Practice Leader, Client CFO – Growth

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

📋 Description

• Take full ownership of the Growth practice from start to finish, including its commercial model, integrated delivery teams, and key client relationships.

• Foster business development through networking, referrals, strategic alliances, and direct outreach initiatives.

• Create a go-to-market strategy specifically for Growth-stage Consumer companies.

• Establish relationships with private equity firms, investors, and advisors to generate referrals.

• Manage practice revenue, profit margins, utilization rates, and overall profitability.

• Assemble, lead, and nurture teams of Controllers and CFOs.

• Position individuals in roles that amplify their strengths.

• Define service standards and ensure teams are held accountable for client satisfaction, quality of deliverables, and the profitability of engagements.

• Conduct portfolio evaluations and enhance capacity through hiring and development initiatives.

• Act as the executive sponsor and primary escalation point for significant accounts.

• Provide advisory support to Growth-stage Consumer operators at the CFO level.

• Sustain strategic relationships with complex clients.

• Engage in board meetings and discussions with investors.

• Convert financial data into strategic insights and communicate challenging messages effectively.

• Make decisions regarding pricing, resource distribution, and the scope of engagements.

• Utilize PropellerOS to deliver insights across multiple clients and formalize effective practices for Growth-stage companies.

• Continuously enhance the quality, efficiency, and impact of service delivery across the practice.

⛳️ Requirements

• Proven success in business development, including the identification, cultivation, and closure of client relationships in collaboration with the GoToMarket team.

• Over 15 years of experience in finance/accounting.

• At least 7 years in CFO or senior financial leadership positions.

• Direct experience in scaling businesses from $30M to over $300M in revenue, ideally in roles such as CFO or VP Finance.

• Demonstrated fluency in AI and current applications of AI in finance workflows.

• A history of leading and developing teams, including overseeing managers.

• A background in multi-client or consulting environments is highly preferred, such as in Big 4 firms, boutique advisory, or private equity portfolios.

• Strong executive presence and comfort in presenting to boards, private equity sponsors, and sophisticated stakeholders.

• Experience in constructing scalable financial infrastructures, encompassing ERP transitions, reporting systems, and planning processes.

• Knowledge of Consumer business economics, including channels, metrics, seasonal trends, retail relationships, and brand dynamics.

• In-depth expertise in at least one area of DTC/e-commerce, CPG, or omnichannel retail.

• Familiarity with essential processes and systems such as inventory management, trade spending, QuickBooks, and NetSuite.

• A background in Business Services alongside Consumer experience is advantageous.

🏝️ Benefits

• Attractive variable compensation linked to practice performance and new business generation.

• Equity participation in the company.

• Training in AI and automation technologies.

• Access to executive coaching resources.

• Membership in Propeller's professional network.

• Flexible remote work options available.

• Generous paid time off policy.

• Holiday pay provision.

• Comprehensive health benefits package.

• Dental insurance coverage.

• Vision insurance options.

• Short-term disability insurance.

• Long-term disability insurance.

• Life insurance coverage.

• Contributions to Health Savings Accounts (HSA).

• Paid family leave policy.

• 401(k) matching program.

• Support for professional growth and development.