Client Services CFO - B2B

Build a $3-5M Portfolio. Lead 20-40 Companies. Shape the Future of Finance.

This isn't a fractional CFO gig—it's an embedded one. You'll build and own a portfolio of venture-backed companies worth $3-5M in annual revenue, with FP&A leverage, operational infrastructure, and team support that makes managing 20-40 clients not just possible, but profitable. Embedded means two things.

First, you're embedded in your clients: attending leadership meetings, preparing for boards, earning the trust and access that traditional providers never achieve. Second, you're embedded in Propeller: working within our standards, leveraging our technology and data, contributing to a team that has your back and you have theirs. This isn't a job for lone wolves who want to do things their own way.

It's a job for builders who want to be part of something bigger. You'll embed yourself in client leadership teams—not as a vendor, but as the trusted advisor who shapes strategy. And you'll build this like an MD at a professional services firm: maintaining standards, leveraging infrastructure, developing talent, and operating within a system designed to scale.

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

Who We Are

Nearly 17 years ago, we set out to find a better way to help the country's leading startups navigate the financial hazards that follow their first institutional funding. Today, Propeller's 250+ full-time professionals across three continents serve as the embedded finance and accounting partner to some of the most iconic emerging companies in Consumer, Technology, Blockchain, and Business Services. Behind us: 1,300+ clients.

Ahead of us: the transformation of professional services through AI-enabled intelligence. Our embedded teams integrate seamlessly into client operations in multi-year partnerships. We attend weekly leadership meetings, participate in board prep, collaborate on strategic decisions, and have direct access to client CEOs and CFOs.

This embedded positioning creates trust, access, and influence that traditional providers never achieve. With our Financial Operating Platform—combining human judgment, precise accounting, data infrastructure, and AI-enabled insight through our Propeller Intelligence Engine (PIE)—we transform finance from a back-office function into the central nervous system of growth. What Makes This Role Different Most fractional CFOs are solo practitioners—they handle their own business development, do the FP&A work themselves, and are capped by their own bandwidth.

They operate in isolation with their own methods, their own mistakes, their own ceiling. At Propeller, you operate like an MD at a professional services firm: you own client relationships and strategic work while leveraging analysts, controllers, and accounting teams to handle execution. That's how 20-40 clients becomes manageable.

That's how a $3-5M portfolio becomes realistic. But it only works if you're willing to work within a system—consistent standards, shared technology, collective intelligence, and mutual accountability. This role demands excellence in three dimensions: • Rainmaker: You own the full B2B sales cycle—prospecting, pitching, negotiating, closing.

No one hands you clients. You build your book. • Strategic Partner: You serve as CFO-level advisor to sophisticated B2B operators—providing financial insight, operational guidance, and strategic perspective that drives decisions.

• Team Leader: You build and lead engagement teams that deliver excellence—delegating work, developing talent, and ensuring quality that drives retention and referrals. Most CFO roles emphasize one dimension. This role requires all three.

This Role Requires Sales DNA + Financial Credibility You genuinely enjoy business development. You understand that exceptional work creates referrals, but building a portfolio requires proactive cultivation of relationships.