Financial Strategy Executive

1 week ago


Charlotte, North Carolina, United States B2B CFO Partners, LLC Full time

Seeking a Seasoned Financial Executive

Are you a motivated and entrepreneurial financial leader with a track record of assisting business proprietors in enhancing their operations? Do you have a passion for guiding owners through the complexities of acquiring or divesting privately held enterprises? If you are looking for a distinctive opportunity to steer your career while establishing a prosperous consulting venture, B2B CFO Partners, LLC offers a robust platform for experienced financial professionals like you to thrive in strategic business advisory and transaction services for privately held firms.

Why Partner with B2B CFO Partners, LLC?

As a Partner with B2B CFO Partners, LLC, you will leverage the strength of our well-established brand and respected reputation to cultivate your own successful consulting practice. In this capacity, you will deliver a comprehensive array of strategic financial advisory services, empowering business owners to enhance cash flow, secure financing, maintain profitability, and strategically position their businesses for future transactions.

Ideal Candidate Profile:

  1. Proven financial executive with a history of boosting company liquidity
  2. Experience in facilitating the acquisition and sale of businesses
  3. Aspirations to master a crucial skill in the industry – attracting high-value clients
  4. Desire to manage multiple client relationships
  5. Commitment to taking charge of their professional journey

Requirements:

  1. At least 5 years of experience as a financial executive (or equivalent roles such as VP of Finance) in privately held firms within the USA
  2. A minimum of 15 years of professional experience post-college graduation

Bonus Qualifications:

  1. Possession of Series 7 and/or 79 licenses

Please Note:

  1. This is NOT a W-2 financial executive position; we are looking for candidates to become Partners, working remotely within their local markets.
  2. This is NOT a franchise opportunity.

B2B CFO Partners, LLC is an equal opportunity employer and values diversity within our organization. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.



  • Charlotte, North Carolina, United States The Pelora Group Full time

    We are looking for a knowledgeable financial advisor to guide our clients in crafting and executing strategies that align with their aspirations. The ideal candidate will possess a Bachelor's degree in finance or business, a solid history of fostering successful and enduring advisory relationships, along with outstanding communication abilities. Key...


  • Charlotte, North Carolina, United States The Pelora Group Full time

    We are looking for a skilled financial planning consultant to guide our clients in crafting and executing effective strategies to meet their financial aspirations. The successful candidate will possess a Bachelor's degree in finance or business, a solid history of fostering enduring advisory relationships, and outstanding communication abilities. Key...


  • Charlotte, North Carolina, United States Allspring Full time

    Exciting Career Opportunity at AllspringAbout the CompanyAllspring is a distinguished asset management firm recognized for its commitment to innovative investment strategies and delivering positive outcomes for clients. We are currently seeking a highly qualified Senior Finance Business Partner to join our dynamic team.Position OverviewThe Senior Finance...


  • Charlotte, North Carolina, United States OneMain Financial Full time

    Position: Senior Analyst - Credit Card Insights Location: Charlotte, NC OneMain Financial is seeking a Senior Analyst to enhance our Credit Card Insights team in Charlotte, NC. This role presents a unique opportunity to influence substantial business outcomes through the refinement of our credit card acquisition strategies. In this capacity, you will deliver...


  • Charlotte, North Carolina, United States WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a highly experienced professional to lead our retirement planning efforts and drive business growth through innovative strategies and solutions. As a key member of our team, you will be responsible for developing and implementing retirement planning initiatives that enhance organizational knowledge, promote financial...


  • Charlotte, North Carolina, United States CLevelCrossing Full time

    Position Overview:The Vice President of Member Engagement Strategy and Execution will play a pivotal role in enhancing the MyLT membership community, ensuring it effectively contributes to the financial advancement of its members.Key Responsibilities:Champion the MyLT membership community, advocating for its value in fostering financial progress.Develop...


