Partner, Finance (Colorado Residents Only)

Amplēo•Lehi, UT

11d

About The Position

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.

Requirements

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
Applicants must be currently located in Colorado and authorized to work in the United States.

Nice To Haves

CPA, CMA, MBA, or similar professional credential
Prior CFO, fractional CFO, or consulting experience
Experience in professional services, advisory, or consulting environments

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