Key takeaways
- Match the title to company size, or you will search for a role that does not exist.
- Controllers evaluate. CFOs approve.
- Fractional CFOs serve many small companies and are a segment of their own.
Step by step
- Describe the people in one sentence. On Starter and above, search "CFOs and controllers at manufacturing companies with 50 to 500 employees in the Midwest" and BuzzAI reads real titles and company names instead of relying on industry codes. On Free, build the same list with the filters in the table below.
- Use the right titles. CFO, VP of finance, controller, director of finance, head of FP&A, treasurer and finance manager.
- Set the company size. Controller or owner under 50 employees. CFO or VP of finance from 50 to 1,000. CFO plus directors above that.
- Choose the channel. Email with a number in it. Finance leaders respond to specifics and ignore adjectives. Scrub numbers against the National Do-Not-Call Registry and your own do-not-call list before calling or texting.
- Save, reveal and reach out. Save the list, reveal only the people you will contact, and export to a spreadsheet or your CRM. You are not charged when no email or phone exists.
| Filter | What to use |
|---|---|
| Titles | CFO, VP Finance, Controller |
| Seniority | Director and above |
| Size and industry | Your target band and sector |
| Must have | Verified work email |
What to know
Finance leaders are copied into most buying decisions even when they are not the sponsor. Including one in a multi-person list for a larger account shortens the approval step later.
New-in-role executives are especially open to reviewing vendors. Buzzlist flags people who started recently so you can prioritize them.
