Fractional CFO (Full-Time W-2 | Remote)

About the role

This role requires direct experience managing 4 or more client relationships simultaneously in a fractional CFO, outsourced CFO, Client Advisory Services (CAS), or multi-client advisory environment.

Responsibilities

• Provide CFO-level financial leadership to a portfolio of approximately 25–30 small law firms.
• Analyze financial statements, KPIs, cash flow, profitability, and business performance.
• Identify financial trends, operational risks, and growth opportunities.
• Deliver monthly financial reviews and strategic recommendations.
• Help business owners understand financial data and turn insights into action.
• Develop budgets, forecasts, and cash flow projections.
• Hold clients accountable to financial goals and performance metrics.
• Partner with bookkeepers to improve financial accuracy and reporting.
• Build long-term trusted advisor relationships with clients.
• Collaborate with internal team members to deliver an exceptional client experience.

Requirements

• Direct experience managing 4 or more concurrent client or business-unit relationships in an advisory, fractional, outsourced CFO, CAS, or multi-entity environment.
• Bachelor's degree in Accounting, Finance, or a related business field.
• Strong accounting and financial management background.
• Ability to translate complex financial information into practical business advice.
• Excellent communication and relationship-building skills.
• High emotional intelligence and executive presence.
• Strong analytical and problem-solving abilities.
• 10+ years of progressive accounting and financial leadership experience.
• Experience supporting businesses with annual revenues ranging from approximately $500K to $30M+.
• Strong background in forecasting, budgeting, cash flow management, financial reporting, and FP&A.
• CPA or CMA designation is a plus but not required.
• Comfortable having difficult financial conversations with confidence, empathy, and professionalism.
• Believes financial leadership is about helping business owners make better decisions—not simply reporting the numbers.
• Thrives in a fast-paced, entrepreneurial environment where every client presents a unique opportunity to create value.

Qualifications

• You have advised multiple small to mid-sized business owners—not just managed one company's finances.
• You enjoy turning financial data into practical business decisions.
• You love building trusted relationships with entrepreneurs.
• You thrive in a fast-paced environment where every day brings different business challenges.
• You want the stability and benefits of a full-time W-2 position while still enjoying the variety of advisory work.
• You take pride in helping business owners become more profitable and financially confident.

Skills

• Confidence in shifting between multiple businesses while providing every client with the level of strategic insight and partnership they expect from a trusted CFO.
• The ability to build long-term trusted advisor relationships with clients.
• The capability to collaborate with internal team members to deliver an exceptional client experience.
• The ability to analyze financial statements, KPIs, cash flow, profitability, and business performance.
• The ability to identify financial trends, operational risks, and growth opportunities.
• The ability to deliver monthly financial reviews and strategic recommendations.
• The ability to develop budgets, forecasts, and cash flow projections.
• The ability to hold clients accountable to financial goals and performance metrics.
• The ability to partner with bookkeepers to improve financial accuracy and reporting.

Benefits

• Medical, dental, and vision insurance (75% employer-paid).
• Company-paid short- and long-term disability insurance.
• 401(k) with company match (up to 3.5%).
• Unlimited PTO.
• Company-wide paid shutdown during Thanksgiving week.
• One additional mandatory paid week off annually.
• Employee Assistance Program (EAP).
• Pet insurance.
• Legal benefits.
• Professional and leadership development programs.
• Fully remote work environment with flexible scheduling.

Pay

$110,000 Base Salary

Schedule

45–50 hours/week