Fractional Controller / CFO (Full Time Role)

SMB Team • Philadelphia, PA

2d • $135,000 - $145,000 • Hybrid

About The Position

SMB Team is seeking an internal, FULL TIME HIRE who can serve as part of our team of Fractional Financial Executives (Director of Finance/Controller) to our portfolio of law firm owner clients. The ideal candidate will have a strong understanding of financial management (preferably within the legal industry or other professional services industries) and the ability to provide strategic insights and guidance to improve financial performance and support growth. This is a hands-on, client-facing role. This role will 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. By joining our team, you'll have the opportunity to make a significant impact on the financial success of our law firms, helping them navigate the complex financial landscape of the legal industry. If you're a seasoned financial professional with a passion for the legal industry, we'd love to hear from you. SMB Team is a rapidly-growing marketing agency and coaching business for lawyers. After four years of 300% year-over-year growth, we have quickly become one of the top brands in the legal industry. There are three parts to our business: Educational Brand: We currently run the most prominent talk show in the legal industry. Every week, we get hundreds of lawyers on our webinars by interviewing top thought leaders (as seen on our YouTube). The goal is to become THE source of education for lawyers. Marketing Services: We offer a full suite of marketing services to our clients, including PPC, SEO, Website Design, Video, and Social Media management. Our goal is to scale our services business to over $15M in revenue in 2023. Coaching Services: We have a rapidly-growing, Philadelphia-based coaching program for lawyers. In our first year, we built our coaching business into a multi-seven-figure business. Our program has been identified as the most comprehensive coaching program for attorneys, and we plan to double the size of our clients in the next year.

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.

Nice To Haves

• QBO ProAdvisor certification a strong plus.
• Experience with Clio or other legal billing software preferred.

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.

Benefits

• We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY.
• FLEXIBLE VACATION TIME
• Team member education and learning budget on courses, events and books.
• 401(k) with a 3% Match.
• WFH or come to the office. The choice is yours!

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed