Director of Treasury
TopDog Law · United States · 1 mo ago
RemoteRemoteSales$155k–$195k/yrFull-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include only sections with real specific content. We must not repeat job title as heading. No Job ID. Remove boilerplate: EEO, disclaimer, AI notice, contact info, etc. Also remove "Our Story" maybe? The posting includes "Our Story TopDog Law is not your typical law firm..." That's about the company; could be considered "About the role"? Actually "About the role" is typical heading for role description. The "Our Story" is about company; we could put under "About the role" or maybe "About the company". But only allowed headings are listed; we can use "About the role" to include company overview and role summary. Must preserve all substantive information: responsibilities, requirements, qualifications, benefits, pay. Also "Who Thrives Here (Core Values)" maybe could be part of "Skills" or "Qualifications"? Probably we can include under "Skills" or "Qualifications". But we need to avoid filler like "commensurate with experience" in Pay section? Actually Pay section: they gave Base Salary: $155,000 - $195,000, commensurate with experience. The instruction: never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. They do state Pay: base salary range. So we can include Pay section with that range, but we must avoid filler like "commensurate with experience". We could include the range and maybe note that it's commensurate with experience? That is filler. Better to just output the range without that phrase. But we must preserve ALL substantive information; removing "commensurate with experience" might be considered removing substantive info? It's a qualifier but maybe considered filler. The instruction says never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", ...). So we should not include that phrase. We can still include the range. So Pay: $155,000 - $195,000.
Benefits: they list: Medical, dental, and vision insurance, 401(k) with company match, HSA, life insurance, disability coverage, paid time off, and parental leave. That's substantive.
Schedule: not mentioned. So we should not create Schedule section.
Responsibilities: we have a list under "What You Will Own". That's responsibilities.
Requirements: "Required: What You Bring" list.
Qualifications: maybe same as Requirements? Could combine. But we need to decide sections: About the role (company overview + role summary), Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay. We must avoid thin sections. Could combine Requirements and Qualifications into one? But we have both headings allowed. We could put Requirements as the list of required experience/education, and Qualifications as preferred qualifications (CPA, CTP, etc.) and Skills as language skills etc. However we need to ensure we don't create thin sections with little content. Let's see content:
- Required: Bachelor’s degree, 7+ years experience, leading treasury function, strong understanding cash management, etc. That's a decent list.
- Preferred: CPA, CTP, CFA, MBA is a plus. Spanish language skills a plus.
Thus we can have Requirements (mandatory) and Qualifications (preferred). Skills maybe include Advanced Excel, treasury management systems, etc. But those are already in required. Could treat Skills as separate for technical skills like Excel, treasury systems, ACH/wire, etc. But that may be thin.
Better: Use About the role (company overview + role summary), Responsibilities (What You Will Own), Requirements (Required: What You Bring), Benefits, Pay. That's enough. Avoid Qualifications and Skills sections if they'd be thin. However we have preferred qualifications (CPA etc.) and language skills; we could fold them into Requirements as "Preferred" bullet points. That's okay.
Thus sections: About the role, Responsibilities, Requirements, Benefits, Pay.
Now we need to strip boilerplate: Remove "Our Story TopDog Law is not your typical law firm..." but we need to keep substance about company culture, remote team, etc. That's part of About the role.
Also remove "Equal Opportunity Employer", disclaimer, AI notice, contact info.
Also remove "Who Thrives Here (Core Values)" maybe we can incorporate into About the role as culture description.
Let's extract substantive paragraphs:
Our Story: "Our Story TopDog Law is not your typical law firm. We're a nationally scaling personal injury firm built for impact and growth — owning the client experience end-to-end, from marketing and intake through litigation. We believe that world-class marketing, paired with exceptional legal talent and operations, creates better experiences and outcomes for clients and the business alike. Over the past three years, we've grown 2–3x year over year, setting a new standard on the marketing side of the personal injury space and proving what's possible when strategy, speed, and execution align. Now we're applying that same discipline and innovation to firm operations, case management, and national scale — intentionally building the infrastructure, systems, and teams to grow without sacrificing quality, culture, or accountability. We are a fully remote team that share trust, open communication, and a commitment to doing great work. If you love ownership, thrive in a fast-moving environment, and want to help build something exceptional, you'll feel right at home here."
The Opportunity: "TopDog Law is seeking a strategic and hands-on Director of Treasury to lead the firm’s treasury function and ensure the organization has the liquidity, cash visibility, banking infrastructure, and financial controls needed to support continued growth. This role will oversee daily cash management, banking relationships, cash forecasting, liquidity planning, Accounts Payable, Accounts Receivable, and treasury risk management. The Director of Treasury will partner closely with Accounting, Finance, Executive Leadership, and other business leaders to ensure capital is efficiently managed and financial decisions are supported by accurate, timely cash-flow information. This role will also support our Trust Operations department, which processes settlement receipts and disbursements. The ideal candidate is highly analytical, operationally minded, detail-oriented, and comfortable working in a fast-paced, high-growth environment. This person will build scalable treasury processes while remaining close to the day-to-day execution of the function."
