Partner, Finance (Colorado Residents Only)

Position Summary

The Partner, Finance is a senior-level finance professional responsible for driving business development, strengthening client relationships, and delivering high-impact financial advisory services. This role serves as a strategic advisor to clients while contributing to revenue growth, cross-functional collaboration, and the continued development of the company’s finance practice.

The Partner, Finance combines executive-level financial expertise with business development leadership to expand market presence, support client success, and contribute to the growth of the organization.

This is a performance-driven role for a finance executive who thrives in growth environments and is motivated by building and scaling a book of business.

Key Responsibilities

• Identify, pursue, and close new client engagements within target industries and markets
• Build and manage a consistent pipeline of qualified prospects
• Develop referral networks and strategic partnerships
• Represent Amplēo at networking events, industry forums, and business development meetings
• Collaborate with marketing and internal teams to support lead generation initiatives
• Cross-sell services across business units to increase total client value
• Maintain accountability for revenue targets and growth objectives
• Ensure financial integrity through oversight of financial reporting, budgeting, cash flow management, and risk mitigation while maintaining compliance with accounting standards and regulations.
• Serve as a trusted financial advisor to clients and internal stakeholders, translating financial data into actionable insights that improve profitability, operational performance, and strategic planning.
• Provide strategic financial guidance to leadership and clients by developing financial strategies, forecasting growth scenarios, and advising on key business decisions that drive long-term value.
• Assess client needs and recommend appropriate fractional CFO or finance services
• Strengthen client retention through proactive engagement and measurable results
• Identify account expansion opportunities and renewal strategies
• Provide strategic oversight and mentorship to finance consultants as needed
• Contribute to the development of finance service offerings and go-to-market strategy
• Support the finance practice in scaling capabilities and market positioning

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or related field (or equivalent professional experience).
• 8+ years of progressive experience in FP&A, corporate finance, consulting, or executive financial leadership roles.
• Experience in cybersecurity, Quantum, robotics, deep-tech, and similar
• Demonstrated success in business development and closing professional services engagements
• Strong executive presence and consultative selling ability
• Ability to build relationships with C-suite leaders and business owners
• Experience owning or growing a book of business preferred
• Excellent communication, negotiation, and presentation skills
• Strong financial acumen and ability to assess business performance quickly
• Preferred:
  ● CPA, CMA, MBA, or similar professional credential
  ● Prior CFO, fractional CFO, or consulting experience
  ● Experience in professional services, advisory, or consulting environments
• Applicants must be currently located in Colorado and authorized to work in the United States.

Benefits

• Flexible PTO
• Medical, dental, and vision insurance with FSA options
• Company-paid life insurance
• Paid parental leave
• 401(k) with company match
• Professional development opportunities
• 12 paid holidays off