financial executive with privately held U.S. companies and at least 15 years of professional experience.
You've Mastered Being a CFO. Ready to Build Something of Your Own?
You already know how to be a CFO. The next challenge is learning how to consistently find opportunities, win the right clients and serve them successfully.
You don't need to be a natural salesperson or "rainmaker." B2B CFO® provides proven training, systems, tools and professional support designed to help experienced CFOs build their own client pipeline and practice.
This May Help You Achieve Your Goals If You:
Requirements
Important
Visit B2BCFO.com/careers to learn more and confidentially submit your resume or LinkedIn profile.
Standard application language: By confidentially submitting your information, you grant B2B CFO® and B2B EXIT® permission to contact you via email, LinkedIn and/or phone. B2B CFO® is an equal opportunity company that values diversity. We do not discriminate on the basis of age, race, religion, color, national origin, gender, sexual orientation, marital status, veteran status or disability status.
You already know how to be a CFO. The next challenge is learning how to consistently find opportunities, win the right clients and serve them successfully.
You don't need to be a natural salesperson or "rainmaker." B2B CFO® provides proven training, systems, tools and professional support designed to help experienced CFOs build their own client pipeline and practice.
This May Help You Achieve Your Goals If You:
- Want control over your future.
- Want to build your own Fractional CFO practice.
- Are willing to learn proven methodologies for client acquisition.
- See value in investing yourself by learning client acquisition processes and skills.
- Like long-term clients (e.g., five or more years).
- Want financial security by serving 4–8 clients simultaneously.
- Enjoy the empowerment to “fire” a client and walk away from an engagement.
- Desire to have a never-ending pipeline of prospective clients.
- Want to identify opportunities to help long-term clients prepare for and sell their companies. Value processes and professional support.
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.
Important
- This is not W-2 employment and is not a franchise. B2B CFO® does not simply assign clients to Partners. We teach and support Partners in building their own opportunities and pipeline.
Visit B2BCFO.com/careers to learn more and confidentially submit your resume or LinkedIn profile.
Standard application language: By confidentially submitting your information, you grant B2B CFO® and B2B EXIT® permission to contact you via email, LinkedIn and/or phone. B2B CFO® is an equal opportunity company that values diversity. We do not discriminate on the basis of age, race, religion, color, national origin, gender, sexual orientation, marital status, veteran status or disability status.
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