What You Will Own: bullet list (we need to convert to
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include only sections with real specific content. We must not repeat job title as heading. No Job ID. Remove boilerplate: EEO, disclaimer, AI notice, contact info, etc. Also remove "Our Story" maybe? The posting includes "Our Story TopDog Law is not your typical law firm..." That's about the company; could be considered "About the role"? Actually "About the role" is typical heading for role description. The "Our Story" is about company; we could put under "About the role" or maybe "About the company". But only allowed headings are listed; we can use "About the role" to include company overview and role summary. Must preserve all substantive information: responsibilities, requirements, qualifications, benefits, pay. Also "Who Thrives Here (Core Values)" maybe could be part of "Skills" or "Qualifications"? Probably we can include under "Skills" or "Qualifications". But we need to avoid filler like "commensurate with experience" in Pay section? Actually Pay section: they gave Base Salary: $155,000 - $195,000, commensurate with experience. The instruction: never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. They do state Pay: base salary range. So we can include Pay section with that range, but we must avoid filler like "commensurate with experience". We could include the range and maybe note that it's commensurate with experience? That is filler. Better to just output the range without that phrase. But we must preserve ALL substantive information; removing "commensurate with experience" might be considered removing substantive info? It's a qualifier but maybe considered filler. The instruction says never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", ...). So we should not include that phrase. We can still include the range. So Pay: $155,000 - $195,000.
Benefits: they list: Medical, dental, and vision insurance, 401(k) with company match, HSA, life insurance, disability coverage, paid time off, and parental leave. That's substantive.
Schedule: not mentioned. So we should not create Schedule section.
Responsibilities: we have a list under "What You Will Own". That's responsibilities.
Requirements: "Required: What You Bring" list.
Qualifications: maybe same as Requirements? Could combine. But we need to decide sections: About the role (company overview + role summary), Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay. We must avoid thin sections. Could combine Requirements and Qualifications into one? But we have both headings allowed. We could put Requirements as the list of required experience/education, and Qualifications as preferred qualifications (CPA, CTP, etc.) and Skills as language skills etc. However we need to ensure we don't create thin sections with little content. Let's see content:
- Required: Bachelor’s degree, 7+ years experience, leading treasury function, strong understanding cash management, etc. That's a decent list.
- Preferred: CPA, CTP, CFA, MBA is a plus. Spanish language skills a plus.
Thus we can have Requirements (mandatory) and Qualifications (preferred). Skills maybe include Advanced Excel, treasury management systems, etc. But those are already in required. Could treat Skills as separate for technical skills like Excel, treasury systems, ACH/wire, etc. But that may be thin.
Better: Use About the role (company overview + role summary), Responsibilities (What You Will Own), Requirements (Required: What You Bring), Benefits, Pay. That's enough. Avoid Qualifications and Skills sections if they'd be thin. However we have preferred qualifications (CPA etc.) and language skills; we could fold them into Requirements as "Preferred" bullet points. That's okay.
Thus sections: About the role, Responsibilities, Requirements, Benefits, Pay.
Now we need to strip boilerplate: Remove "Our Story TopDog Law is not your typical law firm..." but we need to keep substance about company culture, remote team, etc. That's part of About the role.
Also remove "Equal Opportunity Employer", disclaimer, AI notice, contact info.
Also remove "Who Thrives Here (Core Values)" maybe we can incorporate into About the role as culture description.
Let's extract substantive paragraphs:
Our Story: "Our Story TopDog Law is not your typical law firm. We're a nationally scaling personal injury firm built for impact and growth — owning the client experience end-to-end, from marketing and intake through litigation. We believe that world-class marketing, paired with exceptional legal talent and operations, creates better experiences and outcomes for clients and the business alike. Over the past three years, we've grown 2–3x year over year, setting a new standard on the marketing side of the personal injury space and proving what's possible when strategy, speed, and execution align. Now we're applying that same discipline and innovation to firm operations, case management, and national scale — intentionally building the infrastructure, systems, and teams to grow without sacrificing quality, culture, or accountability. We are a fully remote team that share trust, open communication, and a commitment to doing great work. If you love ownership, thrive in a fast-moving environment, and want to help build something exceptional, you'll feel right at home here."
