[Remote] Client Services CFO - B2B

Note: The job is a remote job and is open to candidates in USA. Propeller 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. 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 Skills • 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 • 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 Overview • Propeller Industries offer strategic finance and accounting partner for venture-stage businesses. It was founded in 2008, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is http://www.propellerindustries.com. Apply tot his job Apply To this Job