Overview
This role involves serving as Chief Financial Officer for a growing, multi-state legal services organization with consistent organic growth and an active acquisition program. The position is remote and works directly with the CEO to build the reporting, planning, and deal infrastructure needed for the organization’s next stage of growth.
Responsibilities
- Financial Reporting & Close: Own a monthly close within 5 business days.
- FP&A: Handle budgeting, forecasting, and variance analysis.
- Unit Economics: Drive profitability tracking by office and by attorney.
- Cash & Working Capital: Oversee trust accounts, retainer replenishment, and WIP-to-cash.
- Compensation Design: Develop compensation plans across all roles.
- Risk, Insurance & Controls: Build and maintain a scalable internal control environment.
- Capital Allocation: Partner with leadership to maximize stakeholder value.
- Finance Team Leadership: Lead and develop bookkeeping, collections, reporting, and BI analysis.
- Tax & Compliance: Optimize tax efficiency and maintain compliance with legal-industry ethics and ownership rules.
M&A Engine Support
- Valuation: Value target law firms.
- Financial Modeling: Model cash flow, cost take-out, revenue, and EBITDA.
- Deal Structure: Design acquisition terms.
- Due Diligence: Conduct due diligence on all financial aspects.
- Deal Advisory: Support the deal team from negotiation through close.
- Integration: Lead financial onboarding of newly acquired firms.
Requirements
- Professional services experience (required). Legal industry experience is not necessary.
- Multi-entity, multi-state finance leadership.
- Track record of scaling a business through transformation.
- Acquisitions experience, ideally across multiple transactions.
- Enthusiasm for deep AI deployment across the finance function.
- Builder mentality: Hunger to help create something that has never been done before in law.
- Servant leadership (required): Humility, low ego, and a team-first mindset.
Location