Client Services CFO - Consumer Products

Propeller Industries • New York, NY

65d • Remote

About The Position

This is an embedded CFO role focused on building and managing a portfolio of venture-backed companies in the Consumer Products sector. The position involves acting as a trusted advisor and strategic partner to clients, attending leadership meetings, preparing for board presentations, and leveraging Propeller's technology and team support to manage 20-40 clients profitably. It is an equity-track role for individuals who are builders and want to be part of a larger, scalable professional services firm. Propeller serves as the embedded finance and accounting partner to emerging companies, utilizing a Financial Operating Platform that combines human judgment, accounting precision, data infrastructure, and AI-enabled insights. This role differs from traditional fractional CFOs by providing embedded teams, including analysts, controllers, and accounting support, allowing for the management of a larger client portfolio.

Requirements

• CPA and/or MBA preferred
• 12+ years in finance/accounting with at least 5 years in CFO or senior financial leadership roles
• Proven business development track record—demonstrable ability to identify, cultivate, and close new client relationships
• Multi-client or consulting background strongly preferred (Big 4, boutique advisory, fractional CFO services, or similar)
• Experience serving Consumer Products companies generating $5M-$100M+ in revenue
• Track record of building and leading high-performing teams
• Strong executive presence—comfortable presenting to boards, CEOs, and sophisticated stakeholders
• Experience developing financial processes and systems in complex, growing organizations
• Deep expertise in at least one of the following: Direct-to-Consumer (DTC) / E-commerce, Consumer Packaged Goods (CPG), Omnichannel Retail / Brand
• Relationship-driven mindset
• Systems thinking ability
• Team player mentality
• Entrepreneurial mindset
• Technical aptitude—experience with modern tools and willingness to leverage AI-enabled platforms
• Continuous learner mindset

Nice To Haves

• Experience with Propeller's technology and data infrastructure (PIE, PDL, PropellerOS)

Responsibilities

• Own the full Consumer Products sales cycle—from initial outreach through signed engagement
• Build and maintain a robust pipeline through networking, referrals, and strategic outreach
• Develop compelling proposals that articulate Propeller's value to sophisticated buyers
• Collaborate with business development and leadership to pursue strategic opportunities
• Expand within existing accounts and generate referrals from satisfied clients
• Serve as primary relationship owner and CFO advisor for your portfolio of Consumer Products clients
• Transform monthly financial reviews from backward-looking reports into strategic conversations that drive decisions
• Participate in client leadership meetings and board prep—earning direct access to CEOs
• Provide financial insight, operational guidance, and business strategy support
• Identify opportunities for service expansion—deeper engagement, new offerings, lifecycle extension
• Build trust and credibility that positions Propeller as indispensable partner, not replaceable vendor
• Build and lead engagement teams across U.S. and international personnel
• Delegate FP&A, accounting, and controller work effectively—leveraging team capacity to scale your portfolio
• Set clear expectations, hold teams accountable for quality and timeliness
• Mentor and develop team members through coaching and feedback
• Ensure deliverables meet Propeller's standards and exceed client expectations
• Conduct regular portfolio reviews to identify improvement opportunities and share best practices
• Own financial performance of your portfolio—optimizing margins, managing utilization, driving profitability
• Balance client satisfaction with economic efficiency—ensuring sustainable, profitable relationships
• Surface and address issues proactively before they impact results
• Make informed decisions about resource allocation, pricing, and engagement scope
• Leverage Propeller Intelligence Engine (PIE) and Data Lake (PDL) to deliver insights traditional CFOs cannot provide
• Document workflows and surface repeatable intelligence for systematization through PropellerOS
• Contribute to institutional knowledge—codifying what works and sharing insights across the organization
• Continuously improve service delivery quality, efficiency, and client impact

Benefits

• Generous Paid Time Off and Holiday pay
• Comprehensive health benefits plus dental, vision, short and long-term disability, and life insurance
• HSA contribution
• Paid Family Leave
• 401k match
• Remote Work
• Professional development opportunities
• Bonus
• Equity-track role

What This Job Offers

• Job Type: Full-time
• Career Level: Senior