CFO, Business Advisor, VP of Finance, Director of Finance

How To MANAGE a Small Law Firm

. Serve as the financial leader and advisor for about 30 law firms .

Posted 10/27/2026full-timeRemote • United StatesLead💰 $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive finance leadership experience with a focus on financial analysis, modeling, and advising law firm owners on profitability and growth strategies. Proven ability to manage multiple client relationships and communicate complex financial concepts effectively.

Highest-signal resume keywords

Finance Leadership ExperienceFinancial AnalysisModeling And ForecastingClient Relationship ManagementProfit First Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingBudgetingForecastingCash Flow ManagementKPI Dashboard DevelopmentProfitability ImprovementPricing StrategyDiscrepancy InvestigationFinancial ReviewPractical Financial Advice

Soft Skills

Clear CommunicationAdvisory SkillsRelationship BuildingLeadership

Certifications & Qualifications

Profit First Certification

Industry Keywords

Professional ServicesLaw Firm AdvisoryStartup EnvironmentEntrepreneurial Environment

About the role

Key responsibilities & impact

Serve as the financial leader and advisor for about 30 law firms
Lead discovery calls with prospective clients and build reputation in the HTM community
Review financials, investigate discrepancies, and identify opportunities
Build models, budgets, forecasts, cash flow plans, and KPI dashboards
Advise law firm owners on pricing, margins, hiring, and growth
Travel to U.S. events a couple of times a year for training and client networking
Help solo and small law firm owners build more profitable businesses

Requirements

What you’ll need

8+ years of finance leadership experience as a CFO, VP of Finance, Director of Finance, Director of FP&A, or similar
Experience managing multiple client relationships simultaneously, or balancing multiple business lines, divisions, or geographies in an internal leadership role
Hands-on experience reviewing financials, building models and forecasts, and turning financial analysis into practical advice
Track record working directly with owners, founders, or senior leaders
Strong analysis, modeling, forecasting, and cash flow skills
Examples of improving profitability, pricing, or margins
Clear communication that turns financial concepts into practical advice
A bachelor’s degree or equivalent leadership experience
Willingness to complete a short, hands-on working session in the interview process
Applicants must reside in Arizona, Colorado, Florida, Georgia, Illinois, Maryland, Michigan, North Carolina, New Jersey, New York, Pennsylvania, Texas, Virginia, or Washington
Applicants must be authorized to work in the U.S. without sponsorship
Experience in professional services is a strong advantage
Experience in a startup or entrepreneur-heavy environment is a strong advantage
Profit First certification is a strong advantage

Benefits

Comp & perks

Medical, dental, and vision insurance (75% paid by HTM)
Disability coverage
401(k) match
Unlimited PTO
Paid Thanksgiving-week shutdown
One additional paid week off
Employee Assistance Program (EAP)
Pet insurance
Legal insurance
Professional development
Portfolio of potential clients provided
100% remote work
W-2 employee status with benefits