Fractional CFO

B2B Cfo • Naperville, IL

4d

About The Position

B2B CFO® offers experienced CFOs the opportunity to build their own Fractional CFO practice. The company provides training, systems, tools, and professional support to help Partners learn client acquisition, build a pipeline of prospective clients, win appropriate engagements, and serve clients successfully. B2B CFO® does not assign clients to Partners. This opportunity is neither W-2 employment nor a franchise.

The practice is intended for professionals who want greater control over their future, enjoy long-term client relationships, and want to serve approximately 4–8 clients at a time. Partners may develop long-term client opportunities, including helping companies prepare for and sell their businesses, and can choose to end an engagement. Interested candidates can learn more and confidentially submit a resume or LinkedIn profile through B2BCFO.com/careers. By submitting information, applicants authorize B2B CFO® and B2B EXIT® to contact them by email, LinkedIn, and/or phone. B2B CFO® states that it is an equal opportunity company and does not discriminate on the listed protected bases.

Requirements

• At least 5 years of experience 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 methodologies and processes for client acquisition.
• Interest in building an independent Fractional CFO practice and investing in learning client acquisition skills.

Nice To Haves

• FINRA Series 7 and/or Series 79 may be a bonus.
• Interest in long-term client relationships, including clients of five or more years.
• Desire to serve 4–8 clients simultaneously.

Responsibilities

• Build a personal pipeline of prospective clients and identify opportunities to acquire clients.
• Win appropriate client engagements and serve clients successfully.
• Develop and maintain long-term client relationships.
• Help long-term clients prepare for and sell their companies.

Benefits

• Training, systems, tools, and professional support for building a client pipeline and practice.

What This Job Offers

• Career Level: Senior
• Education Level: No Education Listed