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Financial Services

Fractional CFO

Naperville, ILOnsiteFull TimeChief / Executive$250–$350 /yrPosted 19 days ago

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Required skills

  • CFO
  • senior financial executive
  • privately held U.S. companies
  • client acquisition
  • client pipeline
  • practice building
  • client services

Nice to have

  • FINRA Series 7
  • FINRA Series 79
  • company sales
  • M&A

Role summary

B2B CFO® is seeking experienced CFOs to build their own fractional CFO practice. This role involves finding and serving clients, with a focus on client acquisition methodologies and long-term relationships. The company provides training, systems, and support to help experienced financial executives build their client pipeline and practice. Requirements include 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 total professional experience. FINRA Series 7 and/or Series 79 are considered a bonus. This is a contract, non-W2, non-franchise opportunity.

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:
 
  • 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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