This Role RequiresYou genuinely enjoy business development. You understand that exceptional work creates referrals, but building a portfolio requires proactive cultivation of relationships. If you view sales as beneath you or need someone to hand you clients, this isn't your role.Sales DNA + Financial CredibilityYou walk into boardrooms with credibility, translate financial data into strategic insight, and ask questions that reveal blind spots. You deliver difficult messages with clarity and confidence. You will be measured by both your sales results and your ability to connect those results to meaningful financial outcomes.Executive Presence + Strategic ImpactYou walk into boardrooms and command respect. You translate financial data into strategic insight. You ask questions that reveal blind spots. You deliver difficult messages with clarity and confidence. If you prefer staying behind the spreadsheet or avoid difficult conversations, this isn't your role.Team Player Mentality + Standards DisciplineYou're willing to work within Propeller's standards, technology, and systems—while pushing to improve them. You delegate work to analysts and controllers instead of doing it all yourself. You contribute to collective intelligence instead of hoarding knowledge. If you need complete autonomy or prefer solo practice, this isn't your role.Leadership + Talent DevelopmentYou build teams that execute with excellence. You set clear expectations, delegate effectively, and hold people accountable. You develop talent through coaching and feedback. You celebrate wins and learn from losses. If you avoid personnel decisions or prefer individual contributor work, this isn't your role.Builder Mentality + Portfolio DisciplineYou're energized by building something from the ground up—a portfolio, a team, a reputation. You'll manage multiple client relationships simultaneously, each with different needs and stakeholders. Without systematic thinking and disciplined execution, quality suffers and relationships deteriorate. If you need immediate gratification or prefer maintaining existing operations, this isn't your role.Key ResponsibilitiesBusiness Development & Portfolio GrowthOwn the full Consumer Products sales cycle—from initial outreach through signed engagementBuild and maintain a robust pipeline through networking, referrals, and strategic outreachDevelop compelling proposals that articulate Propeller's value to sophisticated buyersCollaborate with business development and leadership to pursue strategic opportunitiesExpand within existing accounts and generate referrals from satisfied clientsStrategic Advisory & Client ManagementServe as primary relationship owner and CFO advisor for your portfolio of Consumer Products clientsTransform monthly financial reviews from backward-looking reports into strategic conversations that drive decisionsParticipate in client leadership meetings and board prep—earning direct access to CEOsProvide financial insight, operational guidance, and business strategy supportIdentify opportunities for service expansion—deeper engagement, new offerings, lifecycle extensionBuild trust and credibility that positions Propeller as indispensable partner, not replaceable vendorTeam Leadership & Service DeliveryBuild and lead engagement teams across U.S. and international personnelDelegate FP&A, accounting, and controller work effectively—leveraging team capacity to scale your portfolioSet clear expectations, hold teams accountable for quality and timelinessMentor and develop team members through coaching and feedbackEnsure deliverables meet Propeller's standards and exceed client expectationsConduct regular portfolio reviews to identify improvement opportunities and share best practicesPortfolio P&L ManagementOwn financial performance of your portfolio—optimizing margins, managing utilization, driving profitabilityBalance client satisfaction with economic efficiency—ensuring sustainable, profitable relationshipsSurface and address issues proactively before they impact resultsMake informed decisions about resource allocation, pricing, and engagement scopePlatform Intelligence & Continuous ImprovementLeverage Propeller Intelligence Engine (PIE) and Data Lake (PDL) to deliver insights traditional CFOs cannot provideDocument workflows and surface repeatable intelligence for systematization through PropellerOSContribute to institutional knowledge—codifying what works and sharing insights across the organizationContinuously improve service delivery quality, efficiency, and client impactRequired ExperienceMust HavesCPA and/or MBA preferred12+ years in finance/accounting with at least 5 years in CFO or senior financial leadership rolesProven business development track record—demonstrable ability to identify, cultivate, and close new client relationshipsMulti-client or consulting background strongly preferred (Big 4, boutique advisory, fractional CFO services, or similar)Experience serving Consumer Products companies generating $5M-$100M+ in revenueTrack record of building and leading high-performing teamsStrong executive presence—comfortable presenting to boards, CEOs, and sophisticated stakeholdersExperience developing financial processes and systems in complex, growing organizationsIndustry & Technical ExpertiseDeep expertise in at least one of the following:Direct-to-Consumer (DTC) / E-commerce: Customer acquisition cost (CAC), lifetime value (LTV), channel economics, fulfillment and logistics cost management, Shopify/Amazon ecosystem fluencyConsumer Packaged Goods (CPG): Trade spend management, retailer margin structures, inventory management, COGS optimization, promotional ROI analysis, retail partner negotiationsOmnichannel Retail / Brand: Wholesale vs. DTC channel mix, inventory turns, sell-through rates, gross margin management, retail expansion planning, supply chain financeCritical MindsetsRelationship-driven: You understand that great work creates opportunities, but growth requires proactive cultivationSystems thinking: Ability to see patterns, codify intelligence, and contribute to scalable processesTeam player: Willing to work within shared standards while pushing to improve themEntrepreneurial: Comfort with ambiguity, willingness to build, and drive to create valueTechnical aptitude: Experience with modern tools and willingness to leverage AI-enabled platformsContinuous learner: Curiosity about new industries, business models, and emerging technologies