The Opportunity: "TopDog Law is seeking a strategic and hands-on Director of Treasury to lead the firm’s treasury function and ensure the organization has the liquidity, cash visibility, banking infrastructure, and financial controls needed to support continued growth. This role will oversee daily cash management, banking relationships, cash forecasting, liquidity planning, Accounts Payable, Accounts Receivable, and treasury risk management. The Director of Treasury will partner closely with Accounting, Finance, Executive Leadership, and other business leaders to ensure capital is efficiently managed and financial decisions are supported by accurate, timely cash-flow information. This role will also support our Trust Operations department, which processes settlement receipts and disbursements. The ideal candidate is highly analytical, operationally minded, detail-oriented, and comfortable working in a fast-paced, high-growth environment. This person will build scalable treasury processes while remaining close to the day-to-day execution of the function."
What You Will Own: bullet list (we need to convert to - ).
Required: What You Bring: bullet list.
Benefits: list.
Pay: Base Salary range.
We also have "Who Thrives Here (Core Values)" list: Embrace Change, Committed, No-Ego Energy, Ownership, Fast & Hungry. Could be included in About the role or maybe as a separate section "Culture" but not allowed headings. Could incorporate into About the role.
Now produce HTML:
About the role
... combine our story + opportunity + core values maybe.
Responsibilities
- ...
Requirements
- ...
Benefits
- ...
Pay
$155,000 - $195,000
Make sure not to include any filler like "commensurate with experience". Also ensure we don't repeat job title.
Now craft About the role paragraph: combine the story, opportunity, ideal candidate description, core values maybe.
Let's write:
TopDog Law is a nationally scaling personal injury firm built for impact and growth, owning the client experience end‑to‑end from marketing and intake through litigation. The firm believes world‑class marketing paired with exceptional legal talent and operations drives better client outcomes and business success, having grown 2–3× year‑over‑year over the past three years. It is now applying that same discipline to firm operations, case management, and national scale, intentionally building infrastructure, systems, and teams to grow without sacrificing quality, culture, or accountability. TopDog operates as a fully remote team that values trust, open communication, and a commitment to doing great work. The firm seeks a strategic, hands‑on Director of Treasury to lead the treasury function, ensuring liquidity, cash visibility, banking infrastructure, and financial controls to support continued growth. The role oversees daily cash management, banking relationships, cash forecasting, liquidity planning, accounts payable, accounts receivable, and treasury risk management, partners with Accounting, Finance, Executive Leadership, and other business leaders, and supports the Trust Operations department that processes settlement receipts and disbursements. Ideal candidates are highly analytical, operationally minded, detail‑oriented, and thrive in a fast‑paced, high‑growth environment, embracing change, showing commitment, practicing no‑ego energy, taking ownership, and moving fast and hungry.
That seems good.
Now Responsibilities: list from "What You Will Own". Let's extract each bullet:
- Lead the firm’s overall treasury function, including cash management, liquidity, banking, and payment operations.
- Develop and maintain short- and long-term cash flow forecasts to provide leadership with clear visibility into liquidity and funding needs.
- Monitor daily cash positions across bank accounts and entities and optimize the movement and allocation of cash.
- Manage banking relationships, including account structures, banking services, fees, credit facilities, and ongoing relationship management.
- Establish and maintain treasury policies, procedures, controls, and approval processes.
- Oversee cash disbursements, wires, ACH activity, transfers, and other treasury-related payment processes.
- Recommend and implement proper segregation of duties between IOLTA trust account activities and settlement accounting.
- Ensure appropriate controls are in place around bank access, payment authorization, segregation of duties, and fraud prevention.
- Partner with Accounting to ensure bank activity, cash balances, and treasury transactions are accurately recorded and reconciled.
- Analyze cash utilization, working capital, and liquidity trends and identify opportunities to improve cash efficiency.
- Support the development and implementation of treasury technology, banking platforms, and automation initiatives.
- Manage relationships with financial institutions and third-party treasury service providers.
- Evaluate banking products, investment options, and other financial services as appropriate to the organization’s needs.
- Assist with debt management, credit facilities, financing activities, and other capital structure initiatives.
- Develop and maintain reporting that provides leadership with actionable insight into cash balances, liquidity, forecast accuracy, and treasury activity.
- Identify and mitigate treasury-related risks, including fraud, counterparty, liquidity, interest-rate, and operational risks.
- Establish scalable treasury processes that can support TopDog Law’s continued growth and expansion.
- Partner cross-functionally with Finance, Accounting, Legal, Operations, and Executive Leadership on projects involving cash, banking, payments, and financial risk.
- Provide analysis and recommendations to senior leadership regarding liquidity, cash management, and treasury strategy.
- Lead, develop, and mentor treasury team members as the function grows.
- Take ownership of special projects and other strategic financial initiatives as needed.
Now Requirements: list from "Required: What You Bring". Let's extract each bullet:
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- 7+ years of progressive experience in treasury, corporate finance, banking, or a closely related function.
