Fractional Controller – CFO

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Act as the main financial liaison for a portfolio of 10–20 law firm clients, managing the relationship, monthly interactions, and ensuring the quality of all deliverables.

• Provide comprehensive financial reporting, cash flow projections, budgets, and variance analyses consistently on a monthly basis.

• Assess the monthly close reviews for each client, confirming balance sheet accuracy, analyzing P&L trends, monitoring accounts receivable aging, and identifying financial risks before they escalate.

• Implement the Law Firm Growth Accelerator Model uniformly across all client engagements, utilizing its framework to evaluate performance, advise on staffing matters, and direct partners towards sustainable growth.

• Transition seamlessly between a diverse client portfolio, including personal injury, family law, estate, flat-fee, and hourly billing firms, with professionalism and precision.

• Partner with the bookkeeping team on shared clients to ensure timely and accurate financial records are provided as a basis for CFO-level analysis each month.

⛳️ Requirements

• Over 5 years of experience in accounting or finance, with a strong command of financial statement preparation, cash flow management, and budgeting.

• Experience in a multi-client setting such as a public accounting firm, BPO, fractional finance platform, or similar, with management of 5+ client files concurrently.

• Advanced skills in QuickBooks Online; QBO ProAdvisor certification is highly advantageous.

• Familiarity with Clio or other legal billing software is preferred.

• Understanding of law firm financial metrics such as utilization, realization, billing and collections cycles, and IOLTA/trust accounting.

• Excellent communication skills, able to articulate financial data clearly to non-financial law firm owners.

• Experience working remotely, demonstrating strong self-management and time-tracking discipline.

• Candidates must possess multi-client experience; those with solely single-entity backgrounds will not be considered.

• Willingness to operate exclusively within the SMB Financial OS and standardized EOP framework is essential.

• Detail-oriented with a proven track record of delivering accurate and timely financial outputs.

• Ability to provide strategic advice to law firm partners based on financial data.

• Expert-level proficiency in Excel and QuickBooks Online is required.

🏝️ Benefits

• We cover 75% of your Medical, Dental, and Vision insurance for YOU and YOUR FAMILY.

• FLEXIBLE VACATION TIME - We encourage you to take time to recharge so you can perform at your best here at work.

• Team member education and learning budget for courses, events, and books.

• 401(k) with a 3% Match.

• Work from Home or come to the office. The choice is yours!