Chief Financial Officer – B2B EXIT, B2B CFO

This is a fully remote position, open to applicants in California.

📋 Description

• Establish a standalone Fractional CFO practice

• Continuously seek out opportunities and secure ideal clients

• Develop a client pipeline using effective client acquisition strategies

• Manage 4–8 clients at the same time

• Cultivate enduring client relationships

• Identify avenues to assist long-term clients in preparing for and selling their businesses

• Independently create opportunities and a pipeline; clients are not merely assigned

⛳️ Requirements

• A minimum of 5 years in a CFO role or as a senior financial executive with privately owned U.S. companies

• At least 15 years of professional experience since graduating from college

• Possession of FINRA Series 7 and/or Series 79 may be advantageous

• Openness to learning established methodologies for client acquisition

• Commitment to investing in the development of client acquisition processes and skills

• Capability to build and sustain a client pipeline

• This position does not involve W-2 employment and is not a franchise

🏝️ Benefits

• Comprehensive training, systems, tools, and professional support for developing a client pipeline and practice

• Professional assistance in creating opportunities and a pipeline

• Chance to establish an independent Fractional CFO practice

• Opportunity to serve long-term clients while managing 4–8 clients concurrently

• Flexibility to terminate a client relationship and disengage from an engagement

• An equal opportunity employer that prioritizes diversity