Fractional CFO

Overview

This role is for experienced CFOs and senior financial executives who want to build a fractional practice with a consistent pipeline of prospective clients. Success in this position focuses on identifying opportunities, winning the right clients, and serving clients successfully over the long term.

Responsibilities

• Build and maintain a client pipeline using proven client acquisition methodologies
• Identify and pursue opportunities to help long-term clients prepare for and sell their companies
• Serve clients successfully and support long-term client relationships (including engagements lasting five or more years)
• Manage a fractional workload across 4–8 clients simultaneously
• Take ownership of client engagements, including the ability to discontinue relationships (“fire” a client) and exit an engagement when appropriate
• Develop a sustainable, long-term stream of prospective clients

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

Compensation & Benefits

• Not W-2 employment (independent arrangement)

Location

• Privately held U.S. companies (U.S.-based experience requirement is stated)

Additional Information

• Not a franchise.
• Training, systems, tools, and professional support are provided to help Partners build their own opportunities and pipeline rather than simply receiving assigned clients.