Fractional CFO
On-siteCharlotte, North Carolina, United States
Job Summary
Lead privately held companies through strategic advisory, sales preparation, and profitability growth as a self-employed CFO Consultant. Guide business owners on cash flow optimization, bank loan acquisition, and value enhancement while managing multiple clients simultaneously. Requires minimum five years as a CFO or equivalent financial vice president within the USA, plus fifteen years of total professional experience. Candidates must desire specialized training to access our proven client acquisition processes and operate as partners working from anywhere in the local market. This role offers a unique career transition path for seasoned financial professionals seeking control over their practice and revenue.
Required Qualifications
- Minimum of 5 years as a CFO (or equivalent, such as financial vice president/VP of finance) in privately held companies within the USA
- At least 15 years of professional experience since college graduation
Desired Qualifications
- A passion to serve owners of privately held companies
- Desires to receive specialized training prior to beginning to find clients
- Experienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell
- A desire to learn proven processes to find great paying clients
- Wants to learn how to serve multiple clients simultaneously
- A strong passion to be in control of their future
- A FINRA Series 7 and/or 79
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