B2B CFO - Salinas, CA

posted 4 months ago

Full-time - Senior
Salinas, CA
Professional, Scientific, and Technical Services

About the position

As a Chief Financial Officer (CFO) with B2B CFO & B2B EXIT, you will play a pivotal role in guiding business owners through the complexities of buying and selling privately held companies. This position is designed for driven and entrepreneurial individuals who are not only experienced in financial leadership but also passionate about helping businesses thrive. You will leverage your expertise to provide strategic business advisory services that enhance cash flow, secure financing, and prepare companies for future sales. This role offers a unique opportunity to build a consulting practice under the umbrella of a well-recognized brand, allowing you to control your career trajectory while making a significant impact on your clients' success. In this position, you will be responsible for a diverse range of services that include advising business owners on financial strategies, improving profitability, and navigating the sale or acquisition of businesses. Your experience as a CFO or in a similar financial leadership role will be crucial as you work closely with clients to understand their needs and develop tailored solutions. You will also have the opportunity to learn essential skills in client acquisition and management, enabling you to grow your client base and enhance your consulting practice. B2B CFO & B2B EXIT is committed to fostering an inclusive environment where diversity is valued. We are looking for candidates who are not only qualified but also share our vision of empowering business owners to achieve their financial goals. This is not a traditional W-2 position; instead, we are seeking partners who are ready to take charge of their careers and work flexibly from their local markets across the USA.

Responsibilities

  • Provide strategic business advisory services to business owners.
  • Guide clients through the buying and selling of privately held companies.
  • Enhance clients' cash flow and profitability.
  • Assist clients in securing bank loans and financing options.
  • Prepare businesses for future sales and transitions.
  • Develop and maintain a diverse client base.

Requirements

  • Minimum of 5 years as a CFO or equivalent (e.g., 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 Series 79 license.
  • Experience in client acquisition and management.

Benefits

  • Flexible working arrangements from anywhere in the USA.
  • Opportunity to build a personal consulting practice under a recognized brand.
  • Potential for high earnings based on client success.
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