B2B CFO - Houston, TX

posted 4 months ago

Full-time - Senior
Houston, TX
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 individuals who are not only looking to enhance their careers but also to build a thriving consulting practice. You will be part of a dynamic platform that allows seasoned financial professionals to excel in strategic business advisory services, focusing on improving cash flow, securing bank loans, and ensuring sustained profitability for your clients. In this position, you will provide a diverse range of services that are crucial for business owners preparing for future sales. Your expertise will help them navigate the complexities of financial management and strategic planning, ultimately leading to successful transactions. The role is flexible, allowing you to work from anywhere in the USA, and it is not a W-2 position; instead, you will join as a Partner, giving you control over your career and the potential to create a lucrative consulting practice. B2B CFO & B2B EXIT is well-recognized in the industry, and as a Partner, you will tap into this esteemed reputation to attract clients and grow your business. This is an exciting opportunity for those who are passionate about financial consulting and are eager to take charge of their professional future.

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 relationships with multiple clients to build a consulting practice.
  • Utilize the B2B CFO & B2B EXIT brand to attract and retain 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.
  • Desire to learn how to find high-paying clients.
  • Interest in managing multiple clients simultaneously.

Benefits

  • Flexible work location within your local market.
  • Opportunity to build a personal consulting practice.
  • Access to a well-recognized brand and esteemed reputation.
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