Woolsey Morcom Attorneys at Law · 5 hours ago
Financial Controller
Ponte Vedra, FL
Full-time
Onsite
Mid, Senior Level
$80K/yr - $110K/yr
7+ years expWoolsey Morcom Attorneys at Law is a law firm known for its extensive trial experience and commitment to client service. They are seeking a Financial Controller responsible for overseeing the firm’s financial integrity, managing the accounting function, and ensuring compliance with trust account regulations.
Law Practice
Responsibilities
Own and execute the monthly close process, including:
Journal entries, accruals, and adjustments
Review and Approve all bank, credit card, and balance sheet reconciliations
Prepare and deliver timely, accurate:
Profit & Loss statements
Balance Sheets
Cash Flow reports
Maintain a clean, well-structured QuickBooks environment that supports pod/team and practice-area reporting
Ensure financials are CPA-ready at all times
Provide final review and approval of payroll
Oversee payroll accuracy for:
Salaried and hourly employees
Contractors
Bonuses and incentives
Ensure proper classifications, accruals, and deductions
Partner with HR and Operations to ensure payroll changes are accurately reflected and controlled
Own financial governance of Ramp, including:
Spend policies
Card limits
Coding accuracy
Review and approve accounts payable batches
Establish and enforce approval matrices and segregation of duties
Monitor firm-wide spending trends and flag exceptions
Maintain oversight of all trust/IOLTA accounts
Ensure:
Proper segregation of client and firm funds
Review and approve trust reconciliations
Standardize financial reporting from legal teams related to settlements
Maintain audit-ready documentation for state bar and external reviews
Ensure Matter's financial data reconciles accurately to QuickBooks
Validate case cost tracking and cost recovery treatment
Support leadership with:
Pod-level expense visibility
Trend analysis and financial insights
Produce weekly cost advanced position reporting
Monitor contingent cases costs:
Reconcile costs advanced (Monthly)
Record costs that have been written off
Monitor LOC position and reporting requirements
Identify and escalate LOC risks proactively
Produce weekly cash position reporting
Monitor liquidity related to:
Payroll cycles
AP runs
Bonus timing
Identify and escalate cash flow risks proactively
Design, document, and maintain SOPs for:
Payroll
AP
Month-end close
Trust account oversight
Strengthen internal controls and reduce single-point-of-failure risk
Ensure consistency, accuracy, and accountability across financial processes
Serve as primary liaison with:
External CPA and tax firm
Banking partners
Bookkeeping partner
Manage or oversee bookkeeping, AP, or accounting support resources (internal or outsourced)
Translate financial data into clear, actionable insights for firm leadership
Qualification
Required
7+ years of progressive accounting experience
Prior Controller or senior accounting role, preferably in a law firm or professional services environment
Strong knowledge of: Trust/IOLTA accounting
Strong knowledge of: Internal controls
Hands-on experience with: QuickBooks
Hands-on experience with: Payroll systems
Hands-on experience with: Spend management tools (Ramp or similar)
Proven ability to manage complex workflows with accuracy and discretion
Preferred
Experience in personal injury or contingency-fee law firms
Benefits
Paid time off
Employee covered medical/vision/dental insurance
Company
Woolsey Morcom Attorneys at Law
At Woolsey Morcom Attorneys at Law, our commitment is simple: to take the fear out of the fight.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
John Bustamante
Partner
John Rockwell
Partner
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