Small Business Chief Financial Officer (Fractional)

How to Manage a Small Law Firm • Miami, FL

9h • Remote

About The Position

HTM functions as the fractional C-suite (CEO, COO, CFO, CMO) for solo and small law firms with gross revenues mostly under $10MM (and over half under $1MM). As a Fractional Small Business CFO / Controller, you will own a roster of up to 30 clients. You will work from your home office, meeting with each client three times a month ( ~60 hours/month of client-facing time ). The rest of your 40–45 hour work week is spent prepping, analyzing files, and collaborating with your internal HTM advisor team. We are looking for an insightful human being who enjoys helping small business owners make courageous decisions based on financial reality, rather than letting their feelings run the show. We handle 100% of the marketing and sales. You are not hunting for clients; you are building deep, consultative relationships with the business owners assigned to your roster.

Requirements

• A strong background in financial and/or accounting roles.
• A business degree, preferably with an emphasis in accounting or finance.
• Hands-on FP&A experience, including creating budgets and financial forecasts.
• Proven experience advising under-capitalized, financially illiterate small business owners.
• Must be able to explain the 'sources and uses of cash' in plain English.
• Ability to spot balance sheet trends that indicate risks of non-compliance with federal/state remittances.
• Ability to identify P&L deficiencies, and present clear solutions.
• Must reside in: AZ, CO, FL, GA, IL, MD, MI, NC, NJ, NY, PA, TX, VA, WA.

Nice To Haves

• Prior law firm management experience is not required; training will be provided.
• High EQ
• Authentic human beings

Responsibilities

• Own a roster of up to 30 clients.
• Work from your home office.
• Meet with each client three times a month.
• Prep, analyze files, and collaborate with your internal HTM advisor team.
• Connect the financials to the client’s personal motivations, helping them take the action necessary to achieve their goals.
• Test assumptions, question beliefs, call out B.S., and use your own life experience (and humor) to guide clients.
• Explain the 'sources and uses of cash' in plain English.
• Spot balance sheet trends that indicate risks of non-compliance with federal/state remittances.
• Identify P&L deficiencies, and present clear solutions.

Benefits

• Outstanding medical, dental, and vision insurance for you and your family (75% company-covered).
• Short-term and long-term disability insurance provided at zero cost to you.
• 401(k) match up to 3.5%.
• Pet insurance.
• Legal coverage.
• Unlimited PTO.
• Employee Assistance Program (EAP).
• Company is entirely closed the week of Thanksgiving.
• Required to schedule one additional full week off per year.
• Free access to training and personal/professional development programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level