Client Controller, Fractional CFO Services

About CounselFi

CounselFi is a Finance as a Service (FaaS) B-Corp helping small businesses across a range of industries with strategic finance advice. We specialize in construction, trades, and growing small businesses, providing bookkeeping, accounting, FP&A, tax, and outsourced CFO advisory, so our clients get a full finance department without building one in-house. We are committed to overhauling the back-office experience for small business owners, putting strategy at the forefront of decision-making.

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