Fractional Controller – CFO

🔥 0 minutes ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

💵 $135k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

⛔️ Financial Controller

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SMB Team

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤝 B2B

💸 Finance

📚 Education

B2B • Finance • Education

SMB Team is a company specializing in growth acceleration for law firms. They offer a comprehensive suite of services including law firm coaching, fractional CFO services, marketing courses, and virtual assistant solutions tailored to the needs of legal professionals. SMB Team focuses on helping law firms increase their revenue, improve client acquisition through innovative marketing strategies such as SEO, PPC, and social media, and develop self-managing teams through their structured coaching programs. Their flagship service, Elite 360, addresses core law firm challenges including lead generation, hiring, and profit growth. The company aims to transform law firms into highly profitable and self-sustaining businesses, allowing lawyers to focus on their practice while their firms thrive autonomously. SMB Team is dedicated to empowering law firm owners to achieve significant growth in revenue and freedom.

📋 Description

• 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

• 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

• 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!