- Experience leading or managing a corporate treasury function in a high-growth or complex organization.
- Strong understanding of cash management, liquidity forecasting, banking operations, and treasury controls.
- Demonstrated experience managing banking relationships and financial institutions.
- Experience managing IOLTA accounts and knowledge of IOLTA compliance laws.
- Advanced Excel/Google Sheets skills with the ability to build and analyze complex cash-flow models.
- Experience with treasury management systems, banking platforms, ERP/accounting systems, or financial automation tools.
- Strong understanding of ACH, wire transfers, payment
About the role
... combine our story + opportunity + core values maybe.
Responsibilities
- ...
Requirements
- ...
Benefits
- ...
Pay
$155,000 - $195,000
Make sure not to include any filler like "commensurate with experience". Also ensure we don't repeat job title. Now craft About the role paragraph: combine the story, opportunity, ideal candidate description, core values maybe. Let's write:TopDog Law is a nationally scaling personal injury firm built for impact and growth, owning the client experience end‑to‑end from marketing and intake through litigation. The firm believes world‑class marketing paired with exceptional legal talent and operations drives better client outcomes and business success, having grown 2–3× year‑over‑year over the past three years. It is now applying that same discipline to firm operations, case management, and national scale, intentionally building infrastructure, systems, and teams to grow without sacrificing quality, culture, or accountability. TopDog operates as a fully remote team that values trust, open communication, and a commitment to doing great work. The firm seeks a strategic, hands‑on Director of Treasury to lead the treasury function, ensuring liquidity, cash visibility, banking infrastructure, and financial controls to support continued growth. The role oversees daily cash management, banking relationships, cash forecasting, liquidity planning, accounts payable, accounts receivable, and treasury risk management, partners with Accounting, Finance, Executive Leadership, and other business leaders, and supports the Trust Operations department that processes settlement receipts and disbursements. Ideal candidates are highly analytical, operationally minded, detail‑oriented, and thrive in a fast‑paced, high‑growth environment, embracing change, showing commitment, practicing no‑ego energy, taking ownership, and moving fast and hungry.
That seems good. Now Responsibilities: list from "What You Will Own". Let's extract each bullet: - Lead the firm’s overall treasury function, including cash management, liquidity, banking, and payment operations. - Develop and maintain short- and long-term cash flow forecasts to provide leadership with clear visibility into liquidity and funding needs. - Monitor daily cash positions across bank accounts and entities and optimize the movement and allocation of cash. - Manage banking relationships, including account structures, banking services, fees, credit facilities, and ongoing relationship management. - Establish and maintain treasury policies, procedures, controls, and approval processes. - Oversee cash disbursements, wires, ACH activity, transfers, and other treasury-related payment processes. - Recommend and implement proper segregation of duties between IOLTA trust account activities and settlement accounting. - Ensure appropriate controls are in place around bank access, payment authorization, segregation of duties, and fraud prevention. - Partner with Accounting to ensure bank activity, cash balances, and treasury transactions are accurately recorded and reconciled. - Analyze cash utilization, working capital, and liquidity trends and identify opportunities to improve cash efficiency. - Support the development and implementation of treasury technology, banking platforms, and automation initiatives. - Manage relationships with financial institutions and third-party treasury service providers. - Evaluate banking products, investment options, and other financial services as appropriate to the organization’s needs. - Assist with debt management, credit facilities, financing activities, and other capital structure initiatives. - Develop and maintain reporting that provides leadership with actionable insight into cash balances, liquidity, forecast accuracy, and treasury activity. - Identify and mitigate treasury-related risks, including fraud, counterparty, liquidity, interest-rate, and operational risks. - Establish scalable treasury processes that can support TopDog Law’s continued growth and expansion. - Partner cross-functionally with Finance, Accounting, Legal, Operations, and Executive Leadership on projects involving cash, banking, payments, and financial risk. - Provide analysis and recommendations to senior leadership regarding liquidity, cash management, and treasury strategy. - Lead, develop, and mentor treasury team members as the function grows. - Take ownership of special projects and other strategic financial initiatives as needed. Now Requirements: list from "Required: What You Bring". Let's extract each bullet: - Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field. - 7+ years of progressive experience in treasury, corporate finance, banking, or a closely related function. - Experience leading or managing a corporate treasury function in a high-growth or complex organization. - Strong understanding of cash management, liquidity forecasting, banking operations, and treasury controls. - Demonstrated experience managing banking relationships and financial institutions. - Experience managing IOLTA accounts and knowledge of IOLTA compliance laws. - Advanced Excel/Google Sheets skills with the ability to build and analyze complex cash-flow models. - Experience with treasury management systems, banking platforms, ERP/accounting systems, or financial automation tools. - Strong understanding of ACH, wire transfers, payment