Client Services CFO - Consumer Products

Propeller Industries; United States; On-site; USD 240,000 - 300,000; Full time

Benefits offered by this job

Generous PTO

Health/Dental/Vision

Disability & Life Insurance

HSA contributions

Paid family leave

Remote work

Professional development support

Job summary

Propeller Industries is seeking an embedded CFO for a portfolio of venture-backed B2B companies. This remote-flexible role involves owning client relationships, strategy, and the delivery engine while leveraging Propeller’s system to scale across 20-40 clients generating $3-5M annually.

You’ll lead strategic discussions, board prep, and cross-functional teams, building a durable advisory practice with a focus on profitability and growth.

Qualifications

• CPA and/or MBA preferred.
• 12+ years in finance/accounting, including 5+ years in CFO or senior leadership roles.
• Multi-client or consulting background strongly preferred.
• Experience serving B2B companies with $5M-$100M+ in revenue.
• Experience building and leading high-performing teams.

Responsibilities

• Own the full CFO advisory relationship and portfolio strategy.
• Lead strategic financial discussions and board prep.
• Identify opportunities for deeper engagement and service expansion.
• Build and lead U.S. and international engagement teams.
• Delegate FP&A, accounting, and controller work effectively.
• Ensure quality, timeliness, and continuous improvement.
• Own portfolio financial performance and profitability.
• Optimize margins, utilization, and resource allocation.
• Leverage Propeller’s data platform for differentiated insights.
• Document workflows and contribute to institutional knowledge.

Job description

You’ll build and own a portfolio of venture-backed B2B companies generating $3-5M in annual revenue, supported by FP&A leverage, operational infrastructure, and strong delivery teams. This model makes managing 20-40 clients not just possible, but profitable.

What Embedded Means

First, you’re embedded with clients: attending leadership meetings, supporting board prep, and earning trust and access that traditional providers never achieve. Second, you’re embedded at Propeller: operating within shared standards, technology, and data—contributing to a team that has your back. This is a role for builders who want to be part of something bigger, not lone wolves.

You’ll act like an MD at a professional services firm—owning relationships and strategy while leveraging teams and systems designed to scale.

This is an equity-track role for someone ready to build something that compounds. It’s foundational work—and it’s the future.

Who We Are

Founded nearly 17 years ago, Propeller helps high-growth companies navigate the financial challenges that follow institutional funding. Today, 250+ professionals across three continents serve as the embedded finance and accounting partner to 1,300+ clients across Consumer, Technology, Blockchain, and Business Services.

Our teams integrate deeply into client operations through multi-year partnerships—joining leadership meetings, supporting board prep, and advising CEOs and CFOs. With our Financial Operating Platform—combining expert judgment, precise accounting, data infrastructure, and AI-enabled insights through the Propeller Intelligence Engine (PIE)—we transform finance into a strategic growth function.

What Makes This Role Different

Most fractional CFOs operate solo and are capped by their own bandwidth. At Propeller, you own client relationships and strategic advisory work while leveraging analysts, controllers, and accounting teams for execution. That’s how a 20-40 client portfolio and $3-5M in annual revenue becomes realistic—within a shared system of standards, technology, and accountability.

What This Role Requires

You enjoy business development and proactively build relationships. Exceptional delivery matters—but growth requires intentional sales effort.

Executive Presence + Strategic Impact

You command respect in boardrooms, communicate clearly, and deliver hard messages with confidence.

Team-Oriented, Standards-Driven Leadership

You work within shared systems, delegate instead of doing everything yourself, and contribute to collective intelligence.

Builder Mentality

You’re energized by building portfolios, teams, and reputation—balancing multiple clients with disciplined execution.

Key Responsibilities

• Own the full B2B sales cycle from outreach to signed engagement
• Build pipeline through networking, referrals, and strategic outreach
• Develop compelling proposals and expand within existing accounts

Strategic Advisory & Client Management

• Serve as primary CFO advisor and relationship owner
• Lead strategic financial discussions and board prep
• Identify opportunities for deeper engagement and service expansion
• Build and lead U.S. and international engagement teams
• Delegate FP&A, accounting, and controller work effectively
• Ensure quality, timeliness, and continuous improvement
• Own portfolio financial performance and profitability
• Optimize margins, utilization, and resource allocation
• Leverage PIE and Propeller’s data platform for differentiated insight
• Document workflows and contribute to institutional knowledge

Required Experience

Must Haves

• CPA and/or MBA preferred
• 12+ years in finance/accounting, including 5+ years in CFO or senior leadership roles
• Multi-client or consulting background strongly preferred
• Experience serving B2B companies with $5M-$100M+ in revenue
• Experience building and leading high-performing teams

Industry Expertise (one or more)

• DTC / E-commerce (CAC, LTV, channel economics, fulfillment, Shopify/Amazon)
• CPG (trade spend, inventory, COGS, promotions, retail margins)
• Omnichannel / Brand (DTC vs. wholesale mix, inventory turns, margin management)

Mindsets

• Relationship-driven and systems-oriented
• Entrepreneurial and comfortable with ambiguity
• Technically curious, including AI-enabled tools

Job Title: CFO, Consumer Products Practice

Reports To: Managing Director

Location: Remote-flexible with occasional travel

Compensation: $240,000-$300,000 base plus bonus, benefits, and 401(k) match

Benefits

• Generous PTO and holidays
• comprehensive health/dental/vision
• disability and life insurance
• HSA contribution
• paid family leave
• remote work
• professional development support

DEI Statement

Propeller Industries is an equal opportunity employer committed to building a diverse, inclusive workplace. We encourage candidates of all backgrounds to apply if they share our passion for helping entrepreneurs build great companies.