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Confidential · 2 weeks ago

Chief Financial Officer

Aurora, CO

Full-time

Onsite

Lead/Staff, Director/Executive

$150K/yr - $200K/yr

5+ years exp

Confidential is a forward-thinking Colorado Law Firm emphasizing innovative financial management and strategic growth. They are seeking a skilled CFO to develop and implement financial strategies that align with the firm's business goals, requiring expertise in financial management within the legal or medical industry.

Marketing & Advertising

Responsibilities

Lead GL, month-end close, consolidations, revenue recognition, and GAAP compliance

Deliver timely, accurate financial statements; manage annual reviews/audits and tax-prep coordination

Build rolling forecasts, annual budgets, cash flow modeling, and scenario analyses

Establish and enforce controls for client trust/IOLTA accounts, escrow, and suspense activity

Oversee case settlements lifecycle: settlement intake → lien verification → fee allocation → disbursement → 1099 reporting

Ensure compliant, auditable settlement disbursement workflows (client, provider, and firm fee distributions)

Oversee accuracy for lien resolution, medical pay/med‑pay, and regulatory/timing requirements

Own 1099‑NEC/MISC processes, W‑9 collection, backup withholding when applicable, and e‑filing readiness

Ensure accurate and timely local and state tax filings

Manage all business insurance programs such as cyber, professional liability, general liability, workers comp etc

Maintain internal controls, positive pay, treasury management, banking relationships, and merchant processing oversight

Ensure adherence to state bar trust accounting rules and applicable ethics requirements

Lead and mentor Accounting (AP/AR, payroll, billing/collections) and Case Settlements teams; set SLAs and KPIs

Optimize systems and data flow across accounting, case management, and banking platforms; drive automation and scale

Support executive decision-making (unit economics, staffing models, office expansion, vendor strategy)

Present monthly financials, KPIs, risks, and opportunities to executive leadership

Translate complex financial topics into clear, actionable insights for non-finance stakeholders

Oversee all accounting functions including payroll, AP/AR, tax planning, and auditing, ensuring compliance with legal and regulatory requirements

Own profitability and variance analysis, assessing where additional profit efficiencies can be achieved

Own and follow through on special projects as needed

Qualification

Financial managementFinancial modelingBudgetingForecastingCFO experienceERP systemsAccounting systemsMergersAcquisitionsLeadership skillsCommunication skillsStrategic decision-makingCollaborative approach

Required

Bachelor's degree in Finance, Accounting, or a related field

At least 5 years of experience in a CFO or senior financial management role, particularly in the Law or Medical/Healthcare industry

Demonstrated success in financial modeling, budgeting, forecasting

Experience with financial tools, ERP systems, and accounting systems

Solid leadership and communication skills with a collaborative approach to working cross-functionally

Ability to handle strategic decision-making related to financial investments, business expansion, and M&A

Preferred

Experience with mergers and acquisitions

Previous experience working in a fast-paced, growth-focused organization

Company

Confidential

Silicon Valley, California US, US

51-200 employees

Funding

Current Stage

Growth Stage

Leadership Team

Roshan Syed

Global Talent Partner

Company data provided by crunchbase