Fractional / Freelance CFO - Investor Readiness & Growth Advisory
Business Financial Group, Peachtree Corners, Georgia, United States
Job Description
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.
Skill Set Fractional CFO Advisory Investor Readiness & Financial Storytelling Fundraising Support ($500K-$5M) Financial Modeling & Forecasting (12-36 months) Revenue Model & Unit Economics Analysis Use-of-Funds & Capital Allocation Planning Valuation Logic & Assumption Validation Term Sheet & Deal Structure Advisory Professional Services Business Models Founder Advisory & Strategic Finance Investor Pitch Review & Metrics Framing (ARR, LTV, Margins) Global / Offshore Delivery Model Understanding
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.
Skill Set Fractional CFO Advisory Investor Readiness & Financial Storytelling Fundraising Support ($500K-$5M) Financial Modeling & Forecasting (12-36 months) Revenue Model & Unit Economics Analysis Use-of-Funds & Capital Allocation Planning Valuation Logic & Assumption Validation Term Sheet & Deal Structure Advisory Professional Services Business Models Founder Advisory & Strategic Finance Investor Pitch Review & Metrics Framing (ARR, LTV, Margins) Global / Offshore Delivery Model Understanding