Chief Financial Officer – B2B EXIT, B2B CFO

B2B CFO®

. Build an independent Fractional CFO practice .

Posted 9/28/2026full-timeRemote • California • United StatesLead💰 $250 - $350 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience as a CFO or senior financial executive, with a strong focus on client acquisition and relationship management. Proven ability to build and maintain a client pipeline while serving multiple clients simultaneously.

Highest-signal resume keywords

CFO ExperienceClient Acquisition MethodologiesClient Relationship ManagementPipeline DevelopmentFINRA Series 7 or Series 79

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial StrategyClient Pipeline ManagementBusiness DevelopmentFinancial AnalysisClient Retention Strategies

Soft Skills

Relationship BuildingCommunicationNegotiationProblem SolvingAdaptability

Certifications & Qualifications

FINRA Series 7FINRA Series 79

Industry Keywords

Fractional CFOPrivately Held CompaniesClient AcquisitionFinancial ExecutiveU.S. Companies

About the role

Key responsibilities & impact

Build an independent Fractional CFO practice
Consistently find opportunities and win the right clients
Build a client pipeline through proven client acquisition methodologies
Serve 4–8 clients simultaneously
Develop long-term client relationships
Identify opportunities to help long-term clients prepare for and sell their companies
Build opportunities and pipeline independently; clients are not simply assigned

Requirements

What you’ll need

Minimum 5 years as a CFO or equivalent senior financial executive with privately held U.S. companies
At least 15 years of professional experience since college graduation
FINRA Series 7 and/or Series 79 may be a bonus
Willingness to learn proven methodologies for client acquisition
Willingness to invest in learning client acquisition processes and skills
Ability to build and maintain a client pipeline
This is not W-2 employment and is not a franchise

Benefits

Comp & perks

Proven training, systems, tools and professional support for building a client pipeline and practice
Professional support in building opportunities and pipeline
Ability to build an independent Fractional CFO practice
Opportunity to serve long-term clients and 4–8 clients simultaneously
Flexibility to “fire” a client and walk away from an engagement
Equal opportunity company that values diversity