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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, forecasting, and KPI management, with a focus on advising clients in the legal sector. Proven ability to translate complex financial data into actionable insights and recommendations for small business owners.
Highest-signal resume keywords
Financial AnalysisForecastingKPI ManagementClient Relationship ManagementCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Statement AnalysisProfitability ImprovementCash Flow ForecastingDashboard DevelopmentRisk Identification
Soft Skills
CoachingAccountabilityCommunication
Industry Keywords
Controller ExperienceSenior-Level AccountingProfessional ServicesLaw Firm ExperienceSmall Business Experience
About the role
Key responsibilities & impact- Lead monthly 1:1 financial strategy calls with clients
- Analyze financial statements, KPIs, profitability, and cash flow
- Build and interpret financial dashboards
- Prepare short-term cash flow forecasts and identify risks
- Turn financial data into clear, actionable recommendations
- Coach clients toward stronger financial habits and accountability
- Advise a roster of 40 solo law firm owner clients as part of a Fractional Executive Team
Requirements
What you’ll need- Controller or senior-level accounting/finance experience
- Strong financial analysis, forecasting, KPI, and dashboard experience
- Proven results improving profitability, cash flow, or expenses
- Experience managing teams or client relationships
- Strong communication skills and the ability to explain financials simply
- Small business or entrepreneurial experience strongly preferred
- Professional services or law firm experience is a plus
- Must reside in AZ, CO, FL, GA, ID, IL, LA, MD, MI, MO, NC, NE, NJ, NY, OH, OR, PA, TN, TX, VA, WA, or WV
- Some evening availability and travel required
Benefits
Comp & perks- Remote work arrangement
- Full-time employment
- Some evening availability and travel required