
51 - 200 employees
Founded 1987
🤝 B2B
💳 Fintech
💼 Consulting
B2B • Fintech • Consulting
B2B CFO® is a professional consulting firm dedicated to enhancing the lives of business owners. The company focuses on improving cash flow, helping companies secure bank loans, and promoting profitable growth. B2B CFO® offers strategic planning services and aids in preparing businesses for sale through its proprietary tools and processes, aiming to remove barriers that hinder business success.
🔥 2 minutes ago
🏄 California – Remote
💵 $250 - $350 / hour
⏰ Full Time
🔴 Lead
💸 Financial Planning and Analysis (FP&A)
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51 - 200 employees
Founded 1987
🤝 B2B
💳 Fintech
💼 Consulting
B2B • Fintech • Consulting
B2B CFO® is a professional consulting firm dedicated to enhancing the lives of business owners. The company focuses on improving cash flow, helping companies secure bank loans, and promoting profitable growth. B2B CFO® offers strategic planning services and aids in preparing businesses for sale through its proprietary tools and processes, aiming to remove barriers that hinder business success.
• Build an independent Fractional CFO practice • Consistently find opportunities and win the right clients • Build a client pipeline through proven client acquisition methodologies • Serve 4–8 clients simultaneously • Develop long-term client relationships • Identify opportunities to help long-term clients prepare for and sell their companies • Build opportunities and pipeline independently; clients are not simply assigned
• 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 • FINRA Series 7 and/or Series 79 may be a bonus • Willingness to learn proven methodologies for client acquisition • Willingness to invest in learning client acquisition processes and skills • Ability to build and maintain a client pipeline • This is not W-2 employment and is not a franchise
• Proven training, systems, tools and professional support for building a client pipeline and practice • Professional support in building opportunities and pipeline • Ability to build an independent Fractional CFO practice • Opportunity to serve long-term clients and 4–8 clients simultaneously • Flexibility to “fire” a client and walk away from an engagement • Equal opportunity company that values diversity
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