FOUNDATION
  • Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
HEALTH
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
GROWTH
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
VALUE
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple
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JOIN OUR TEAM

Become a Sherpa

Join the most experienced network of financial executives in the country, and guide entrepreneurs on their journey.

Join our team

Are you a successful business leader who is looking for something more?  Does freedom from the corporate world, control over your schedule, or work-life balance appeal to you? If you are someone who is seeking a non-traditional next chapter, FocusCFO may be the exact opportunity you are looking for.

Make an impact

HubSpot Video

Roles at Focus CFO

Join our team of Sherpas

The secret to success in business (and in life) is surrounding yourself with good people. At FocusCFO, we have built a large and growing network of seasoned financial and business professionals across the country committed to guiding owners and entrepreneurs on their path to success. Due to strong growth, we are actively seeking additional team members - CFOs and Area Presidents – across the country, both in existing markets and expanding into new regions.

become-sherpa

What is a Sherpa Team?

CFOs and Area Presidents work closely with one another, as a ‘Sherpa Team’, guiding clients on the path to success. Area Presidents work as business development leaders, with a passion for networking and building community. They also serve as strategic relationship managers who match the right CFO with each client. CFOs are the primary service delivery and relationship professional, ‘on-the-ground’ with clients each week, embedded into their leadership teams,  guiding them on the climb to value. 

The roles at FocusCFO - make an impact, on your time 

At FocusCFO, we give seasoned financial executives, business owners, and business leaders who are seeking their next chapter the opportunity to make a profound impact on small & mid-sized businesses climbing the mountain of success. They need strategies, guidance and support - that's why they need you.

Our 130+ team members all share these attributes:

  • Love what we do – are passionate about helping entrepreneurs and can relate to them.
  • Firmly believe in and embody our core values.
  • Have a local network and a story to tell – credibility within their local market.

Fractional CFOs

Are you ready to chart the next chapter in your professional life? Have you reached a point in your career where you’ve achieved success and want more? If you’re a strategic finance professional with the ability to step into a company and immediately start guiding its financial journey, a position as a fractional CFO can benefit your career.

Consider a role as a fractional CFO with FocusCFO. We offer seasoned financial executives the opportunity to guide owners of small & mid-sized businesses on their climb to success - on your own time. 

CFOs at FocusCFO are locally based, part of a regional team that is led by a full time entrepreneurial business development person (Area President). We have a strong client acquisition process and do not send you out to find clients on your own.

CFOs tend to work on a long-term, recurring basis with a set of small and medium-sized enterprises. You have the flexibility to set your own schedule and the resultant number of clients you work with: most client work is local and onsite, though a growing percentage have a remote component. Overnight travel is not required. Short-term project or interim work is not what we seek.

Being part of FocusCFO is a nontraditional opportunity. If you are at the right place in your career, it is exactly what you are looking for. 

  • 25+ years of financial and operational experience, with 10+ years as a CFO.
  • Strong business acumen with extensive experience in strategic planning and support.
  • Track record of excellence, achievement and entrepreneurial drive.
  • Passion for working for business owners and respect for the entrepreneur.
  • Desire to work directly with business owners, with a passion for making a real difference
  • You must have a strong understanding of how a CFO works with business owners, how to work in entrepreneurial environments, and how business really works.

Qualities of successful fractional CFOs:

  • Want to make a difference in the lives of small and medium-size businesses.
  • Are willing to invest in their own self-improvement, learn new skills and be coached.
  • Are a team player willing to follow the FocusCFO® process.
  • Are a great listener who seeks first to understand and asks great questions.
  • Are an experienced teacher and guide.
  • Want the ability to manage their own schedule, balancing personal and family responsibilities, ideal for those looking for part-time fractional CFO jobs or remote fractional CFO jobs.Desire to be part of a 100% collaborative, team-oriented environment

How we operate:

  • CFOs are compensated based on services provided to clients.
  • We operate using a franchise model, where you sign a Franchise Agreement and pay a reasonable franchise fee to join the FocusCFO team. This helps evidence your commitment to the FocusCFO culture/operating model, and provides you access to our training, resource center, ongoing best practices sessions, and companywide resources.
  • Successful candidates have a degree of financial security providing them the flexibility appropriate for this nontraditional role.

Area Presidents

Running a business is hard. You know because you've been there. You've experienced the highs and the lows, and now you're ready to help others who are charting a similar path.

This role is right for you if you have an entrepreneurial spirit and a passion for building a network of collaborative relationships with local service providers and community leaders. Area Presidents work with a local team of CFOs to support a client base of small and medium-sized businesses in their geographic area. You have experience as a business owner, successfully managing and exiting your business, or as a C-Level professional whose career shows a dedication to supporting entrepreneurial business owners throughout their career.

Area Presidents are naturally entrepreneurial and are connected to a strong network of local referral partners including bankers, business coaches, wealth and estate planners, insurance advisors, accountants and bookkeepers, and other fractional executives.

Those who are a good fit will recognize it immediately. This is not a traditional W2 opportunity, so those with a W2 mentality or a lack of entrepreneurial drive and spirit should not inquire.

Qualities of successful Area Presidents

  • Want to leave a legacy and help others be successful by working with entrepreneurs and help them succeed
  • Wired for networking, especially with other trusted advisors and leaders in your local business community
  • Are willing to invest in their own self-improvement, learn new skills and be coached.
  • Are a team player willing to follow the FocusCFO® process.
  • Are a great listener who seeks first to understand and asks great questions.
  • Desire to be part of a 100% collaborative, team-oriented environment.
  • You must have a strong understanding of how a CFO works with business owners, how to work in entrepreneurial environments, and how business really works.

