SyndicatedFractional Financial ControllerPhiladelphia, Pennsylvania, United States
Full-time Financial Controller, CounselFi
FULL-TIME FC JOB · FINANCIAL_SERVICES SECTOR · PHILADELPHIA, PENNSYLVANIA, UNITED STATES
Full-time Financial Controller at CounselFi, based in Philadelphia. Full posting below, with the day rate stated or estimated with its basis.
Full-time Financial Controller — the posting in full
~/original-posting · verbatimsource: rippling
What the posting asks · quoted from the listing
- Years
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 reporti…
- Certification
CPA or progress toward a CPA
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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