About this role

Build and own a portfolio of venture-backed companies worth $3-5M in annual revenue
Attend leadership meetings and participate in board prep as a trusted advisor
Provide financial insight, operational guidance, and strategic perspective for client decision-making
Build and lead engagement teams across U.S. and international personnel

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 close new client relationships
Multi-client or consulting background strongly preferred (Big 4, boutique advisory, fractional CFO services, or similar)
Experience serving Consumer Products companies generating $5M-$100M+ in revenue
Track record of building and leading high-performing teams
Strong executive presence—comfortable presenting to boards, CEOs, and sophisticated stakeholders
Experience developing financial processes and systems in complex, growing organizations

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
Professional growth opportunities

Client Services CFO – Consumer Products

Key skills