Cfo Advisor

Summary

Join How To Manage A Small Law Firm as a fractional/timeshare CFO, providing financial guidance to small law firms. You will analyze financial statements, advise clients on financial decisions, and help them achieve their goals. This remote, full-time position offers a base salary of $110,000 with potential for performance-based bonuses up to $180,000. The role requires strong financial and accounting expertise, experience with small business owners, and excellent communication skills. The company offers a generous benefits package, including health insurance, disability insurance, 401k matching, unlimited PTO, and professional development opportunities. Flexibility and a sense of humor are highly valued.

Requirements

• Have a very strong background in financial and/or accounting roles
• Possess a business degree, preferably with an emphasis in accounting or finance
• Have hands-on experience advising under-capitalized and financially illiterate small business owners
• Be able to spot and explain (in plain English) the sources & uses of cash to a business owner who does not know what “sources & uses of cash” means
• Be able to recognize when & why there is a risk of non-compliance with requisite federal & state remittances based on trends in the balance sheet
• Be able to identify where there is a deficiency in performance on the P&L, present multiple approaches for correcting the issue and be prepared to hold the client accountable for taking the necessary steps
• Be prepared to discuss the joy derived from creating budgets and financial forecasts
• Have hands-on FP&A experience
• Live in AZ, CO, FL, GA, IL, MD, MI, NC, NJ, NY, PA, TX, VA, or WA
• Be able to lift up to 15 pounds at times
• This is a full-time position

Responsibilities

• Read, analyze, interpret, and make sense of client financials
• Spot problems and opportunities in client financials
• Meet with clients (via Zoom or telephone) to discuss findings
• Help clients face facts and make data-driven decisions
• Present options and lay out plans with clients
• Hold clients accountable for taking agreed-upon actions
• Help clients find the courage, clarity, and commitment to implement plans
• Work remotely from your home office with up to 30 clients
• Meet with each client twice a month for about an hour
• Spend about an hour a month working on each client's file
• Participate in pod meetings to discuss shared roster and strategy
• Attend regularly scheduled all-team meetings for training and communication
• Occasionally travel to attend live client meetings
• Function as the CFO of assigned law firms

Preferred Qualifications

Prior law firm management experience (not required)

Benefits

• Base salary of $110,000 with performance-based compensation up to $180,000 per year
• Medical, dental & vision insurance for you & your family (75% covered)
• Short-term & long-term disability insurance (no cost)
• 401k matching (up to 3.5%)
• Pet insurance
• Legal coverage
• EAP program
• Unlimited PTO
• Opportunities for personal & professional growth
• Company closure for Thanksgiving week
• One additional week of paid time off per year
• Remote work
• Flexible hours