Chief Financial Officer (CFO)

Who Is Our Client?

Our client is a national full-service law firm with a strong presence across multiple U.S. markets, recognized for delivering strategic legal counsel and litigation support to insurers, businesses, government entities, and professionals.

What Is Our Client Looking For?

Our client is seeking a strategic and hands-on Chief Financial Officer (CFO) to lead the firm’s financial operations, support executive leadership, and drive financial performance across a multi-state legal platform. The ideal candidate brings strong law firm finance experience, a collaborative leadership style, and the ability to support long-term growth, operational efficiency, and profitability.

Tasks & Responsibilities

Executive Financial Leadership

• Serve as a strategic advisor to firm leadership on financial performance, profitability, and long-term planning.
• Lead annual budgeting, rolling forecasts, and multi-year financial planning.
• Present clear, concise financial reporting and insights to partners and executive leadership.
• Support strategic initiatives including geographic expansion and lateral growth.

Insurance Defense Economics & Performance

• Oversee financial performance of insurance defense matters, with a focus on utilization, realization, collections, and margin management.
• Monitor rate structures, carrier guidelines, write-offs, and profitability by client, practice group, and office.
• Identify revenue leakage and develop strategies to improve margins while remaining competitive in the insurance defense market.
• Partner with operations and practice leadership to align staffing models with case economics.

Accounting, Cash Flow & Controls

• Oversee all accounting and finance functions, including billing, AR/AP, general ledger, trust accounting, and monthly close.
• Manage cash flow, working capital, and banking relationships.
• Ensure strong internal controls and compliance with applicable regulations.
• Lead annual audits, tax filings, and coordination with external advisors.

Partner Economics & Compensation Support

• Provide financial analysis and support for partner compensation models, capital accounts, and draws.
• Support leadership in evaluating compensation structures and equity considerations.
• Maintain discretion and professionalism in all partner-related financial matters.

Multi-State Operations & Infrastructure

• Oversee financial implications of multi-state operations, including payroll, taxes, and benefits.
• Partner with HR and Operations on benefits strategy, workforce planning, and compliance.
• Support finance, billing, technology system enhancements to improve efficiency and scalability.

Team Leadership

• Lead, mentor, and develop the finance and accounting team.
• Build scalable processes and a culture of accountability, accuracy, continuous improvement.

Skills & Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• Between 5-10 years of progressive financial leadership experience.
• Prior working experience in a law firm.
• Demonstrated understanding of insurance defense or rate-driven litigation practices.
• Experience supporting multi-state operations and distributed workforces.
• Strong knowledge of law firm financial metrics, billing practices, and partner economics.
• Strategic, business-oriented finance leader with strong executive presence.
• Comfortable advising and influencing firm owners and senior partners.
• Able to communicate complex financial concepts clearly to non-financial stakeholders.
• Hands-on, collaborative, and solutions-focused leadership style.
• High level of integrity, discretion, and professionalism.