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

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!

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

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

Soft Skills

Client Relationship ManagementSelf-ManagementTime-Tracking DisciplineProfessionalismCollaboration

Certifications

QBO ProAdvisor Certification