The OpportunityWe're seeking an Associate-level Client CFO to serve as the lead finance partner for a portfolio of small business clients. You'll run client engagements day to day: making sure the numbers are right, leading financial reviews with owners, and turning the results into practical decisions. This role offers a unique opportunity to work directly with our leadership team while making a meaningful impact on growing businesses that need strategic financial guidance.
What You'll Do- Serve as the primary finance contact for a portfolio of clients, leading recurring financial reviews with business owners
- Prepare monthly financial statements, KPI dashboards, and variance analysis yourself, then present them with clear, actionable recommendations
- Review monthly closes prepared by our accounting team, and step in to fix issues directly: journal entries, reconciliations, accruals, and cleanup
- Build and own budgets, forecasts, and cash flow projections from the ground up
- Advise owners on pricing, profitability, cash management, and growth decisions
- Prepare job costing, WIP schedules, and percentage-of-completion reporting for construction clients
- Prepare lender packages and support financing, including SBA loan applications
- Roll up your sleeves on accounting work whenever a client needs it, from catch-up bookkeeping to complex transactions
What Makes You a Great Fit- 6+ years of accounting and finance experience, including controller, finance manager, or FP&A leadership, or public accounting advisory work with small business clients
- Strong command of GAAP, month-end close, financial statement preparation, and forecasting
- Proficiency in QuickBooks Online and Excel; Sage and Xero experience preferred
- Confidence leading client meetings and advising owners on financial decisions
- Self-starter mentality with the ability to manage multiple clients independently while following structured processes
- Genuine interest in business strategy and helping companies grow
- Natural ability to explain complex financial information clearly to non-accountants
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
- Experience with M&A
- 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 Senior CFO: As you take on more complex clients and advisory work, you'll grow into a senior fractional CFO role with expanded responsibility and compensation
- 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
- $100,000 base salary
- Health, dental, 401(k), PTO
- Performance bonus opportunity; with 401(k), total compensation of up to $120,000
The pay range for this role is:
100,000 - 100,000 USD per year (Philadelphia)
