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

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

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.