Fractional Controller – CFO

SMB Team

Fractional Controller / CFO providing financial oversight and strategic growth advice for law firms. Delivering high-quality financial analysis and management for a diverse client portfolio.

Posted 6/30/2026full-timeRemote • Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $135,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial management for law firms, including financial statement preparation, cash flow management, and budgeting. Proficient in utilizing QuickBooks Online and Excel to deliver accurate financial reporting and strategic advice to law firm partners.

Highest-signal resume keywords

Financial Statement PreparationCash Flow ManagementQuickBooks Online ProAdvisorClient Communication SkillsLaw Firm Financial Metrics

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingBudgetingVariance AnalysisP&L TrendingAR Aging MonitoringFinancial Risk AssessmentExcel ProficiencyCash Flow ForecastingDetail OrientationMulti-Client Management

Soft Skills

Client Relationship ManagementSelf-ManagementTime-Tracking DisciplineProfessionalismCollaboration

Tools & Technologies

QuickBooks OnlineClioLegal Billing Software

Certifications & Qualifications

QBO ProAdvisor Certification

Industry Keywords

Law Firm Financial MetricsUtilizationRealizationBilling CyclesCollections CyclesIOLTA AccountingTrust AccountingSMB Financial OSEOP Framework

About the role

Key responsibilities & impact

Serve as the primary financial point of contact for a portfolio of 10–20 law firm clients — owning the relationship, the monthly cadence, and the quality of every deliverable.
Deliver all financial reporting, cash flow forecasts, budgets, and variance analyses on a consistent monthly basis.
Evaluate the monthly close reviews for each client — validating balance sheet integrity, reviewing P&L trending, monitoring AR aging, and flagging financial risks before they become problems.
Apply the Law Firm Growth Accelerator Model consistently across all client engagements — using its framework to assess performance, advise on staffing decisions, and guide partners toward sustainable growth.
Context-switch efficiently across a diverse client portfolio — moving between personal injury, family law, estate, flat-fee, and hourly billing firms with precision and professionalism.
Collaborate with the bookkeeping team on shared clients — ensuring clean, timely books are delivered as a foundation for CFO-level analysis each month.

Requirements

What you’ll need

5+ years of accounting or finance experience, with strong proficiency in financial statement preparation, cash flow management, and budgeting.
Background in a multi-client environment — public accounting firm, BPO, fractional finance platform, or similar. Must have managed 5+ client files simultaneously.
Advanced proficiency in QuickBooks Online — QBO ProAdvisor certification a strong plus.
Experience with Clio or other legal billing software preferred.
Familiarity with law firm financial metrics: utilization, realization, billing, and collections cycles, IOLTA/trust accounting.
Strong client communication skills — able to present financial data clearly to non-financial law firm owners.
Remote-work experienced with strong self-management and time-tracking discipline.
Must have multi-client experience — candidates with only single-entity backgrounds will not be considered.
Must be willing to operate exclusively within the SMB Financial OS and standardized EOP framework.
Must be detail-oriented with a track record of accurate, timely financial deliverables.
Must have the ability to advise law firm partners on strategy based on financial data.
Must have expert-level skills in Excel and QuickBooks Online.

Benefits

Comp & perks

We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY.
FLEXIBLE VACATION TIME - We encourage you to take time to recharge so you can be your best here at work.
Team member education and learning budget on courses, events and books.
401(k) with a 3% Match.
WFH or come to the office. The choice is yours!