Client Services CFO – Consumer Products

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

📋 Description

• Take ownership of the complete Consumer Products sales process, from initial outreach to signed agreements.

• Create and sustain a strong sales pipeline through networking, referrals, and strategic outreach efforts.

• Prepare proposals that clearly communicate Propeller's value to discerning buyers.

• Partner with business development and leadership teams on strategic initiatives.

• Enhance existing accounts and drive client referrals.

• Act as the main relationship manager and CFO advisor for a portfolio of Consumer Products clients.

• Transform monthly financial reviews into strategic discussions for decision-making.

• Engage in client leadership meetings and board preparations with direct access to the CEO.

• Offer financial insights, operational guidance, and support for business strategy.

• Identify opportunities for service expansion.

• Assemble and lead engagement teams comprising U.S. and international personnel.

• Delegate work related to FP&A, accounting, and controller functions.

• Set clear expectations while ensuring quality and timeliness of deliverables.

• Mentor and nurture team members through coaching and constructive feedback.

• Conduct portfolio reviews and disseminate best practices.

• Oversee the financial performance of the portfolio, optimizing margins, utilization, and profitability.

• Manage resource allocation, pricing strategies, and engagement scopes.

• Utilize Propeller Intelligence Engine (PIE) and Propeller Data Lake (PDL).

• Document workflows and contribute to the development of repeatable processes for PropellerOS.

• Enhance institutional knowledge and continuously refine service delivery.

⛳️ Requirements

• CPA and/or MBA is preferred.

• 12+ years of experience in finance/accounting, including at least 5 years in CFO or senior financial leadership roles.

• Demonstrated success in business development, with a history of identifying, nurturing, and closing new client relationships.

• A strong preference for candidates with multi-client or consulting backgrounds (Big 4, boutique advisory, fractional CFO services, or similar).

• Experience with Consumer Products companies generating revenues between $5M and $100M+.

• Proven ability to build and lead high-performing teams.

• Strong executive presence; adept at presenting to boards, CEOs, and sophisticated stakeholders.

• Experience in developing financial processes and systems within complex, growing organizations.

• In-depth expertise in at least one of the following areas: Direct-to-Consumer/E-commerce, Consumer Packaged Goods, or Omnichannel Retail/Brand.

• Expertise in DTC/E-commerce may encompass CAC, LTV, channel economics, fulfillment and logistics cost management, and familiarity with Shopify/Amazon ecosystems.

• CPG expertise could include trade spend management, retailer margin structures, inventory management, COGS optimization, promotional ROI analysis, and negotiations with retail partners.

• Omnichannel Retail/Brand expertise may involve wholesale vs. DTC channel mix, inventory turns, sell-through rates, gross margin management, retail expansion planning, and supply chain finance.

• Relationship-driven, systems thinker, team-oriented, entrepreneurial, technically adept, and committed to continuous learning.

• Familiarity with modern tools and a willingness to utilize AI-enabled platforms.

🏝️ Benefits

• Bonus

• Generous Paid Time Off and Holiday pay

• Comprehensive health benefits

• Dental insurance

• Vision insurance

• Short- and long-term disability insurance

• Life insurance

• HSA contribution

• Paid Family Leave

• 401k match

• Remote Work

• Professional growth support

• Equity-track role