Build a $3-5M Portfolio
Lead 20-40 Companies
Shape the Future of Finance
Own the full B2B sales cycle—from initial outreach through signed engagement
Build and maintain a robust pipeline through networking, referrals, and strategic outreach
Develop compelling proposals that articulate Propeller's value to sophisticated buyers
Collaborate with business development and leadership to pursue strategic opportunities
Expand within existing accounts and generate referrals from satisfied clients
Serve as primary relationship owner 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
Build and lead engagement teams across U.S. and international personnel
Own financial performance of your portfolio—optimizing margins, managing utilization, driving profitability

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 B2B 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 – B2B

Key skills