Fractional CFO Advisor (Full-Time W-2 | Remote)

Job Description

Fractional CFO Advisor (Full-Time W-2 | Remote)

Location: Remote (Must reside in AZ, CO, FL, GA, IL, MD, MI, NC, NJ, NY, PA, TX, or WA)

Employment Type: Full-Time (45–50 hours/week) | W-2 Employee

Compensation: $110,000 Base Salary + Performance Incentives (Target OTE: $182,000)

🚨 Please Read Before Applying

This role requires direct experience managing multiple client relationships simultaneously as a CFO, Fractional CFO, Outsourced CFO, Virtual CFO, Business Advisor, or in a multi-client financial leadership environment. Have you done this?

✅ Yes — we’d love to hear from you. Please continue reading.

❌ No — this position is likely not the right fit.

About the Role

This is a full-time, salaried Fractional CFO Advisor position— not a 1099 consulting or independent fractional practice.

As part of the HTM team, you’ll provide CFO-level financial leadership to a portfolio of approximately 25–30 small law firms. We handle all sales, marketing, and client acquisition so you can focus entirely on delivering strategic financial guidance, building trusted relationships, and helping business owners make smarter financial decisions.

If you’ve worked in a fractional CFO, outsourced CFO, Client Advisory Services (CAS), or multi-client advisory environment, you’ll feel right at home. Success in this role requires the ability to confidently shift between multiple businesses while providing every client with the level of strategic insight and partnership they expect from a trusted CFO.

This role is just as much about building relationships as it is about financial expertise. You’ll become a trusted advisor whom business owners rely on to help guide critical decisions and improve the financial health of their companies.

No legal industry experience is required. Our structured onboarding program will teach you everything you need to know about serving law firms, including the financial benchmarks, KPIs, and business model unique to the legal industry.

Most client interactions take place through scheduled virtual meetings supported by ongoing email and internal communication. There is no travel required.

About HTM

How To MANAGE a Small Law Firm (HTM) is the nation’s leading fractional C-suite provider for solo and small law firms.

We’ve been recognized as an Inc. 5000 Fastest-Growing Company every year since 2013 and continue to grow rapidly.

Our culture is built on ownership, accountability, flexibility, and results—not bureaucracy. We believe exceptional people do their best work when they’re trusted, supported, and empowered to make an impact.

Who This Role Is For

You’ll likely thrive here if you:

• Have advised multiple small to mid-sized business owners—not just managed one company’s finances.
• Enjoy turning financial data into practical business decisions.
• Love building trusted relationships with entrepreneurs.
• Thrive in a fast-paced environment where every day brings different business challenges.
• Want the stability and benefits of a full-time W-2 position while still enjoying the variety of advisory work.
• Take pride in helping business owners become more profitable and financially confident.

What You’ll Do

You’ll become the trusted financial advisor for a portfolio of growing businesses, helping owners understand their numbers, improve profitability, and make confident business decisions.

Responsibilities

• Serve as CFO for approximately 25–30 clients.
• Analyze financial statements, KPIs, cash flow, profitability, and business performance.
• Identify financial trends, operational risks, and growth opportunities.
• Deliver monthly financial reviews and strategic recommendations.
• Help business owners understand financial data and turn insights into action.
• Develop budgets, forecasts, and cash flow projections.
• Hold clients accountable to financial goals and performance metrics.
• Partner with bookkeepers to improve financial accuracy and reporting.
• Build long-term trusted advisor relationships with clients.
• Collaborate with internal team members to deliver an exceptional client experience.

Required Qualifications

• Direct experience managing 4 or more concurrent client or business-unit relationships in an advisory, fractional, outsourced CFO, CAS, or multi-entity environment.
• This is a hard requirement—not a preference. Candidates whose experience is limited to a single company’s in-house finance function will not be considered.
• Bachelor’s degree in Accounting, Finance, or a related business field.
• Strong accounting and financial management background.
• Ability to translate complex financial information into practical business advice.
• Excellent communication and relationship-building skills.
• High emotional intelligence and executive presence.
• Strong analytical and problem-solving abilities.

