Fractional CFO

Overview

This role is for experienced CFOs who want to build and grow their own fractional CFO client pipeline. You will learn how to consistently identify opportunities, win the right clients, and deliver successful client engagements using proven methodologies, systems, tools, and ongoing professional support.

Responsibilities

• Consistently find opportunities and develop a client pipeline
• Win and onboard appropriate clients
• Serve clients successfully as part of a fractional CFO practice
• Learn and apply client acquisition processes and skills
• Build long-term client relationships (e.g., five or more years)
• Manage engagements, including the ability to end (“fire”) a client and walk away from an engagement
• Help long-term clients prepare for and sell their companies, using valued processes and professional support

Requirements

• Minimum 5 years as a CFO or equivalent senior financial executive with privately held U.S. companies
• At least 15 years of professional experience since college graduation

Preferred Qualifications

• FINRA Series 7 and/or Series 79 may be a bonus

Important Notes

• This is not W-2 employment and is not a franchise.
• Client support is not limited to assigning clients to partners; training and support are provided to help partners build their own opportunities and pipeline.

Compensation & Benefits

• Not specified

Location

• Privately held U.S. companies (exact work location not specified)