New CFOs in the Last 90 Days

Overview

The CFO controls the budget approval process for every major vendor relationship in the company. New CFOs are the single highest-value executive hire signal for any vendor selling into finance — ERP and financial planning software, audit and advisory services, banking relationships, and financial infrastructure all reset when a CFO changes. This audience captures 4,700+ new CFOs globally in the last 90 days, updated daily from verified job change signals.

What's Included

• Contact Identity: Full name, LinkedIn profile URL, and verified contact information
• New Role Details: CFO title, company name, and exact position start date
• Previous Background: Prior employer and title — valuable for personalization and understanding finance philosophy
• Company Financial Profile: Revenue tier, employee count, and publicly available financial context (public vs. private, PE-backed, VC-backed)
• Industry Classification: For compliance, regulatory, and industry-specific financial context
• Verified Contact Data: Work email and direct phone with confidence scoring

Use Cases

Financial Software and ERP Sales to New CFOs

New CFOs consistently review and often replace financial systems in their first two quarters — ERP platforms, financial planning and analysis tools, close management software, and expense management systems are all on the evaluation list. The 90-day window captures CFOs while they're still in the assessment phase, before incumbent vendors have re-established relationships and before the annual budgeting cycle locks in commitments.

Audit and Advisory Services

Public accounting firms, internal audit consultants, and financial advisory services target new CFOs who are establishing their external advisor relationships. The Big 4 and mid-market advisory firms actively track CFO transitions to re-bid audit engagements and position advisory services before the prior firm re-signs. Filter by company revenue tier to align with your firm's target client size.

Banking and Credit Relationship Development

Commercial bankers, credit officers, and treasury management teams track CFO transitions as a primary trigger for relationship outreach. A new CFO represents an opportunity to re-open banking relationships — credit lines, treasury services, and capital markets relationships all get reviewed when financial leadership changes. Target by company revenue and industry for relationship team assignment.

CFO Peer Community and Advisory Outreach

CFO peer groups, executive networks, and advisory boards actively recruit new CFOs in their first 90 days — before the executive's schedule fills up and while they're actively seeking peer relationships. Filter by company size and industry to match your community's focus and maximize acceptance rates for invitations and introductions.