Chief Financial Officer

Key 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

Qualifications

• 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