Fractional CFO (Full Time Role)
SMB Team · Philadelphia, PA · 2 wk ago
Finance$125k–$135k/yrFull-time
Key Responsibilities
- 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
- Pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY.
- Flexible vacation time - encourage you to take time to recharge so you can be your best here at work.
- Education – Team member education and learning budget on courses, events and books.
- Investments – 401(k) with a 3% Match.
- Work style – WFH or come to the office. The choice is yours!