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Fractional CFO Advisor (Full-Time W-2 | Remote) at How to Manage a Small Law Firm

Role overview

Qualifications

  • Direct experience managing multiple client relationships as a CFO or in a multi-client environment
  • Strong financial analysis, forecasting, and strategic planning skills
  • Excellent communication and relationship-building skills
  • Bachelor's degree or equivalent professional leadership experience

Responsibilities

  • Serve as the financial leader for approximately 30 client businesses
  • Review financial statements and identify opportunities for improvement
  • Create financial forecasts, budgets, and cash flow strategies
  • Build KPI dashboards and financial reporting systems

Key facts

Other skills

  • Strategic Planning
  • Forecasting
  • Relationship Building
  • Emotional Intelligence
  • Coaching
  • Accountability

About the company

How To MANAGE a Small Law Firm logo

How To MANAGE a Small Law Firm

Happy lawyers make more money. And broke lawyers don’t do anyone any good…least of all their clients, their family or themselves. We are the leading, largest, biggest and best provider of outside Managing Partner, Chief Operating Officer (COO) and Chief Financial Officer (CFO) services exclusively for the solo and small law firm (single-shareholder) market. Whether you’re just starting out, you’re earning seven figures, or you’re somewhere in between… if you run a solo law firm and you are serious about growing your firm, making more money, and having fun in the process, you’ve come to the right place. We’ve worked with thousands of solo lawyers just like you and we’ve identified the common patterns and the challenges that hold most of them back. And we’ve seen that these obstacles evolve as the firm grows. That’s why we’ve divided our program based on the four distinct stages of law firm growth - so that you’re surrounded with lawyers that are grappling with the same challenges you are, and so that you’re provided with the resources you need to overcome them. Visit our website for more details! In addition, we present a variety of workshops, seminars, and CLE opportunities designed to help solo lawyers create wildly profitable law firms. If you’ll let us to brag for a moment, we’re pretty damn good at this. Don’t take our word for it - visit our website and see what our clients have to say. But in all honestly… we can’t take all of the credit for the massive success of our clients. What really makes our program so effective is the caliber of the community we’ve put together. As a member, you’ll be surrounded by solo lawyers just like you - motivated, entrepreneurial, smart, and ambitious. And thanks to our strictly enforced “NO ASSHOLES” policy, there’s a good chance that you’ll actually like some of these people! Iron sharpens iron, and joining this inspiring community will be among the best career decisions you’ve ever made!

Company details

Company typeSME
Company size51 - 200

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Job description


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 Leadership
Employment Type: Full-Time | W-2 Employee
Compensation: $110,000 Base Salary + Performance Compensation | $182,000+ On-Target Earnings

🚨 STOP: Please Read Before Applying

This role requires direct experience working with multiple small to mid-sized business owners simultaneously as a CFO, Fractional CFO, EOS Integrator, Business Advisor, Business Coach, or in a multi-client operating 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.

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 HTM

How 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 For

You'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 Do

As 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 Qualifications

  • Direct 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 Candidate

The 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.

This Role Is NOT a Fit If

  • You'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 Salary
  • Performance Compensation with $182,000+ On-Target Earnings
  • Medical, dental, and vision insurance (75% employer-paid)
  • Company-paid short- and long-term disability insurance
  • 401(k) with company match
  • Unlimited PTO
  • Company-wide paid shutdown during Thanksgiving week
  • One additional mandatory paid week off annually
  • Employee Assistance Program (EAP)
  • Pet insurance
  • Legal insurance
  • Professional and executive leadership development
  • 100% Remote work environment

Why 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 ownership, accountability, transparency, continuous learning, and meaningful work.

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.



Apply once. Then go straight to the hiring manager.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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