Client Controller, Fractional CFO Services

Philadelphia, PAOnsiteFull TimeChief / Executive$90,000–$100,000 /yrPosted 15 days ago

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Required skills

QuickBooks Online
Excel
GAAP
month-end close
financial statement preparation
KPI reporting
budgets
forecasts
cash flow projections
job costing

Nice to have

Sage
Xero
construction accounting
CPA
QuickBooks ProAdvisor

Role summary

Seeking a Client Controller to grow into a fractional CFO role, managing the financial picture for a portfolio of clients. Responsibilities include monthly closes, financial statement preparation and presentation, budgeting, forecasting, and client advisory. The role requires 4+ years of accounting experience, proficiency in QuickBooks Online and Excel, and a strong understanding of GAAP. Experience in construction accounting, SBA lending, or CPA certification is preferred. This full-time, on-site position in Philadelphia offers direct mentorship and a clear path to a CFO role, with a base salary of $90,000 and total compensation up to $100,000.

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 schedule
Grow 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

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