Controller

Consultative Search GroupCosta Mesa, CA
20d

About The Position

A fast-growing law firm seeks a Financial Controller to join their dynamic team. Responsibilities: Manage daily financial operations, including accounts payable, accounts receivable, payroll, general ledger, and monthly closing processes. Prepare timely, accurate, and insightful financial statements and operational reports for internal management, external stakeholders, and regulatory bodies. Partner with the CFO to develop budgets, forecasts, and cash flow projections to support firm growth and financial health. Ensure compliance with GAAP, federal and state tax laws, and internal financial policies. Oversee financial audits, tax filings, and periodic regulatory reviews. Design, implement, and maintain effective internal controls and accounting procedures to safeguard firm assets and financial data integrity. Partner with 3rd party CPA firms by accurate data for timely tax filings Manage biweekly payroll processing by partnering with HR Oversee all client trust accounts in strict adherence to State Bar Rules (Safekeeping Funds and Property of Clients and Other Persons). Ensure timely, compliant handling of settlement funds, lien payments, client disbursements, and third-party payments. Supervise and mentor the accounting and finance team, providing leadership, training, performance feedback, and professional development opportunities. Assist the CFO in preparing and reporting companywide KPI dashboard Support CFO with FP&A and adhoc projects Qualifications: Bachelor’s degree in Accounting, Finance, or related field. CPA license (Active/ Inactive) Minimum 12+ years of progressive accounting experience, including financial statement preparation and trust accounting. Minimum of 3 years of accounting leadership experience within a law firm, personal injury firm, or contingency-based business model. Strong knowledge of trust accounting rules and requirements for law firms. Hands-on experience managing client trust accounts, disbursements, and settlements. Proficiency in financial systems (e.g., QuickBooks,) and advanced Microsoft Excel skills. Many of our job openings can be viewed at https://jobs.crelate.com/portal/consultativesg

Requirements

  • Bachelor’s degree in Accounting, Finance, or related field.
  • CPA license (Active/ Inactive)
  • Minimum 12+ years of progressive accounting experience, including financial statement preparation and trust accounting.
  • Minimum of 3 years of accounting leadership experience within a law firm, personal injury firm, or contingency-based business model.
  • Strong knowledge of trust accounting rules and requirements for law firms.
  • Hands-on experience managing client trust accounts, disbursements, and settlements.
  • Proficiency in financial systems (e.g., QuickBooks,) and advanced Microsoft Excel skills.

Responsibilities

  • Manage daily financial operations, including accounts payable, accounts receivable, payroll, general ledger, and monthly closing processes.
  • Prepare timely, accurate, and insightful financial statements and operational reports for internal management, external stakeholders, and regulatory bodies.
  • Partner with the CFO to develop budgets, forecasts, and cash flow projections to support firm growth and financial health.
  • Ensure compliance with GAAP, federal and state tax laws, and internal financial policies.
  • Oversee financial audits, tax filings, and periodic regulatory reviews.
  • Design, implement, and maintain effective internal controls and accounting procedures to safeguard firm assets and financial data integrity.
  • Partner with 3rd party CPA firms by accurate data for timely tax filings
  • Manage biweekly payroll processing by partnering with HR
  • Oversee all client trust accounts in strict adherence to State Bar Rules (Safekeeping Funds and Property of Clients and Other Persons).
  • Ensure timely, compliant handling of settlement funds, lien payments, client disbursements, and third-party payments.
  • Supervise and mentor the accounting and finance team, providing leadership, training, performance feedback, and professional development opportunities.
  • Assist the CFO in preparing and reporting companywide KPI dashboard
  • Support CFO with FP&A and adhoc projects
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