Cfo Advisor

Summary

Join How To Manage A Small Law Firm as a fractional/timeshare CFO, providing financial expertise to small law firms across the US. You will work remotely, advising clients on financial strategies, analyzing financial statements, and helping them make data-driven decisions. This full-time role requires strong financial and accounting skills, experience with small business owners, and excellent communication abilities. The company offers a competitive salary, generous benefits, and opportunities for professional growth. While remote, occasional travel may be required for quarterly conferences. The ideal candidate is a highly motivated individual with a passion for helping small businesses thrive.

Requirements

• Have a very strong background in financial and/or accounting roles with a business degree, preferably with an emphasis in accounting or finance
• Have hands-on experience advising small business owners who are under-capitalized and not particularly financially literate
• 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 and 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 to get themselves out of crazy town
• Have hands-on FP&A experience
• Be able to lift up to 15 pounds at times
• Live in AZ, CO, FL, GA, IL, MD, MI, NC, NJ, NY, PA, TX, VA, or WA

Responsibilities

• Read, analyze, interpret, and make sense of clients' financials, spotting problems and opportunities
• Meet with clients (via Zoom or telephone) to help them understand their financials, face facts, present options, and hold them accountable for taking action
• Function as the CFO of assigned law firms
• Work remotely from your home office with up to 30 clients, meeting with each twice a month for about an hour
• Spend about an hour a month working on each client's file to prep, analyze, etc
• Participate in Pod Meetings to discuss shared roster, align on strategy, and compare notes
• Attend regularly scheduled all-team meetings for training and companywide communication
• Assess the completeness and integrity of data in clients' systems before making sense of what is happening in the business
• Persuade clients to invest in best practices regarding financial controls

Preferred Qualifications

• Possess a high degree of emotional intelligence
• Enjoy reading budget variances and trend reports

Benefits

• Base salary of $110,000 with performance-based compensation intended to reach $180,000 per year
• Medical, dental & vision for you & your family covered at 75%
• Short-term & long-term disability insurance at no cost
• Up to 3.5% match on your 401K
• Pet insurance
• Legal coverage
• E.A.P. program
• Unlimited PTO
• Opportunities for personal & professional growth
• Company closure for the week of Thanksgiving
• One additional week of paid time off per year
• Remote work
• Flexible hours