Partner, Finance

Amplēo; Portland (OR); On-site; USD 125,000 - 350,000; Full time

Job summary

Amplēo is seeking a high-impact Partner, Finance to lead the growth of its finance practice across targeted markets. You will open new engagements, build a trusted advisory relationship with executives, and guide cross-functional teams to deliver value for clients.

The role focuses on developing a vertical with deep industry credibility and driving long-term growth within a platform enabling fractional CFO and advisory services. Strong local networks and US work authorization are required.

Qualifications

• Bachelor's degree in Finance, Accounting, Business or related field, or equivalent experience.
• 8+ years of progressive experience in finance, consulting, business advisory, or executive leadership.
• Proven success in business development, sales, or client acquisition within professional services.
• Strong executive presence and ability to build credibility with owners, executives, and board members.
• Demonstrated ability to build and maintain strategic business relationships; excellent communication and negotiation skills.

Responsibilities

• Identify, develop, and close new finance and advisory engagements.
• Build and grow a specialized industry practice based on personal expertise and market credibility.
• Develop referral partnerships and strategic relationships that generate recurring opportunities.
• Serve as the executive relationship owner for client accounts.
• Provide high-level financial guidance while collaborating with delivery teams for execution.
• Identify opportunities to expand client relationships with Amplēo services.
• Represent Amplēo at industry events and business development activities.
• Collaborate with internal teams to support revenue growth and client success.
• Contribute market insights to service development, pricing, and go-to-market strategies.
• Maintain accountability for revenue goals, pipeline development, and client retention.

Skills

Finance acumen

Executive presence

Business development

Client acquisition

Strategic relationships

Education

Bachelor's degree in Finance, Accounting, Business

Job description

About the Role: Partner, Finance

The Partner, Finance is a senior business development leader responsible for building and growing Amplēo's finance practice within their area of industry and domain expertise. This role is the face of Amplēo in the market — opening doors, closing engagements, cultivating a reputation as the go-to finance advisor in their niche, and ensuring every client experiences the full value of our cross-functional platform.

This is primarily a sales and client-leadership role. Our fractional CFOs and consultants own the day-to-day delivery. The Partner, Finance brings the business in, may step in as a high-level strategic advisor on select engagements, and drives long-term growth across the book.

Partners are expected to develop a vertical — whether that's cybersecurity, quantum, robotics, deep-tech, SaaS, manufacturing, or another sector where they have deep credibility — and build Amplēo's brand and footprint in that space.

This is a performance-driven role for a finance executive who thrives in growth environments and is motivated by building something of their own inside a platform that supports them.

This opportunity is open to candidates residing in or actively serving the Orange County, CA; LA, California; San Francisco, CA; Austin, TX; Dallas, TX; Denver, CO, Charlotte, NC; Nashville, TN; Atlanta, GA; Phoenix, AZ; Seattle, WA; and Boise, ID markets. Candidates should possess strong local business networks and a demonstrated ability to develop executive-level relationships within their region and industry sector.

Base salary of $125,000, plus uncapped commission and incentive compensation. Total on-target earnings for candidates hitting plan are estimated at $250,000–$350,000+, with meaningful upside for top performers.

What You'll Own

• Identify, develop, and close new finance and advisory engagements.
• Build and grow a specialized industry practice based on personal expertise and market credibility.
• Develop referral partnerships and strategic relationships that generate recurring business opportunities.
• Serve as the executive relationship owner for client accounts.
• Provide high-level financial and strategic guidance while collaborating with delivery teams responsible for day-to-day execution.
• Identify opportunities to expand client relationships through additional Amplēo service offerings.
• Represent Amplēo at industry events, networking functions, and business development activities.
• Collaborate with internal teams to support revenue growth and client success.
• Contribute market insights to support service development, pricing, and go-to-market strategies.
• Maintain accountability for revenue goals, pipeline development, and client retention.

Requirements

• Bachelor's degree in Finance, Accounting, Business, or a related field, or equivalent professional experience.
• 8+ years of progressive experience in finance, consulting, business advisory, or executive leadership.
• Demonstrated success in business development, sales, or client acquisition within professional services environments.
• Strong executive presence and ability to build credibility with business owners, executives, and board members.
• Proven experience developing and maintaining strategic business relationships. Exceptional communication, negotiation, and presentation skills.
• Strong financial acumen with the ability to assess business challenges and recommend strategic solutions.
• Must currently reside in or actively serve one of the following markets: Orange County, CA; Austin, TX; Dallas, TX; Denver, CO; or Boise, ID.
• Demonstrated ability to build and leverage a professional network within the local business community.
• Must be authorized to work in the United States.

About Amplēo

Cross-Functional Leadership and Execution to Fuel Growth

We provide the expertise to accelerate your business at every stage and in every function.

Since 1996, Amplēo has helped thousands of businesses grow through on-demand finance leadership, starting with fractional CFOs and outsourced controllers. What began as strategic financial support has evolved into a complete suite of cross-functional services.

Today, Amplēo delivers embedded expertise in finance, HR, marketing, turnaround and restructuring, sales tax, and business valuation. Our professionals integrate directly into your team to provide both strategic insight and hands‑on execution, helping you achieve meaningful results faster.

We don't just advise. We help you move, build, and win.