[Remote] Client Services CFO - B2B
Note: The job is a remote job and is open to candidates in USA. Propeller Industries is a leading financial services firm that partners with high-growth companies to navigate financial complexities. They are seeking a Client Services CFO to manage a portfolio of Consumer Products companies, focusing on business development, strategic advisory, and team leadership within an embedded finance model.
Responsibilities
• Own the full Consumer Products sales cycle from outreach to signed engagement
• Build pipeline through networking, referrals, and strategic outreach
• Develop compelling proposals and expand within existing accounts
• 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, margins, and utilization
• Balance client satisfaction with sustainable profitability
• Leverage PIE and Propeller’s data platform for differentiated insight
• Document workflows and contribute to institutional knowledge
Skills
• 12+ years in finance/accounting, including 5+ years in CFO or senior leadership roles
• Proven Consumer Products business development track record
• Experience building and leading high-performing teams
• Relationship-driven and systems-oriented
• Entrepreneurial and comfortable with ambiguity
• Technically curious, including AI-enabled tools
• CPA and/or MBA preferred
• Multi-client or consulting background strongly preferred
• Experience serving Consumer Products companies with $5M–$100M+ in revenue
• 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)
Benefits
• Generous PTO and holidays
• Comprehensive health/dental/vision
• Disability and life insurance
• HSA contribution
• Paid family leave
• Remote work
• Professional development support
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.
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