Chief Financial Officer (CFO)

Veritas Legal Plan•Boynton Beach, FL

1d•Onsite

About The Position

Veritas Legal Plan provides affordable, structured legal protection for individuals and families facing financial pressure, particularly those dealing with unsecured debt, creditor actions, and related legal challenges. The company was built from direct experience, recognizing that individuals under financial stress are often the least able to access legal support when they need it most. Veritas addresses that gap by offering predictable, membership-based access to vetted legal professionals and integrated protection services. Today, Veritas operates with a focus on delivering measurable member outcomes, supporting financial recovery, and building systems that scale responsibly. With over 15 years of operational experience and a growing network of legal partners, the company is entering a phase where stronger financial infrastructure, visibility, and leadership are critical to continued growth.

Requirements

5+ years in a senior financial leadership role
Strong experience in cash flow management and operational finance
Comfortable being hands-on
Experience with multi-entity structures
Strong understanding of GAAP
Ability to build systems
High ownership mindset
Advanced Excel and QuickBooks proficiency
Strong communication skills

Nice To Haves

Experience in legal or case-based environments
CPA or MBA

Responsibilities

Work directly with CEO on financial planning, forecasting, and decision-making
Build clear, reliable reporting that reflects business performance
Identify inefficiencies and opportunities to improve margins and cash flow
Manage daily cash positioning across multiple accounts and entities
Oversee fund transfers, reserves, and liquidity planning
Maintain banking relationships and financial controls
Own the general ledger and ensure GAAP-compliant financials
Deliver accurate monthly, quarterly, and annual reporting
Audit and clean up historical financial data where needed
Oversee case-based billing workflows to ensure accuracy and completeness
Eliminate duplicate or missed revenue
Improve tracking and reporting systems
Manage all company insurance programs (health, liability, workers comp, cyber, etc.)
Evaluate coverage, renewals, and cost optimization
Coordinate with external accountants and actuaries
Ensure timely tax filings and estimated payments
Maintain compliance across multiple entities
Oversee bookkeeping, loan payments, and reporting across multiple companies
Ensure compliance with leases, taxes, and operational obligations
Act as financial point of contact for key vendors
Support internal teams with financial clarity