Fractional / Freelance CFO – Investor Readiness & Growth Advisory

Business Financial Group (BFG) is a multi-service financial operations platform that provides accounting, payroll, tax, and advisory services to small- and mid-sized businesses. BFG operates a globally optimized delivery model with: • U.S.-based leadership and contract CPAs (advisory & compliance oversight) • India-based accounting, admin, and HR teams (execution & quality control) • Costa Rica–based sales, marketing, client service, and recruiting teams BFG currently generates approximately $350K in annual recurring revenue and is entering a focused growth acceleration phase, including geographic expansion, service-line monetization, and selective capital raising. Role Overview BFG is seeking a Fractional / Freelance CFO to support investor readiness, financial storytelling, and deal structuring during an upcoming growth and fundraising phase. This is not a traditional CFO or controller role. The ideal candidate acts as a strategic financial advisor to the founder, helping translate the business model into investor-grade financial narratives while preserving founder control and long-term value. Key Objectives of the Role The Fractional CFO’s primary mandate is to: • Strengthen financial credibility with investors • Validate and refine growth assumptions • Support deal structure and governance discussions This role does not own day-to-day accounting, bookkeeping, payroll, or tax compliance. Core Responsibilities 1. Investor Readiness & Financial Storytelling (Primary) • Review and pressure-test existing investor pitch materials • Validate revenue model, unit economics, and margin assumptions • Help frame financial metrics investors care about (ARR, revenue per employee, margins, LTV) • Prepare the founder for financial and valuation-related investor questions 2. Financial Modeling (Practical, Not Theoretical) • Develop simple, defensible financial projections (12–36 months) • Align projections with operational realities and hiring plans • Avoid overly complex, VC-style forecasting models 3. Capital Deployment & Use-of-Funds Logic • Sanity-check proposed use of funds ($1M–$2M growth capital) • Ensure capital allocation aligns with growth priorities • Help articulate how capital accelerates scale without increasing risk 4. Deal Structure & Term Sheet Advisory • Review proposed deal structures (equity, preferred equity, staged investments) • Explain implications of terms (liquidation preferences, board rights, returns) • Flag unfavorable or misaligned terms • Support the founder in evaluating competing offers Note: The CFO advises, the founder leads negotiations. What This Role Is NOT • Not a full-time CFO • Not responsible for bookkeeping or accounting operations • Not the primary contact with investors • Not authorized to negotiate deals independently This role is advisory and supportive, not controlling. Requirements Ideal Candidate Profile Required Experience • Experience as a Fractional CFO, CFO Advisor, or Finance Lead • Background working with professional services businesses (accounting, advisory, HR, consulting) • Direct experience supporting capital raises in the $500K–$5M range • Familiarity with family offices, operator-investors, or growth equity (not VC-only) • Comfort with global or offshore delivery models Preferred Characteristics • Founder-friendly, pragmatic mindset • Strong communicator (can explain finance simply) • Comfortable working with early-stage platforms • Disciplined about scope and time • Willing to collaborate closely with the founder Benefits Engagement Structure • Type: Fractional / Contract • Time Commitment: ~5–10 hours per week • Duration: 3–4 months (with possible extension) • Compensation: Market-based hourly or monthly retainer Success Metrics A successful engagement will result in: • Increased investor confidence in financials • Clear, defensible valuation logic • Founder confidence during investor discussions • Improved deal terms and partner alignment How to Apply / Engage Interested candidates should be prepared to: • Describe prior fundraising support experience • Share examples of working with professional services firms • Explain how they balance founder control with investor expectations Final Note BFG is seeking a strategic partner, not a gatekeeper.The right Fractional CFO will amplify the founder’s vision, strengthen financial credibility, and help secure the right growth partner — not just capital. Experience as a Fractional CFO, CFO Advisor, or Finance Lead Apply tot his job