Chief Financial Officer - B2B EXIT & B2B CFO

B2B CFO - McAllen, TX

Full-time - Senior

McAllen, TX

Professional, Scientific, and Technical Services

About the position

As a Partner 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 experienced CFOs who are entrepreneurial and driven, with a strong desire to help business owners improve their operations and financial health. You will leverage your expertise to provide strategic business advisory services that enhance cash flow, secure financing, and prepare businesses for future sales. This role offers the unique opportunity to build your own consulting practice while benefiting from the support of a well-recognized brand and esteemed reputation in the industry. In this position, you will be responsible for a diverse range of services that include advising on financial strategies, operational improvements, and exit planning. Your experience in increasing company cash flow and your involvement in the buying and selling of companies will be crucial as you work closely with clients to achieve their business goals. You will also have the opportunity to learn essential skills in client acquisition and management, allowing you to expand your client base and enhance your consulting practice. This is not a traditional W-2 CFO role; instead, you will join B2B CFO & B2B EXIT as a Partner, allowing you the flexibility to work from anywhere in the USA while focusing on your local market. This position is ideal for those who are looking to take control of their career and build a thriving consulting practice in a supportive environment.

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 manage a diverse client portfolio within your local market.
• Leverage the B2B CFO brand to build and grow your 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 a Series 7 and/or 79 license.
• Experience in client acquisition and management.

Benefits

• Flexible work location within your local market.
• Opportunity to build a personal consulting practice.
• Support from a well-recognized brand in the industry.