Fractional CFO (Full Time Role)

This is a full-time internal hire within SMB Team's fractional finance practice, supporting a portfolio of law firm clients as their dedicated financial executive. The role operates within a standardised delivery framework, the SMB Financial OS and Law Firm Growth Accelerator Model, ensuring consistent, high-quality outputs across every client engagement each month.

The successful candidate will manage monthly close reviews, financial reporting, cash flow forecasts, budgets, and variance analyses across a diverse range of law firm types, including personal injury, family law, estate, and flat-fee practices. Collaboration with a shared bookkeeping team is integral to the role, and strong client-facing communication is essential.

• Serve as the primary financial contact for a portfolio of 10 to 20 law firm clients, owning the relationship and all monthly deliverables.
• Deliver financial reporting, cash flow forecasts, budgets, and variance analyses on a consistent monthly cycle.
• Conduct monthly close reviews, validating balance sheet integrity, reviewing P&L trends, and monitoring AR ageing.
• Apply the Law Firm Growth Accelerator Model to assess performance, advise on staffing decisions, and guide sustainable growth.
• Context-switch efficiently across diverse client firms, maintaining precision and professionalism throughout.
• Collaborate with the bookkeeping team to ensure clean, timely books underpin CFO-level analysis each month.

• 5 or more years of accounting or finance experience, with strong proficiency in financial statement preparation, cash flow management, and budgeting.
• Background in a multi-client environment such as public accounting, BPO, or fractional finance platforms, with at least 5 client files managed simultaneously.
• Advanced proficiency in QuickBooks Online; QBO ProAdvisor certification is a strong advantage.
• Experience with Clio or comparable legal billing software preferred.
• Familiarity with law firm financial metrics including utilisation, realization, IOLTA/trust accounting, and collections cycles.
• Demonstrated ability to present financial data clearly to non-financial business owners in a remote-work environment.

SMB Team is a legaltech company providing fractional financial executive services to law firm owners across the United States. Operating in a growth phase, the business supports multiple clients simultaneously through standardised financial management frameworks and strategic coaching services.