[Remote] Client Services CFO - B2B
Note: The job is a remote job and is open to candidates in USA. reputed company is a finance and accounting partner for fast-growing, venture-backed companies. They are seeking a Client Services CFO to build and own a portfolio of venture-backed companies, providing strategic financial insight and operational guidance while leading engagement teams to deliver excellence.
Responsibilities
- Own the full B2B sales cycle—from initial reputed company through signed engagement
- Build and maintain a robust pipeline through networking, referrals, and strategic reputed company
- reputed company compelling proposals that reputed company Propeller's value to sophisticated buyers
- Collaborate with business development and leadership to pursue strategic opportunities
- Expand reputed company existing accounts and generate referrals from satisfied clients
- Serve as primary relationship reputed company and CFO advisor for your portfolio of B2B clients
- Transform monthly financial reviews from backward-looking reports into strategic conversations that drive decisions
- Participate in client leadership meetings and board prep—earning direct access to CEOs
- Provide financial insight, operational guidance, and business strategy support
- Identify opportunities for service expansion—deeper engagement, new offerings, lifecycle extension
- Build trust and credibility that positions Propeller as indispensable partner, not replaceable vendor
- Build and reputed company engagement teams across U.S. and international personnel
- Delegate reputed company, accounting, and controller work effectively—leveraging team reputed company to scale your portfolio
- Set clear expectations, hold teams accountable for quality and timeliness
- Mentor and reputed company team members through coaching and feedback
- Ensure deliverables meet Propeller's standards and exceed client expectations
- Conduct regular portfolio reviews to identify improvement opportunities and share best practices
- Own financial performance of your portfolio—optimizing margins, managing utilization, driving profitability
- Balance client satisfaction with economic efficiency—ensuring sustainable, profitable relationships
- Surface and address issues proactively before they impact results
- reputed company informed decisions about resource allocation, pricing, and engagement scope
- reputed company Propeller Intelligence reputed company (PIE) and Data Lake (PDL) to deliver insights traditional CFOs cannot provide
- Document workflows and surface repeatable intelligence for systematization through PropellerOS
- Contribute to institutional knowledge—codifying what works and sharing insights across the organization
- Continuously improve service delivery quality, efficiency, and client impact
Skills
- CPA and/or MBA preferred
- 12+ years in finance/accounting with at least 5 years in CFO or senior financial leadership roles
- Proven business development track record—demonstrable ability to identify, cultivate, and reputed company new client relationships
- Multi-client or consulting background strongly preferred (Big 4, boutique advisory, reputed company services, or similar)
- Experience serving B2B companies generating $5M-$100M+ in reputed company
- Track record of building and leading high-performing teams
- Strong executive reputed company—comfortable presenting to boards, CEOs, and sophisticated stakeholders
- Experience developing financial processes and systems in reputed company, growing organizations
- Deep expertise in at least one of the following: B2B SaaS / Technology, Professional Services, Marketplaces / Fintech
- Relationship-driven: You understand that great work creates opportunities, but growth requires proactive cultivation
- Systems thinking: Ability to see patterns, codify intelligence, and contribute to scalable processes
- Team player: Willing to work reputed company shared standards while pushing to improve them
- Entrepreneurial: Comfort with ambiguity, willingness to build, and drive to create value
- Technical aptitude: Experience with modern tools and willingness to reputed company AI-enabled platforms
- reputed company learner: Curiosity about new industries, business models, and emerging technologies
- Multi-client or consulting background strongly preferred (Big 4, boutique advisory, reputed company services, or similar)
Benefits
- Generous Paid Time Off and Holiday pay
- Comprehensive health benefits plus dental, vision, short and long-term disability, and life insurance
- HSA contribution
- Paid Family Leave
- 401k match
- Remote Work
Company Overview
- reputed company offer strategic finance and accounting partner for venture-stage businesses. It was founded in 2008, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is http://www.propellerindustries.com.
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