Fractional CFO with Client Base - Business Opportunity jobs in United States
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Profit Line Advisors · 5 days ago

Fractional CFO with Client Base - Business Opportunity

Profit Line Advisors enables CFOs, CPAs, and benefit professionals to create additional income while delivering significant savings for their clients through the innovative Employer Health Program (EHP). This part-time remote role is for a Fractional CFO with an existing client base, focusing on identifying and presenting the EHP to potential clients.

Financial Services

Responsibilities

Identifying qualified businesses that could benefit from the Employer Health Program (EHP)
Presenting the program to decision-makers

Qualification

Financial PlanningFinancial StatementsFinancial ReportingAnalytical SkillsClient EngagementCFO ExperienceCPA ExperienceFinancial ConsultingCommunication SkillsPresentation Skills

Required

Strong foundation in Financial Planning and Financial Statements preparation
Proficiency in Finance concepts and practices, including Analytical Skills
Experience and competency in Financial Reporting
Ability to identify and engage with business clients
Exceptional communication and presentation skills

Preferred

existing client base preferred
Prior experience as a CFO, CPA, or financial consultant is advantageous

Company

Profit Line Advisors

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Turn Payroll Into Profit. Empower Clients. Earn Residuals.

Funding

Current Stage
Early Stage
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