Client Controller, Fractional CFO Services

CounselFi•Philadelphia, PA

7d•$90,000 - $90,000•Onsite

About The Position

The Client Controller will own the financial picture for a portfolio of clients, ensuring their books are accurate, explaining financial results, and helping business owners make informed decisions. The position works directly with the company’s founder and CEO and offers a path to grow into a fractional CFO role by taking ownership of client relationships and advisory engagements. The role includes reviewing accounting-team monthly closes, preparing and presenting financial statements and KPI reports, and leading recurring financial review meetings with business owners. The Client Controller will also build budgets, forecasts, and cash flow projections; support construction-client job costing, WIP schedules, and percentage-of-completion reporting; and prepare lender packages, including SBA loan applications. The role involves identifying financial issues, recommending practical solutions, and coordinating with the accounting team to keep client deliverables on schedule. This is a full-time, on-site position in Center City Philadelphia. The base salary is $90,000, with a performance bonus opportunity and total compensation of up to $100,000 including 401(k).

Requirements

At least 4 years of accounting experience, including controller, assistant controller, or senior accountant work, or public accounting experience with small business clients.
Strong command of GAAP, month-end close, and financial statement preparation.
Proficiency in QuickBooks Online and Excel.
Ability to explain complex financial information clearly to non-accountants.
Self-starter mentality and ability to manage multiple clients independently while following structured processes.
Genuine interest in business strategy and helping companies grow.

Nice To Haves

Experience with Sage and Xero.
Construction accounting experience, including job costing, WIP, AIA billing, and retainage.
CPA or progress toward a CPA.
Experience with SBA lending or lender reporting.
QuickBooks ProAdvisor certification or SAGE certification.

Responsibilities

Review and approve monthly closes prepared by the accounting team, ensuring accuracy and timeliness.
Prepare and present monthly financial statements and KPI reporting to clients.
Lead recurring financial review meetings with business owners and serve as their trusted point of contact.
Build and maintain budgets, forecasts, and cash flow projections.
Support job costing, WIP schedules, and percentage-of-completion reporting for construction clients.
Prepare financial packages for lenders, including SBA loan applications.
Identify issues in client financials and recommend practical solutions.
Coordinate with the accounting team to keep client deliverables on schedule.
Grow into owning client relationships end to end as a fractional CFO.