The Ideal Candidate

• 10+ years of progressive accounting and financial leadership experience.
• Experience supporting businesses with annual revenues ranging from approximately $500K to $30M+.
• Strong background in forecasting, budgeting, cash flow management, financial reporting, and FP&A.
• CPA or CMA designation is a plus but not required.
• Comfortable having difficult financial conversations with confidence, empathy, and professionalism.
• Believes financial leadership is about helping business owners make better decisions—not simply reporting the numbers.
• Thrives in a fast-paced, entrepreneurial environment where every client presents a unique opportunity to create value.

This Role Is NOT a Fit If

• You’re looking for a part-time, consulting, or contract opportunity.
• You prefer supporting one company instead of managing multiple client relationships.
• You want to continue building your own fractional CFO practice.
• You prefer delegating financial analysis instead of performing it yourself.
• You thrive only in highly structured corporate environments.
• You aren’t energized by building strong relationships with business owners.

Compensation & Benefits

• $110,000 base salary
• Performance incentives with target earnings of $182,000 annually
• Medical, dental, and vision insurance (75% employer-paid)
• Company-paid short- and long-term disability insurance
• 401(k) with company match (up to 3.5%)
• Unlimited PTO
• Company-wide paid shutdown during Thanksgiving week
• One additional mandatory paid week off annually
• Employee Assistance Program (EAP)
• Pet insurance
• Legal benefits
• Professional and leadership development programs
• Fully remote work environment with flexible scheduling

Why Join HTM?

This isn’t just another finance role.

You’ll become a trusted advisor to entrepreneurs who rely on you to help build stronger, healthier, and more profitable businesses. Your guidance will directly influence the success of every client you serve.

At HTM, you’ll join a collaborative, high-performing team that values ownership, transparency, continuous learning, and meaningful work. We trust our advisors to manage their client portfolios with autonomy while providing the support, coaching, and collaboration they need to thrive.

If you’re excited about helping small business owners gain financial clarity, solve complex business challenges, and build companies that flourish, we’d love to meet you.

Apply today and become the trusted financial partner that growing businesses can’t imagine succeeding without.

