Chief Financial Officer (CFO), Business Advisor – Fractional or Outsourced CFO Experience

This is a fully remote position, open to applicants in Arizona, +21 more locations.

📋 Description

• Act as the financial leader and trusted advisor for approximately 30 solo and small law firm owners.

• Provide guidance to clients on pricing strategies, margins, cash flow management, hiring practices, and business growth.

• Develop financial models, forecasts, and KPI dashboards.

• Clarify financial concepts in layman's terms and assist owners in implementing effective solutions.

• Help pinpoint and resolve issues related to pricing, unbilled hours, collections, and hiring profitability.

• Offer actionable insights based on analyses of utilization, realization, capacity, and revenue-per-head.

• Collaborate with a portfolio of potential clients supplied by HTM; no cold calling or prospecting required.

⛳️ Requirements

• Minimum of 8 years of experience in finance leadership roles.

• Proven experience working with multiple business owners or clients as a fractional, outsourced, or virtual CFO, consultant, or advisor.

• Background in advising clients on pricing, profitability, and cash flow decisions.

• Proficient in creating financial models, forecasts, and cash flow plans.

• Knowledge of utilization, realization, capacity, and revenue per head, ideally from sectors such as consulting, engineering, accounting, architecture, IT services, or similar industries.

• Track record of enhancing profitability, pricing, or margins for a client, with quantifiable outcomes.

• Candidates must be residents of one of the specified states.

• Must be authorized to work in the U.S. without the need for sponsorship.

• Profit First certification or a comparable mindset is highly advantageous.

• Legal industry experience is not a prerequisite.

🏝️ Benefits

• Medical, dental, and vision insurance with 75% coverage provided by HTM.

• 401(k) matching program.

• Unlimited paid time off (PTO).

• Additional compensation for each client served, with a maximum of 30 clients.

• Fully remote work environment.

• Occasional travel to U.S. events a few times each year.