Propeller Industries · 8 hours ago
Client Services CFO - B2B
United States
Full-time
Remote
Senior Level, Lead/Staff
$270K/yr - $300K/yr
12+ years expPropeller Industries 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.
AccountingConsultingFinanceFinancial Services
Responsibilities
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
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 lead engagement teams across U.S. and international personnel
Delegate FP&A, accounting, and controller work effectively—leveraging team capacity to scale your portfolio
Set clear expectations, hold teams accountable for quality and timeliness
Mentor and develop 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
Make informed decisions about resource allocation, pricing, and engagement scope
Leverage Propeller Intelligence Engine (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
Qualification
Required
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
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 within 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 leverage AI-enabled platforms
Continuous learner: Curiosity about new industries, business models, and emerging technologies
Preferred
Multi-client or consulting background strongly preferred (Big 4, boutique advisory, fractional CFO 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
Propeller Industries
Propeller Industries offer strategic finance and accounting partner for venture-stage businesses.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Newlight Partners
2020-08-20Private Equity
Leadership Team
Amanda Morgenstern
Chief Financial Officer
Anthony Rosen
CFO
Company data provided by crunchbase