Position Overview:
The Chief Financial Officer (“CFO”) will be responsible for the overall financial management of the Firm, including day-to-day responsibility for planning, implementing, managing, and controlling all financial-related activities of the Firm and a critical member of the firm’s leadership team. This will include responsibility for accounting, finance, forecasting, budgeting, financial analysis, payroll, and institutional financing. The CFO will report to the Firm’s Managing Partner and Executive Committee and work closely with and support the Firm’s other committees, including the Firm’s Audit Committee, Budget Committee, and Distribution Committee, and other members of Firm management.

Essential Functions:
•    Manage the preparation and communication of weekly, monthly, quarterly, and annual financial statements.
•    Manage month-end close process, constantly reviewing procedures while eliminating inefficiencies.
•    Review all month-end closing activities, including general ledger accounts, balance sheet accounts, and overhead cost allocation.
•    Attend partnership meetings as required.
•    Provide regular and timely analysis regarding profitability and revenues to accomplish effective business planning and evaluation.
•    Initiate proactively and actively participate in finance and business planning discussions at the firm and the Practice Group level.
•    Oversee the budgeting and forecasting process, including developing and monitoring annual operating and capital budgets and business plans, keeping management apprised of relevant variances, and recommending modifications to maintain compliance with parameters established to maximize profitability and firm stability.
•    Serve as a strategic business partner and trusted advisor to the firm’s Managing Partner, Executive Committee, and firm leadership to provide regular analysis and evaluation regarding operational issues and industry and competitive conditions.
•    Enhance and implement financial and accounting systems, processes, tools, and control systems, business intelligence systems, electronic billing systems, accounts payable/receivables systems, and time entry systems.
•    Manage cash flow planning process and ensure funds availability.
•    Oversee weekly cash management.
•    Support outstanding banking relationships and strategic alliances with vendors and business partners.
•    Review and analyze monthly financial results and provide recommendations.
•    Create and establish yearly financial objectives that align with the firm’s plan for growth and expansion.
•    Assess and evaluate the firm’s financial performance concerning long-term goals, budgets, and forecasts.
•    Manage processes for financial forecasting, budgets, and reports to Firm management.
•    Develop and maintain the monthly operating budget and annual operating budget.
•    Provide leadership continuously for short and long-term strategic financial objectives.
•    Review and ensure the application of appropriate internal controls, financial procedures, and risk management procedures, including the firm’s insurance coverages.
•    Provide recommendations to enhance financial performance and business opportunities strategically.
•    Ensure that effective internal controls are in place and ensure compliance with applicable financial accounting standards and applicable federal, state, and local regulatory and tax reporting laws.
•    Serve as a key point of contact for external auditors; Manage preparation and support of all external audits. 
•    Recruit, interview, hire and supervise finance, accounting, and payroll staff.
•    Develop and maintain job descriptions for finance, accounting, and payroll staff and monitor and optimize finance, accounting, and payroll staffing levels.

Education and Experience:
•    CPA is required.
•    Minimum of 10 years of experience in senior administrative roles for sophisticated professional services firms.  
•    Experience in a law firm is strongly preferred but not required. 
•    Track record of working effectively in a fast-paced, multi-authority, and multi-office environment.
•    Demonstrated experience identifying organizational needs and driving change positively that ensures consistently high client service, even during changes in process or procedure.
•    Managerial/supervisory experience.
•    Knowledge of applicable local, state, and federal rules and laws.

Key Skills and Competencies:
•    Excellent organization skills, acute attention to detail, and ability to handle multiple tasks in a fast-paced and time-sensitive environment.
•    PC proficiency (Windows environment) and strong working knowledge of Excel are required.
•    Aderant Enterprise legal software experience required.
•    Familiarization with PCI 4.0 requirements.
•    Ability to make effective and persuasive presentations to executive management on controversial or complex topics.
•    High integrity and dependability with a strong sense of urgency and results orientation.
•    Polished, professional presence that engenders trust and confidence from all firm members.
•    Exceptional diplomatic skills and the pragmatic ability to work with a true partnership in a professional services environment.
•    Proven business and analytical skills, including synthesizing data, identifying trends, and making thoughtful and creative recommendations to address immediate or potential issues.

Physical Demands:
•    The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully, including lifting/carrying up to 10 pounds, typing/using a keyboard, and writing by hand.
•    The employee is regularly required to talk or hear. Specific vision abilities required by this job include close and distance vision, color vision, and the ability to adjust focus.
•    This job description describes the general nature and level of work being performed by individuals assigned to this position. It is not intended to include all duties and responsibilities.