Experience required:

  • 20+ years of business experience with a desire to work for at least 5-7 more years
  • Either a successful entrepreneur who has managed and exited their business or a successful professional who has supported entrepreneurial business owners throughout their career
  • Strong business acumen with extensive experience in strategic planning and support.
  • Track record of excellence, achievement, and entrepreneurial drive.
  • Passion for working for business owners and respect for the entrepreneur.
  • Desire to work directly with business owners, with a passion for making a real difference
  • Collaborative and able to work closely with CFOs - provide CFO leadership and work together to strategize for client success

How we operate:

  • Area Presidents are compensated based on CFO services provided to clients and have the opportunity to build a recurring book of business with transferable value.
  • We operate using a franchise model, where you sign a Franchise Agreement and pay a reasonable franchise fee to join the FocusCFO team. This helps evidence your commitment to the FocusCFO culture/operating model, and provides you access to our training, resource center, ongoing best practices sessions, and companywide resources.
  • Successful candidates have a degree of financial security providing them the flexibility appropriate for this nontraditional role and the runway needed as they build a book of business.

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At FocusCFO, we collaborate, exchange best practices, and share insights to create the best possible outcomes for our clients. The result is impact, amplified.

Why join FocusCFO?

CHART YOUR NEXT CHAPTER

Freedom and control over your schedule.

An opportunity to build and grow your own business.

Work closely with business owners who value your insights

Join a winning team in one of the country’s leading Fractional CFO firms

Amplify your impact in the community

Broaden your horizons with a diverse client roster

Become Part of a Collaborative, Cross-Country Network of Financial Experts

At FocusCFO, we offer seasoned financial executives, entrepreneurs and business leaders the opportunity to guide business owners on their path to success—on your time. You will have freedom and control over your schedule, allowing you to balance professional, family, and personal interests. 

Our business model allows you to take control of the next chapter in your career as you grow your own business: balance both business development and client delivery, depending on your individual skill set. You’ll have the opportunity to work with a diverse client roster - an open invitation to personal and professional development. 

And best of all? You’ll do it all while amplifying the impact in your community and working with closely held business owners who value your experience and insights. 

You must have a strong understanding of how a CFO works with business owners, how to work in entrepreneurial environments, and how business really works.

We support and invest in your success

Playbook - Our Proven Process

You don’t need us to teach you how to be a CFO or a successful business development professional - you are already one!

We DO teach and support you on a successful journey of providing Fractional CFO services. We provide an established execution methodology and best practices for developing your market for fractional CFO services. 

Continuous Learning

Continuous learning is one of our Core Values and a cornerstone of our company culture. We invest heavily in you, with both external and internal formal training. 

In addition, join your peers for regular weekly-monthly-quarterly events including best practice seminars, guest speakers, book clubs, industry deep dives, and company-wide in-person meetings.

Mentors

Coachable is one of our Core Values. All new associates are paired with an experienced teammate to help you in your development, as a coach and sounding board.

CFOs and Area Presidents also get the benefit of insight and perspective from their fellow associates across the country — a pool of resources to draw on when needed.

Support every step of the way

Your success is our success. That’s why we include a robust package of assets to support your journey. This includes corporate and marketing support, a combination of external and internal training, and a full IT package.

Spend more time making an impact with your clients, and less time solving administrative hurdles

VALUES
OUR CORE VALUES

We are passionate about helping entrepreneurs acheive their business & financial goals

Passionate

  • Make an impact
  • Success driven
  • Respect the entrepreneur

Continuous Learner

  • Invests in self-improvement
  • Always reading
  • Expands horizons

Coachable

  • Team Player
  • Follows proven process
  • Confidently humble

Excellent Communicator

  • Seeks first to understand
  • Asks great questions
  • Actively listens

Sherpa

  • Experienced teacher and guide
  • Shares best practices
  • Influencer

Hear what our team of Sherpas have to say about working with FocusCFO

Joining FocusCFO

Why FocusCFO?

What is FocusCFO?

Jeff Lacy

Area President
"If you've got passion and are at a stage in your life where you want to give back, this is the perfect place for it."

Jeff Lacy

Area President

Jeff Semple

Area President
"We can make a significant impact in the small business community by helping them monetize all the hard work that they've put in."

Jeff Semple

Area President

Skip Vermilya

CFO
"I was not at the point in my career where I wanted to retire. I had a lot of energy left and enjoy working with small businesses. FocusCFO gave me a chance to use the skills that I had gained over the years."

Skip Vermilya

CFO

David Bourke

CFO
"I was looking for something that was purpose-driven and where I could continue to develop as a person and have continuous learning."

David Bourke

CFO

Brad Martyn

Founder / Visionary
"The passion that we bring to the table is really what sets us apart: passion for the entrepreneur, passion for the small business, passion for giving those individuals the tools they need to run their business successfully."

Brad Martyn

Founder / Visionary

Michael Stier

Area President
"In seeking my next chapter following the sale of my business, FocusCFO checked many of the boxes I was looking for. I wanted to work with owners across many industries vs. my prior single vertical focus. As a former founder myself, I was quite impressed how clear and established their mission, culture and processes were. And to seal the deal, I truly liked every person I met at FocusCFO."

Michael Stier

Area President

Bob Palmerton

CFO
“Too bad I didn’t know about FocusCFO sooner in my career! Each day I am eager to get started and help business owners succeed and grow. I enjoy the variety of industries, clients, owners, and their challenges and opportunities. I’m having fun. Brad, thanks for founding a great company!”

Bob Palmerton

CFO
CHART YOUR NEXT CHAPTER

Begin the discovery process

WHERE WE SERVE
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We are committed to continuing to expand our reach across the United States

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250+
CLIENTS
ACROSS
10+
STATES
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