Fractional CFO — Turning Financial Data into Confident Business Decisions (Remote)Company: How To MANAGE a Small Law Firm (HTM)Location: 100% Remote (Must reside in AZ, CO, FL, GA, IL, MD, MI, NC, NJ, NY, PA, TX, VA, or WA)Department: Executive LeadershipEmployment Type: Full-Time | W-2 EmployeeCompensation: $110,000 Base Salary + Performance Compensation | $182,000+ On-Target Earnings🚨 Please Read Before ApplyingThis role requires direct experience managing multiple client relationships simultaneously as a CFO, Fractional CFO, Outsourced CFO, Virtual CFO, Business Advisor, or in a multi-client financial leadership environment. Have you done this?✅ Yes — we’d love to hear from you. Please continue reading.❌ No — this position is likely not the right fit.Important: Candidates whose experience is limited to serving as an in-house CFO, VP of Finance, Controller, Director of Finance, or Finance Executive for a single company will not be considered.Financial Clarity Creates Confident Decisions.At How To MANAGE a Small Law Firm (HTM), our Fractional CFOs help law firm owners understand their numbers, improve profitability, and make confident business decisions.As the financial partner to a portfolio of approximately 30 growing law firms, you will help business owners transform financial data into actionable insights that improve cash flow, profitability, and long-term growth.This is a full-time W-2 executive position — not a 1099 consulting opportunity or independent fractional practice.You’ll enjoy the variety and challenge of serving multiple businesses while receiving the stability, compensation, benefits, and support of a full-time executive team. HTM provides the clients, systems, and infrastructure so you can focus on helping business owners make better financial decisions.If you’ve personally partnered with business owners, analyzed financial performance, and helped drive better outcomes — not simply managed accounting functions — you’ll likely thrive in this role.No legal industry experience is required. We’ll teach you everything you need to know about serving law firms.About HTMHow To MANAGE a Small Law Firm is the nation’s leading provider of Fractional C-Suite services for solo and small law firms.Recognized as an Inc. 5000 Fastest-Growing Company every year since 2013, HTM partners with entrepreneurial law firm owners who have built successful practices but need experienced financial and operational leadership to scale their businesses.Our clients don’t need another accountant.They need a financial leader who helps them understand the business, make better decisions, and build a more profitable organization.Who This Role Is ForYou’ll likely thrive here if you:Enjoy helping entrepreneurs understand their numbers and make better business decisions.Love turning financial data into clear insights and action plans.Have partnered directly with founders or business owners to improve profitability.Enjoy advising leaders while also driving execution.Thrive in a fast-paced, multi-client environment where every business presents a different challenge.Want the stability and benefits of a full-time W-2 position while still enjoying the variety of advisory work.What You’ll DoAs a Fractional CFO, you’ll help business owners turn financial information into strategic action by:Serving as the financial leader for approximately 30 client businesses.Reviewing financial statements and identifying opportunities for improvement.Creating financial forecasts, budgets, and cash flow strategies.Building KPI dashboards and financial reporting systems.Helping owners understand profitability drivers and business performance.Identifying financial risks and recommending solutions.Improving pricing, margins, cash flow, and operational profitability.Partnering with owners on strategic growth decisions.Creating accountability around financial goals and metrics.Helping businesses become less reactive and more financially disciplined.Building trusted, long-term relationships with business owners.Collaborating with internal team members to deliver an exceptional client experience.This is hands-on financial leadership.You won’t simply prepare reports or explain historical numbers — you’ll help owners use financial information to make better decisions and improve business performance.Required QualificationsDirect experience managing multiple client relationships simultaneously as a CFO, Fractional CFO, Outsourced CFO, Virtual CFO, Business Advisor, or within a multi-client financial leadership environment.Direct experience advising or partnering with founders or business owners.Strong financial analysis, forecasting, and strategic planning skills.Experience translating financial data into business recommendations.Excellent communication and relationship-building skills.High emotional intelligence and executive presence.Ability to coach business owners while holding them accountable to financial goals.Bachelor’s degree or equivalent professional leadership experience.The Ideal CandidateThe strongest candidates will have:10+ years of finance leadership experience.Experience supporting small-to-mid-sized businesses.Experience working with companies generating approximately $1M–$35M+ in annual revenue.CFO-level ownership of financial strategy and decision-making.Experience building financial reporting systems, dashboards, and forecasting processes.Strong understanding of cash flow management, profitability, and business operations.Experience helping businesses scale beyond founder dependence.Ability to communicate complex financial concepts in a simple, actionable way.Experience serving multiple organizations or operating as a Fractional CFO is strongly preferred.Success in This RoleYou’ll be measured by the financial outcomes your clients achieve, including:Improved financial visibility and decision-making.Accurate forecasting and cash flow planning.Stronger profitability and margin management.Financial dashboards actively used by leadership teams.Better understanding of key business drivers.Increased accountability around financial performance.Businesses making proactive decisions instead of reacting to financial challenges.This Role Is NOT a Fit IfYou’re looking for a consulting or contract opportunity.You prefer supporting one company instead of partnering with multiple business owners.You want to continue building your own CFO consulting or fractional practice.Your experience is limited primarily to accounting, bookkeeping, or financial reporting.You have only managed finance inside a single company.You focus primarily on historical reporting rather than forward-looking strategy.You prefer maintaining existing processes rather than improving systems.You thrive only in highly structured corporate environments.Compensation & Benefits$110,000 Base SalaryPerformance Compensation with $182,000+ On-Target EarningsMedical, dental, and vision insurance (75% employer-paid)Company-paid short- and long-term disability insurance401(k) with company match (up to 3.5%)Unlimited PTOCompany-wide paid shutdown during Thanksgiving weekOne additional mandatory paid week off annuallyEmployee Assistance Program (EAP)Pet insuranceLegal insuranceProfessional and executive leadership development100% Remote work environmentWhy Join HTM?This isn’t just another finance role.You’ll become the trusted financial advisor entrepreneurs rely on to understand their numbers, improve profitability, and build businesses that scale.At HTM, you’ll join a collaborative, high-performing team that values:OwnershipAccountabilityTransparencyContinuous learningMeaningful workWe provide our leaders with autonomy while providing the support, coaching, systems, and collaboration they need to succeed.If you’re passionate about helping business owners transform financial data into measurable results, we’d love to meet you.Apply today and become the financial leader growing businesses rely on to make smarter decisions and scale successfully.