Fractional / Freelance CFO – Investor Readiness & Growth Advisory

Business Financial Group•Peachtree Corners, GA

11d

About The Position

Business Financial Group (BFG) is a multi-service financial operations platform that provides accounting, payroll, tax, and advisory services to small- and mid-sized businesses. BFG operates a globally optimized delivery model with: U.S.-based leadership and contract CPAs (advisory & compliance oversight) India-based accounting, admin, and HR teams (execution & quality control) Costa Rica–based sales, marketing, client service, and recruiting teams BFG currently generates approximately $350K in annual recurring revenue and is entering a focused growth acceleration phase, including geographic expansion, service-line monetization, and selective capital raising. Role Overview BFG is seeking a Fractional / Freelance CFO to support investor readiness, financial storytelling, and deal structuring during an upcoming growth and fundraising phase. This is not a traditional CFO or controller role. The ideal candidate acts as a strategic financial advisor to the founder, helping translate the business model into investor-grade financial narratives while preserving founder control and long-term value. Key Objectives of the Role The Fractional CFO’s primary mandate is to: Strengthen financial credibility with investors Validate and refine growth assumptions Support deal structure and governance discussions This role does not own day-to-day accounting, bookkeeping, payroll, or tax compliance.

Requirements

Experience as a Fractional CFO, CFO Advisor, or Finance Lead
Background working with professional services businesses (accounting, advisory, HR, consulting)
Direct experience supporting capital raises in the $500K–$5M range
Familiarity with family offices, operator-investors, or growth equity (not VC-only)
Comfort with global or offshore delivery models

Nice To Haves

Founder-friendly, pragmatic mindset
Strong communicator (can explain finance simply)
Comfortable working with early-stage platforms
Disciplined about scope and time
Willing to collaborate closely with the founder

Responsibilities

Investor Readiness & Financial Storytelling (Primary)
Review and pressure-test existing investor pitch materials
Validate revenue model, unit economics, and margin assumptions
Help frame financial metrics investors care about (ARR, revenue per employee, margins, LTV)
Prepare the founder for financial and valuation-related investor questions
Financial Modeling (Practical, Not Theoretical)
Develop simple, defensible financial projections (12–36 months)
Align projections with operational realities and hiring plans
Avoid overly complex, VC-style forecasting models
Capital Deployment & Use-of-Funds Logic
Sanity-check proposed use of funds ($1M–$2M growth capital)
Ensure capital allocation aligns with growth priorities
Help articulate how capital accelerates scale without increasing risk
Deal Structure & Term Sheet Advisory
Review proposed deal structures (equity, preferred equity, staged investments)
Explain implications of terms (liquidation preferences, board rights, returns)
Flag unfavorable or misaligned terms
Support the founder in evaluating competing offers