AI Advisor (Full Time Role) at SMB Team

Philadelphia, Pennsylvania, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Oct, 26

Salary

145000.0

Posted On

07 Jul, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Management, Cash Flow Management, Budgeting, Financial Reporting, QuickBooks Online, Client Relationship Management, Strategic Financial Guidance, Variance Analysis, Balance Sheet Integrity, Legal Billing Software, Excel, Financial Analysis

Industry

Business Consulting and Services

Description

IMPORTANT NOTICE: SMB Team will never solicit personal information, request equipment purchases, or send checks as part of our hiring process. All legitimate communication comes exclusively from @smbteam.com email addresses. If you receive outreach from any other domain (such as smbteam.us or similar), please disregard it and report it to support@smbteam.com. Do you enjoy working with multiple clients at once? Do you like the idea of Fractional CFO work but don't want the hassle of running a business? SMB Team is seeking an internal, FULL TIME HIRE who can serve as part of our team of Fractional Financial Executives (Director of Finance/Controller) to our portfolio of law firm owner clients. The ideal candidate will have a strong understanding of financial management (preferably within the legal industry or other professional services industries) and the ability to provide strategic insights and guidance to improve financial performance and support growth. This is a hands-on, client-facing role. This role will serve as the embedded financial strategist for a portfolio of 10–20 law firm clients — delivering CFO-level analysis, cash flow management, and strategic financial guidance through the SMB Financial OS and the Law Firm Growth Accelerator Model. Every client receives a consistent, high-quality experience regardless of which FCFO serves them. WHAT'S IN IT FOR YOU? 📈 An opportunity to be a part of the #1 Fastest Growing Legal Marketing & Coaching Company in the U.S. 🦷 BENEFITS – We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY. ☀️ FLEXIBLE VACATION TIME - We encourage you to take time to recharge so you can be your best here at work. 💡 EDUCATION – Team member education and learning budget on courses, events and books. 💲 INVESTMENTS – 401(k) with a 3% Match. 💻 WORK STYLE – WFH or come to the office. The choice is yours! 135,000 Base + % of Revenue, OTE 140 - 145K Key Responsibilities: Serve as the primary financial point of contact for a portfolio of 10–20 law firm clients — owning the relationship, the monthly cadence, and the quality of every deliverable. Deliver all financial reporting, cash flow forecasts, budgets, and variance analyses on a consistent monthly basis Evaluate the monthly close reviews for each client — validating balance sheet integrity, reviewing P&L trending, monitoring AR aging, and flagging financial risks before they become problems. Apply the Law Firm Growth Accelerator Model consistently across all client engagements — using its framework to assess performance, advise on staffing decisions, and guide partners toward sustainable growth. Context-switch efficiently across a diverse client portfolio — moving between personal injury, family law, estate, flat-fee, and hourly billing firms with precision and professionalism. Collaborate with the bookkeeping team on shared clients — ensuring clean, timely books are delivered as a foundation for CFO-level analysis each month. 5+ years of accounting or finance experience, with strong proficiency in financial statement preparation, cash flow management, and budgeting. Background in a multi-client environment — public accounting firm, BPO, fractional finance platform, or similar. Must have managed 5+ client files simultaneously. Advanced proficiency in QuickBooks Online — QBO ProAdvisor certification a strong plus. Experience with Clio or other legal billing software preferred. Familiarity with law firm financial metrics: utilization, realization, billing, and collections cycles, IOLTA/trust accounting. Strong client communication skills — able to present financial data clearly to non-financial law firm owners. Remote-work experienced with strong self-management and time-tracking discipline. Non-Negotiables: Must have multi-client experience — candidates with only single-entity backgrounds will not be considered. Must be willing to operate exclusively within the SMB Financial OS and standardized EOP framework Must be detail-oriented with a track record of accurate, timely financial deliverables. Must have the ability to advise law firm partners on strategy based on financial data. Must have expert-level skills in Excel and QuickBooks Online. By joining our team, you'll have the opportunity to make a significant impact on the financial success of our law firms, helping them navigate the complex financial landscape of the legal industry. If you're a seasoned financial professional with a passion for the legal industry, we'd love to hear from you. SMB Team is a rapidly-growing marketing agency and coaching business for lawyers. After four years of 300% year-over-year growth, we have quickly become one of the top brands in the legal industry. Bottom Line: We change lives. Want proof? Read our Google My Business reviews. There are three parts to our business: Educational Brand: We currently run the most prominent talk show in the legal industry. Every week, we get hundreds of lawyers on our webinars by interviewing top thought leaders (as seen on our YouTube). The goal is to become THE source of education for lawyers. Marketing Services: We offer a full suite of marketing services to our clients, including PPC, SEO, Website Design, Video, and Social Media management. Our goal is to scale our services business to over $15M in revenue in 2023. Coaching Services: We have a rapidly-growing, Philadelphia-based coaching program for lawyers. In our first year, we built our coaching business into a multi-seven-figure business. Our program has been identified as the most comprehensive coaching program for attorneys, and we plan to double the size of our clients in the next year. The SMB Team is an Equal Opportunity Employer. The policy of The SMB Team is to extend opportunities to qualified applicants and employees on an equal basis regardless of an individual's race, color, gender, age, national origin, religion, citizenship status, marital status, sexual orientation, gender identity, transgender status, physical or mental disability, protected veteran status, genetic information, pregnancy, or any other categories protected by applicable federal, state or local laws. The SMB Team is an Equal Opportunity Employer - Minority/Female/Disabled/Protected Veterans

Responsibilities

Serve as the primary financial strategist for a portfolio of 10-20 law firm clients, delivering CFO-level analysis and cash flow management. You will manage monthly financial reporting, validate balance sheet integrity, and guide partners toward sustainable growth using a standardized framework.