Client Controller, Fractional CFO Services

About CounselFi CounselFi is a Finance as a Service (FaaS) B-Corp helping small businesses across a range of industries with strategic finance advice. We specialize in construction, trades, and growing small businesses, providing bookkeeping, accounting, FP&A, tax, and outsourced CFO advisory, so our clients get a full finance department without building one in-house. We are committed to overhauling the back-office experience for small business owners, putting strategy at the forefront of decision-making. The Opportunity We’re seeking a Client Controller who wants to work directly with business owners and grow into a fractional CFO role. You’ll own the financial picture for a portfolio of clients: making sure the books are right, explaining what the numbers mean, and helping owners make better decisions. This role offers a unique opportunity to work directly with our founder and CEO while making a meaningful impact on growing businesses that need strategic financial guidance. What You’ll Do Review and approve monthly closes prepared by our accounting team, ensuring accuracy and timelinessPrepare and present monthly financial statements and KPI reporting to clientsLead recurring financial review meetings with business owners and serve as their trusted point of contactBuild and maintain budgets, forecasts, and cash flow projectionsSupport job costing, WIP schedules, and percentage-of-completion reporting for construction clientsPrepare financial packages for lenders, including SBA loan applicationsIdentify issues in client financials and recommend practical solutionsCoordinate with the accounting team to keep client deliverables on scheduleGrow into owning client relationships end to end as a fractional CFO What Makes You a Great Fit 4+ years of accounting experience, including controller, assistant controller, or senior accountant work, or public accounting experience with small business clientsStrong command of GAAP, month-end close, and financial statement preparationProficiency in QuickBooks Online and Excel; Sage and Xero experience preferredNatural ability to explain complex financial information clearly to non-accountantsSelf-starter mentality with the ability to manage multiple clients independently while following structured processesGenuine interest in business strategy and helping companies grow Nice to Have Construction accounting experience (job costing, WIP, AIA billing, retainage)CPA or progress toward a CPAExperience with SBA lending or lender reportingQuickBooks ProAdvisor certification or SAGE certification Why You’ll Love This Role Direct Mentorship: Work alongside and learn directly from our President, James Delaney, who brings deep experience scaling companies and building them for sustainable growth.A Clear Path to CFO: This role is built to grow. As you take ownership of client relationships and advisory work, you’ll move into a fractional CFO role leading your own engagementsMeaningful Impact: Help business owners understand their numbers and make decisions that change the trajectory of their companiesVariety: Exposure to a wide range of industries and business modelsPurpose-Driven Work: Join a B-Corp committed to positive business impact Position Details Full-time, on-site in Center City Philadelphia$90,000 base salaryHealth, dental, 401(k), PTOPerformance bonus opportunity; with 401(k), total compensation of up to $100,000 The Pay Range For This Role Is 90,000 - 90,000 USD per year(Philadelphia)