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Chief Financial Officer

Company: Crisp Recruit
Location: Newport Beach
Posted on: April 17, 2024

Job Description:

Are you a visionary financial leader, ready to steer the fiscal strategy of a fast-growing, multi-state law firm?
Do you possess a blend of analytical prowess and operational expertise, capable of guiding a dynamic organization through ambitious financial targets?
Are you adept at harnessing financial insights to drive strategic decisions and foster sustainable growth?
Can you build and lead a high-performing team, setting the gold standard for financial excellence in the legal industry?
Final question: When faced with a challenge, do you get excited or run away?
** IMPORTANT: TO APPLY **
If you have any questions, please email recruit@crisp.co only.
Please do not reach out through our website's contact information (telephone, email, or web chat) or via direct messaging on any social media platform.
To Apply: Submit your application by clicking the "Apply" button and applying on the Crisp Recruit page that opens.
**RECRUITERS DO NOT CONTACT**
At Sweet James, our journey is more than a narrative of legal victories; it's a testament to our dedication to justice and excellence in client service. Founded on the principles of integrity, compassion, and tenacity, Sweet James has rapidly expanded its footprint, helping thousands of clients achieve the justice they deserve. Our commitment to excellence has not only fueled our growth but also positioned us as a leader in personal injury law across multiple states.
With hundreds of team members, and well into the nine figures in revenue and eyes set to hit ten figures in the next couple of years, our trajectory is one of impressive growth and expansion. Additionally, our firm is poised to break into the several markets, adding to our established presence in California, Arizona, and Nevada. This role requires a financial maestro who thrives in a complex, fast-paced environment.
As our CFO, you will be the financial linchpin of Sweet James, responsible for orchestrating our financial strategy and operations. Your mission will be to build and manage robust financial systems that support our rapid expansion, ensuring the financial stability and growth of our firm. Reporting directly to firm ownership, you will lead a sizable accounting department and play a pivotal role in our executive team. Your expertise will be essential in navigating the complexities of a contingency-based practice across multiple states, driving operational excellence and financial integrity.
What You'll Do:


  • Financial Governance and Oversight: Oversee a comprehensive accounts payable and receivable system to ensure the firm's cash flow is managed with precision, ultimately maintaining complete P&L responsibility, assessing consolidation opportunities for cost-saving without compromising quality.
  • Financial Reporting: Lead the development and implementation of detailed financial reports (weekly, monthly, QTD, and YTD), providing critical data to guide the firm's decisions.
  • Budget Management: Craft and manage the firm's budget, carefully balancing expenses and revenues to support strategic objectives.
  • Process Improvement: Spearhead the creation of Standard Operating Procedures (SOPs) and enhance financial controls, setting a high standard for financial operations across the board.
  • Vendor Contracts and Management: Serve as the primary negotiator for vendor contracts, ensuring terms are favorable and support the firm's financial health.
  • Team Leadership: Work closely with the executive team and department heads to bolster the firm's profitability and operational efficiency.
  • Risk Management: Ensure the firm adheres to legal and regulatory standards, minimizing financial risks.
  • Audit Preparation: Lead preparations for internal and external audits, ensuring all financial records are meticulous and compliant.
  • Cost Control: Identify opportunities to optimize costs without compromising service quality, enhancing the firm's financial performance.
  • Market Expansion: Research and oversee expansion into new markets
  • KPI Accountability:

    • Quantitative:

      • Profitability %
      • Revenue

      • Qualitative Projects:

        • Develop strong reporting
        • Predictive analytics
        • Move to "Intact" (from Quickbooks) as a platform



          What We're Looking For:

          • Experience: At least 8 years in a CFO role, with a proven track record of managing $500M+ in revenue, preferably in high-volume sectors such as software, technology, or legal services.
          • Education: Bachelor's degree in Finance or a related field, with a preference for candidates who possess additional certifications or qualifications.
          • Skills: Exceptional financial acumen, strategic insight, and the ability to lead a large, dynamic team. Proficiency in QuickBooks, Intact, Salesforce, or similar platforms is essential.
          • Innovation: A leader who is adept at leveraging technology and AI to drive growth and efficiency, with experience in firm acquisitions and predictive analytics.
          • Cultural Fit: A commitment to the values that define Sweet James: integrity, compassion, and relentless pursuit of justice.

            Why You Should Work Here:

            • Dynamic Pace:

              • Immerse yourself in a setting where dedication meets agility. Our ethos is work-centric, ensuring tasks are seen through completion, mirroring the ebbs and flows of the legal industry's demands.

              • Growth and Evolution:

                • You'll be a key player in a growing and scaling business, where the excitement of building and innovating in real-time is a daily reality.

                • Culture of Grit:

                  • Here, tenacity, responsiveness, and self-driven ambition are the cornerstones of success.

                  • Autonomy and Empowerment:

                    • We value self-sufficiency and the ability to autonomously navigate through challenges.

                    • Entrepreneurial Spirit:

                      • Embrace a start-up mentality within a supportive structure, where adding value, evolving processes, and pivoting strategies are part of the norm.

                      • Continuous Improvement:

                        • Join a team that believes in constant evolution. Stagnation is not an option; we are always moving forward.


                          Benefits and Perks:

                          • 401k with company match
                          • Generous paid time off
                          • Employer sponsored health, vision, and dental insurance
                          • Competitive Salary: We are committed to offering competitive compensation that aligns with the expertise and experience our candidates bring to the table. For the role of Chief Financial Officer, the salary is $300,000 - $400,000 annually, commensurate with experience and qualifications.

                            Join Our Team:
                            At Sweet James, the role of CFO transcends the traditional confines of financial stewardship; it's about embodying the spirit of a trailblazer in a firm that's not just practicing law, but reshaping its very foundations. This position offers the unique opportunity to be at the heart of a legal revolution, driving strategic growth and ensuring financial resilience across a rapidly expanding, multi-state operation. Here, your expertise will not only safeguard our fiscal health but also fuel our mission to deliver justice and outstanding service to those in need.
                            You will be instrumental in crafting strategies that propel us into new markets and elevate our practice to unprecedented heights. If the prospect of playing a pivotal role in a dynamic, innovative environment ignites your passion, and you're eager to leave a lasting impact on the legal industry, then Sweet James is your stage for an extraordinary career adventure. We warmly invite ambitious, forward-thinking leaders to embark on this exciting journey with us, charting a course towards a future where our collective achievements redefine what's possible in the realm of legal advocacy.

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Keywords: Crisp Recruit, Santa Ana , Chief Financial Officer, Accounting, Auditing , Newport Beach, California

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