Chief Financial Officer
About The Position
The Chief Financial Officer (CFO) is responsible for overseeing the financial strategy, planning, and operations of the firm. This role partners closely with executive leadership to ensure financial integrity, long-term sustainability, regulatory compliance, and informed decision-making across the organization. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualifications for the role. Are you a proactive, strategic-level thinker who enjoys working in a fast-paced, dynamic environment? We are looking for a high-performing executive who can help the firm’s Managing Partner and executive leadership team guide the firm into the future through strategic financial advice; timely and accurate budgeting, forecasting, and financial reporting; strong risk management and compliance; and the innovative use of AI and technology to promote healthy growth, operational efficiency, and profitability.
Requirements
- Bachelor's degree in finance, Accounting, Business Administration, or related field (MBA or CPA preferred)
- 10+ years of progressive financial leadership experience
- Experience in professional services or legal industry preferred
- Experience managing IOLTA (Interest on Lawyers’ Trust Accounts) and client trust accounting strongly preferred
- Strong knowledge of financial reporting, budgeting, and forecasting
- Expertise in regulatory compliance and risk management
- Advanced analytical, strategic thinking, and problem-solving skills
- Excellent leadership and communication abilities
Responsibilities
- Develop and execute the firm’s financial strategy aligned with organizational goals
- Collaborate with and communicate effectively to executive leadership and partners to support strategic initiatives and cost controls
- Oversee budgeting, forecasting, and long-term financial planning
- Prepare and present financial reports to executive leadership
- Ensure compliance with accounting standards, tax regulations, and legal requirements
- Oversee management and compliance of client trust accounts (IOLTA), ensuring adherence to all applicable legal and ethical standards
- Manage cash flow, banking relationships, and capital planning
- Oversee payroll, benefits funding, and compensation planning
- Identify and mitigate financial and operational risks
- Lead and develop the finance and accounting team
- Oversee financial systems, internal controls, and process improvements
- Collaborate with and communicate effectively to executive leadership and partners to support strategic initiatives and cost controls
- Oversee budgeting, forecasting, and long-term financial planning
- Prepare and present financial reports to executive leadership
- Ensure compliance with accounting standards, tax regulations, and legal requirements
- Oversee management and compliance of client trust accounts (IOLTA), ensuring adherence to all applicable legal and ethical standards
- Manage cash flow, banking relationships, and capital planning
- Oversee payroll, benefits funding, and compensation planning
- Identify and mitigate financial and operational risks
- Lead and develop the finance and accounting team
- Oversee financial systems, internal controls, and process improvements
Benefits
- 100% employer-paid health, dental, and vision insurance for employees and dependents
- $50,000 in life insurance provided at no cost
- 401(k) plan with 6% dollar-for-dollar employer match after probationary period
- Generous paid parental leave for birth, adoption, or fostering
- Dependent care reimbursement up to $3,500/month
- Healthcare and Dependent Care Flexible Spending Accounts (FSAs)
- Up to $5,000 Infertility Treatment reimbursement and Up to $5,250/year in tuition reimbursement for professional development
- Monthly commuter reimbursement up to $100 for public transportation
- Home office reimbursement: $150 for a desk, $150 for a chair (one-time)
- $25 work-from-home allowance each pay period for hybrid and remote staff
- State bar and approved professional association dues covered
- $30 Grubhub lunch credit every first Friday of the month
- Community engagement support: matching donations to 501(c)(3) nonprofits and encouragement of volunteer time
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Number of Employees
101-250 employees
