Chief Financial Officer (CFO)

Department: Management

Employment Type: Full Time

Location: California

Compensation: $150,000 - $275,000 / year

Description

We are a high-performing, fast-growing personal injury law firm located in the heart of Newport Beach, dedicated to fighting for justice on behalf of injured clients. Our firm is known for exceptional results, a client-centered approach, and a strong culture of professionalism and accountability. We are seeking a strategic, experienced, and results-driven Chief Financial Officer to lead our financial operations and support continued growth.
 
 The CFO will oversee all aspects of financial strategy, reporting, planning, and operations. This role requires a strong background in law firm or professional services finance, with a strategic mindset and hands-on leadership. The CFO will work closely with the owner and executive team to develop financial strategies that enhance firm profitability, ensure operational efficiency, and support long-term growth.

Responsibilities:

• Develop and implement financial strategies aligned with firm goals.
• Manage budgeting, forecasting, and financial analysis.
• Oversee cash flow management, trust accounting, and cost control.
• Lead monthly, quarterly, and annual financial reporting.
• Ensure compliance with all regulatory requirements, including IOLTA rules.
• Collaborate with partners on compensation planning, KPIs, and case profitability.
• Optimize billing, collections, financial systems and software.
• Manage relationships with banks, vendors, auditors, and insurance providers.
• Supervise and develop a finance team, including bookkeepers and analysts.
• Participate in external strategic engagements, including industry events and speaking opportunities.
• Identify and recommend strategies to mitigate financial risks and manage all insurance policies. 
• Respond to inquiries from financial partners and stakeholders.
• Provide strategic insight for growth initiatives, M&A opportunities, and new practice areas.

Qualifications:

• Bachelor's degree in accounting, finance, or a related field is required; CPA or MBA strongly preferred.
• Must have prior experience in a personal injury law firm setting, with working knowledge of marketing costs, operational expenditures, and revenue models specific to the industry.
• Proven experience in data-driven performance analysis, including tracking and interpreting costs vs. returns across departments and individual staff in personal injury casework.
• Strong knowledge of legal accounting, trust/IOLTA compliance, and case-based financial modeling.
• Proficient in legal practice management and accounting software (e.g., Clio, QuickBooks, NetDocuments).
• Excellent analytical, communication, and leadership skills.
• Strategic thinker with the ability to execute tactical plans.

Benefits:

• 401(k) 
• Dental insurance
• Health insurance
• Vision insurance
• Life insurance
• Paid time off