Fractional Controller / CFO Full Time NEW

To serve as the embedded financial strategist for a portfolio of 10–20 law firm clients — delivering CFO-level analysis, cash flow management, and strategic financial guidance through the SMB Financial OS and the Law Firm Growth Accelerator Model. Every client receives a consistent, high-quality experience regardless of which FCFO serves them.

1. 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.
2. Deliver all financial reporting, cash flow forecasts, budgets, and variance analyses on a consistent monthly basis
3. 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.
4. 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.
5. 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.
6. Collaborate with the bookkeeping team on shared clients — ensuring clean, timely books are delivered as a foundation for CFO-level analysis each month.

Qualifications:

1. 5+ years of accounting or finance experience, with strong proficiency in financial statement preparation, cash flow management, and budgeting.
2. Background in a multi-client environment — public accounting firm, BPO, fractional finance platform, or similar. Must have managed 5+ client files simultaneously.
3. Advanced proficiency in QuickBooks Online — QBO ProAdvisor certification a strong plus.
4. Experience with Clio or other legal billing software preferred.
5. Familiarity with law firm financial metrics: utilization, realization, billing, and collections cycles, IOLTA/trust accounting.
6. Strong client communication skills — able to present financial data clearly to non-financial law firm owners.
7. Remote-work experienced with strong self-management and time-tracking discipline.

Non-Negotiables:

1. Must have multi-client experience — candidates with only single-entity backgrounds will not be considered.
2. Must be willing to operate exclusively within the SMB Financial OS and standardized EOP framework 
3. Must be detail-oriented with a track record of accurate, timely financial deliverables.
4. Must have the ability to advise law firm partners on strategy based on financial data.
5. Must have expert-level skills in Excel and QuickBooks Online.