ProCFO Partners · 2 weeks ago
Chief Financial Officer - Fractional/Portfolio
Melville, NY
Contract
Hybrid
Director/ExecutiveProCFO Partners is seeking an experienced CFO based in the Melville, NY area who is interested in joining the next phase of growth at ProCFO Partners. This role involves managing a portfolio of client engagements as a strategic financial leader, applying established frameworks while tailoring approaches to meet specific client needs.
Financial Services
Responsibilities
Serve as the CFO for a portfolio of small to mid-sized business clients, acting as a strategic partner to owners and leadership teams
Lead client engagements, providing financial strategy, forecasting, cash flow management, and performance insights that support sound decision-making
Apply ProCFO Partners’ financial frameworks and tools to deliver consistent, high-quality outcomes within our Service Delivery Standards
Build and maintain trusted client relationships while collaborating with fellow ProCFO CFOs, internal resources, and referral partners
Monthly reporting of outcomes within each client engagement, framing value and impact provided by the ProCFO for clients and continuously evolving financial leadership with clients to retain and grow client relationships
Qualification
Required
Senior-level financial leadership experience, including prior CFO or equivalent roles
Experience partnering directly with business owners and senior leadership teams, with the ability to influence and build trust
Strong understanding of how finance supports business growth and operational decision-making
Large network with excellent presentation and communication skills, with the ability to simplify complex financial concepts
Energetic, motivated, and results-oriented, with a track record of making things happen
Comfort managing multiple client relationships simultaneously
Ability to operate in a dual-facing role that requires clear, consistent communication with both clients and internal ProCFO Partners team members
Self-directed, organized, and accountable, with the discipline required for portfolio-based work
Entrepreneurial mindset with respect for defined processes, frameworks, and oversight
Lifetime learner interested and comfortable in exploring new tools and technologies such as AI
Company
ProCFO Partners
ProCFO Partners are expert financial officers networked across industries, vertical, specializations and situations.
Founded in 2020
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Mike Durney
CFO I Principal
Recent News
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