B2B CFO - Sunnyvale, CA

posted 4 months ago

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

About the position

As a Partner with B2B CFO & B2B EXIT, you will have the unique opportunity to leverage your extensive experience as a Chief Financial Officer (CFO) to guide business owners in the buying and selling of privately held companies. This role is designed for driven and entrepreneurial financial professionals who are looking to build a thriving consulting practice while enjoying the flexibility of working from anywhere in the USA. You will be part of a well-recognized brand with an esteemed reputation, allowing you to tap into a vast network of potential clients and resources. In this position, you will provide a diverse range of strategic business advisory services aimed at helping business owners improve their financial health. Your responsibilities will include advising clients on increasing cash flow, securing bank loans, ensuring sustained profitability, and preparing their businesses for future sales. This role is not just about providing financial advice; it’s about becoming a trusted partner to business owners, helping them navigate the complexities of financial management and business transitions. The ideal candidate will have a proven track record as a CFO or in a similar financial leadership role, with a strong focus on increasing company cash flow and experience in the buying and selling of companies. You will be expected to develop your client base and learn essential skills for finding high-paying clients, all while maintaining control over your career trajectory. This is a unique opportunity to join a dynamic platform that supports seasoned financial professionals in achieving their career goals while making a significant impact on the businesses you serve.

Responsibilities

  • Guide business owners in selling or buying privately held companies.
  • Provide strategic business advisory services to improve cash flow and profitability.
  • Assist clients in securing bank loans and preparing for future sales.
  • Develop and maintain a client base within your local market.
  • Leverage the B2B CFO brand to build a thriving consulting practice.

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.
  • Desire to learn how to find high-paying clients.
  • Interest in managing multiple clients.

Benefits

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