  • Charlotte, North Carolina, United States Truist Financial Full time

    Position Overview:This role is pivotal in ensuring comprehensive oversight within the Payments & Operations sector, acting as the second line of defense to identify, integrate, and assess all risks associated with the Business Unit and its related operations. The individual will provide strategic insights to the Chief Risk Officer, Executive Management, and...


  • Charlotte, North Carolina, United States Hispanic Technology Executive Council Full time

    Company Overview: At Hispanic Technology Executive Council, we are committed to enhancing financial well-being through strategic connections and responsible growth. Our mission is to foster a diverse and inclusive workplace that empowers our employees and supports their overall well-being.Position Summary: The Senior Analyst role is pivotal in shaping and...


  • Charlotte, North Carolina, United States Truist Financial Corporation Full time

    Job Title: Financial Risk Management Analyst ICompany: Truist Financial CorporationTruist Financial Corporation is seeking a dedicated individual to fill the position of Financial Risk Management Analyst I. In this role, you will engage in the development and execution of risk management strategies across various financial products. You will work...


  • Charlotte, North Carolina, United States Regions Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...


  • Charlotte, North Carolina, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Charlotte, North Carolina, United States KPMG-UnitedStates Full time

    About KPMG-UnitedStates:KPMG-UnitedStates is a leading professional services firm that provides audit, tax, and advisory services to clients across various industries. With a strong commitment to excellence and a focus on helping clients succeed, KPMG-UnitedStates offers a dynamic and collaborative work environment for its employees.Job Title: Executive...


  • Charlotte, North Carolina, United States B2B CFO Partners, LLC Full time

    Seeking a Seasoned Financial ExecutiveAre you an ambitious and entrepreneurial financial leader with a track record of assisting business proprietors in enhancing their operations? Do you have a passion for guiding entrepreneurs in the acquisition or divestiture of privately owned enterprises? Are you looking for a distinctive opportunity to steer your...


  • Charlotte, North Carolina, United States Stone Press Financial Group Full time

    Job OverviewStone Press Financial Group is seeking a Senior Financial Consultant to provide expert guidance to clients regarding their financial aspirations and risk profiles. In this role, you will engage with clients to understand their financial situations and recommend tailored financial strategies. A strong background in finance and the necessary...


  • Charlotte, North Carolina, United States REGIONS BANK Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career - a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...


  • Charlotte, North Carolina, United States FORVIS | Executive Search Full time

    Job SummaryWe are seeking an experienced Financial Operations Manager to join our team at FORVIS | Executive Search. As a key member of our accounting team, you will be responsible for overseeing the financial operations of our clients, ensuring accurate and timely financial reporting, and providing strategic guidance to management.Key...


  • Charlotte, North Carolina, United States Stone Press Financial Group Full time

    Job OverviewStone Press Financial Group is seeking a Senior Financial Consultant to provide expert guidance to clients regarding their financial aspirations and risk profiles. In this pivotal role, you will engage with clients to understand their financial landscape and recommend tailored strategies that align with their goals.Our firm values the development...


  • Charlotte, North Carolina, United States Stone Press Financial Group Full time

    Job OverviewStone Press Financial Group is seeking a seasoned Financial Consultant to enhance our client services. In this role, you will engage with clients to assess their financial goals and risk profiles, subsequently recommending tailored financial solutions. A solid understanding of current financial products and necessary licenses is essential for...


  • Charlotte, North Carolina, United States B2B CFO Partners, LLC Full time

    Seeking a Seasoned Financial ExecutiveAre you a motivated and entrepreneurial financial leader with a track record of assisting business owners in enhancing their operations? Do you aspire to guide entrepreneurs in the acquisition or divestiture of privately owned enterprises? Are you looking for a distinctive opportunity to shape your career while...


  • Charlotte, North Carolina, United States Bank of America Full time

    About the RoleWe are seeking a highly skilled Data Steward Executive to join our Global Payments Solutions team at Bank of America. As a key member of our team, you will play a critical role in driving forward our data management goals and building bridges with partner teams across the business, technology, and operations.Key ResponsibilitiesDrive the...