Fractional CFO
About The Position
B2B CFO® is seeking experienced CFOs interested in building their own Fractional CFO practice. The company provides training, systems, tools, and professional support to help Partners learn how to find opportunities, acquire clients, and serve them successfully. This is not W-2 employment or a franchise, and B2B CFO® does not assign clients to Partners; Partners build their own opportunities and pipeline. The opportunity may suit candidates seeking control over their future, long-term client relationships, the ability to serve 4–8 clients simultaneously, and the independence to end an engagement when appropriate. Partners can also help long-term clients prepare for and sell their companies.
Requirements
- At least 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.
- Willingness to learn proven client-acquisition methodologies and invest in developing client-acquisition skills.
Nice To Haves
- FINRA Series 7 and/or Series 79.
- Interest in long-term client relationships, ideally five or more years.
- Interest in serving 4–8 clients simultaneously.
Responsibilities
- Build and maintain a pipeline of prospective clients and opportunities.
- Acquire and serve clients through the company's methodologies and support.
- Build and operate an independent Fractional CFO practice.
- Support long-term clients, including helping them prepare for and sell their companies.
Benefits
- Training, systems, tools, and professional support to help build a client pipeline and practice.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
