Fractional CFO

B2BcfoNew York, NY
Remote

About The Position

B2B CFO® offers a dynamic platform for seasoned financial professionals to excel in strategic business advisory and sell/buy services for privately held companies. Many experienced CFOs desire to leave the W-2 world to become a self-employed CFO Consultant. B2B CFO® provides a system for CFOs to find clients, with a comprehensive training manual and expert trainers. The ideal candidate has a passion for serving owners of privately held companies, desires specialized training, and has experience in improving cash flow, obtaining bank loans, growing companies profitably, increasing company value, strategic planning, and preparing businesses for sale. They should also want to learn proven processes to find clients, serve multiple clients simultaneously, and be in control of their future.

Requirements

  • Minimum of 5 years as a CFO (or equivalent, such as financial vice president/VP of finance) in privately held companies within the USA.
  • At least 15 years of professional experience since college graduation.
  • Passion to serve owners of privately held companies.
  • Desire to receive specialized training prior to beginning to find clients.
  • Desire to learn proven processes to find great paying clients.
  • Wants to learn how to serve multiple clients simultaneously.
  • Strong passion to be in control of their future.

Nice To Haves

  • FINRA Series 7 and/or 79.

Responsibilities

  • Serve as a strategic business advisor for privately held companies.
  • Provide sell/buy services for privately held companies.
  • Improve cash flow for clients.
  • Assist clients in obtaining bank loans.
  • Help companies grow profitably.
  • Increase company value for clients.
  • Develop strategic plans for clients.
  • Prepare businesses for sale.
  • Serve multiple clients simultaneously.

Benefits

  • Opportunity to control your career.
  • Build a thriving consulting practice.
  • System for finding clients.
  • Comprehensive training manual.
  • Expert trainers.
  • Equal opportunity employer.
  • Diversity valued.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service