Client Controller, Fractional CFO Services

CounselFi; Philadelphia (Philadelphia County); In loco; USD 90.000 - 100.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health benefits

401(k)

PTO

Performance bonus

Descrizione del lavoro

CounselFi seeks a Client Controller to own the financial picture for a portfolio of clients, working directly with business owners and growing into a fractional CFO role. You’ll explain numbers, support decision making, and collaborate with our founder and CEO.

Based in Center City Philadelphia, this full-time, on-site position offers a $90,000 base salary, with total compensation up to $100,000 and a benefits package including health, dental, 401(k) and PTO; a performance bonus is available as

Competenze

• Knowledge of GAAP, month-end close, and financial statement prep.
• Ability to explain complex financials clearly to non-accountants.
• Capacity to manage multiple client engagements with structured processes.

Mansioni

• Review and approve monthly closes for clients.
• Prepare and present monthly financial statements and KPI reports.
• Lead financial review meetings with clients and act as primary contact.

Conoscenze

GAAP

Month-end close

Financial statements

Clear financial explanations

Self-starter

Multi-client management

Business strategy

Strumenti

QuickBooks Online

Excel

Sage

Xero

Descrizione del lavoro

The Opportunity

We’re seeking a Client Controller who wants to work directly with business owners and grow into a fractional CFO role. You’ll own the financial picture for a portfolio of clients: making sure the books are right, explaining what the numbers mean, and helping owners make better decisions. This role offers a unique opportunity to work directly with our founder and CEO while making a meaningful impact on growing businesses that need strategic financial guidance.

What You’ll Do

• Review and approve monthly closes prepared by our 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 scheduleGrow into owning client relationships end to end as a fractional CFO

What Makes You a Great Fit

• 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; Sage and Xero experience preferred
• Natural ability to explain complex financial information clearly to non-accountants
• Self-starter mentality with the ability to manage multiple clients independently while following structured processes
• Genuine interest in business strategy and helping companies grow

Nice to Have

• Construction accounting experience (job costing, WIP, AIA billing, retainage)
• CPA or progress toward a CPA
• Experience with SBA lending or lender reporting
• QuickBooks ProAdvisor certification or SAGE certification

Why You’ll Love This Role

• Direct Mentorship: Work alongside and learn directly from our President, James Delaney, who brings deep experience scaling companies and building them for sustainable growth.
• A Clear Path to CFO: This role is built to grow. As you take ownership of client relationships and advisory work, you’ll move into a fractional CFO role leading your own engagements
• Meaningful Impact: Help business owners understand their numbers and make decisions that change the trajectory of their companies
• Variety: Exposure to a wide range of industries and business models
• Purpose-Driven Work: Join a B-Corp committed to positive business impact

Position Details

• Full-time, on-site in Center City Philadelphia
• $90,000 base salary
• Health, dental, 401(k), PTO
• Performance bonus opportunity; with 401(k), total compensation of up to $100,000