Client Services CFO - Consumer Products

Propeller Industries•New York, NY
•$240,000 - $300,000•Remote

About The Position

This is an embedded CFO role where you will build and own a portfolio of venture-backed companies, managing 20-40 clients. You will act as a trusted advisor, attending leadership meetings and preparing for boards, while also working within Propeller's standards, leveraging their technology and data. This role requires a builder who wants to be part of a larger team and contribute to the future of finance. You will operate like an MD at a professional services firm, maintaining standards, leveraging infrastructure, developing talent, and operating within a scalable system. This is an equity-track role for someone ready to build something that compounds.

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
  • Continuous learner mindset

Nice To Haves

  • Fractional CFO services background

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
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