About Ampleo

Cross-Functional Leadership and Execution to Fuel Growth

We provide the expertise to accelerate your business at every stage and in every function.

Since 1996, Amplēo has helped thousands of businesses grow through on-demand finance leadership, starting with fractional CFOs and outsourced controllers. What began as strategic financial support has evolved into a complete suite of cross-functional services.

Today, Amplēo delivers embedded expertise in finance, HR, marketing, turnaround and restructuring, sales tax, and business valuation. Our professionals integrate directly into your team to provide both strategic insight and hands-on execution, helping you achieve meaningful results faster.

We don’t just advise. We help you move, build, and win.

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