Chief Financial Officer - B2B EXIT & B2B CFO

B2B Cfo Partners - Gilroy, CA

Full-time - Senior

Gilroy, CA

Administrative and Support Services

About the position

B2B CFO & B2B EXIT is seeking an experienced Chief Financial Officer (CFO) who is driven and entrepreneurial, with a strong background in helping business owners improve their operations. This role is designed for those who wish to guide business owners in the buying or selling of privately held companies. As a Partner with B2B CFO & B2B EXIT, you will have the unique opportunity to control your career while building a thriving consulting practice. This position allows you to leverage our well-recognized brand and esteemed reputation to create your own consulting practice focused on strategic business advisory services. In this role, you will provide a diverse range of services aimed at helping business owners increase cash flow, secure bank loans, ensure sustained profitability, and strategically prepare their businesses for future sales. You will be expected to tap into your extensive experience as a CFO to deliver valuable insights and strategies that can significantly impact the financial health of your clients. This is not a traditional W-2 CFO position; instead, we are looking for candidates who are interested in joining our firm as Partners, allowing for flexibility in working from anywhere in the USA within your local market. This is not a franchise opportunity, but rather a chance to be part of a dynamic team that values entrepreneurial spirit and professional growth.

Responsibilities

• Provide strategic business advisory services to business owners.
• Assist clients in increasing cash flow and securing bank loans.
• Guide business owners in preparing their businesses for sale.
• Help clients navigate the buying and selling of privately held companies.
• Develop and maintain relationships with multiple clients.

Requirements

• Minimum of 5 years as a CFO or equivalent (such as financial vice president/VP of finance) in privately held companies within the USA.
• At least 15 years of professional experience since college graduation.

Nice-to-haves

• Possession of Series 7 and/or 79 license.
• Experience in increasing company cash flow.

Benefits

• Flexible working arrangements allowing you to work from anywhere in the USA.
• Opportunity to build a consulting practice under a well-recognized brand.
• Potential for high earnings based on performance and client acquisition.