Client Services CFO - B2B

Propeller Industries • New York, NY

6d • Remote

About The Position

This is an embedded CFO role where you will build and own a portfolio of venture-backed companies with $3-5M in annual revenue. You will have FP&A leverage, operational infrastructure, and team support to manage 20-40 clients profitably. The role involves embedding within client leadership teams to attend meetings, prepare for boards, and earn trust as a strategic advisor. You will also be embedded within Propeller, working within their standards, leveraging their technology and data, and contributing to a collaborative team. This is an equity-track role for individuals ready to build something that compounds and contribute to the future of finance through AI-enabled intelligence. Propeller serves as the embedded finance and accounting partner to emerging companies across various sectors, utilizing a Financial Operating Platform that combines human judgment, accounting precision, data infrastructure, and AI-enabled insights.

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 B2B 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: B2B SaaS / Technology (Revenue recognition (ASC 606), deferred revenue, customer economics, unit economics, SaaS metrics), Professional Services (Project accounting, utilization management, resource planning, services margin optimization), Marketplaces / Fintech (GMV vs. revenue, take rates, trust accounting, regulatory considerations)
• Relationship-driven: You understand that great work creates opportunities, but growth requires proactive cultivation
• Systems thinking: Ability to see patterns, codify intelligence, and contribute to scalable processes
• Team player: Willing to work within shared standards while pushing to improve them
• Entrepreneurial: Comfort with ambiguity, willingness to build, and drive to create value
• Technical aptitude: Experience with modern tools and willingness to leverage AI-enabled platforms
• Continuous learner: Curiosity about new industries, business models, and emerging technologies

Responsibilities

• Own the full B2B 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 B2B 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

What This Job Offers

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