Fractional CFO – Full Time Role

Job Description:

• Provide strategic financial leadership and advice to a diverse portfolio of law firms, each with their unique financial management needs (minimum of 20 accounts).
• Oversee financial planning, budgeting, and forecasting for each firm, providing clear and accurate financial projections.
• Monitor and analyze financial performance, identifying trends, opportunities, and areas for improvement.
• Develop and implement effective cash flow management strategies, ensuring each firm's financial stability.
• Work with each firm to develop and track Key Performance Indicators (KPIs) to drive financial performance and profitability.
• Assist with practice management, including utilization and realization rate analysis, billing and collections optimization, and expense management.
• Conduct risk management assessments and provide guidance to mitigate financial risks.
• Work with each firm to select and implement financial software and tools to streamline financial processes.
• Prepare financial reports and present findings and recommendations for firm leaders and stakeholders.

Requirements:

• Bachelor's degree in Finance, Accounting, or a related field; an MBA or a relevant advanced degree is a plus.
• A CPA or CFA designation is a plus.
• Must have served as VP, Director of Finance, or Controller in a business doing $2.5M+ for at least 5 years.
• Proven experience in financial planning, analysis, and risk management.
• Strong understanding of legal industry-specific financial metrics and KPIs.
• Exceptional communication skills, with the ability to present complex financial information in a clear and concise manner.
• Proficiency with financial software and systems, including advanced Excel skills.
• Law Firm experience preferred.
• Experience with EOS is a plus.

Benefits:

• We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY.
• Flexible vacation time.
• Team member education and learning budget on courses, events, and books.
• Company activities, outings, and retreats.
• 401(k) with a 3% match.
• WFH or come to the office. The choice is yours!

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