Job Description

Controller / CFO

North Dallas Texas

Position Summary

Our client is a well-established privately held professional services organization serving major law firms and corporate clients nationwide. The company is seeking an experienced Controller / CFO to lead its financial operations and serve as a key business partner to the CEO and ownership team.

This is a highly visible hands-on leadership role with responsibility for accounting financial reporting P&L management budgeting forecasting cash flow internal controls and financial strategy.

Key Responsibilities

• Own the companys financial operations including accounting financial reporting budgeting forecasting and P&L management.
• Lead and oversee the month-end close and ensure accurate and timely financial reporting.
• Manage cash flow banking relationships credit platforms expense reporting and working capital.
• Develop financial models KPIs and reporting to support executive decision-making.
• Monitor revenue margins profitability expenses and overall financial performance.
• Oversee billing and collection of client-reimbursable/pass-through expenses.
• Serve as a senior financial point of contact for clients including resolving billing and invoice questions.
• Partner with the CEO on pricing commercial decisions growth opportunities and financial strategy.
• Maintain and strengthen internal controls financial processes and governance.
• Oversee tax regulatory banking and other external financial relationships.
• Lead develop and hold accountable a three-person accounting team.
• Improve financial systems and processes while maintaining a practical hands-on approach.

Qualifications

• 10 years of progressive finance and accounting leadership experience.
• Previous CFO VP Finance Controller or Controller-to-CFO experience.
• Demonstrated P&L ownership including budgeting forecasting and margin management.
• Strong experience with cash flow management banking financial reporting and internal controls.
• Hands-on experience in a lean accounting/finance environment.
• Excellent communication and interpersonal skills with the ability to work directly with executives ownership clients and outside advisors.
• High level of discretion and integrity when handling confidential financial and business information.
• Bachelors degree in Accounting Finance or related field.
• CPA and/or MBA preferred but not required.

Preferred Experience

• Professional services legal services or another project-based business.
• Experience with pass-through reimbursable or project-based billing.
• Experience working in a closely held or founder-led organization.
• Exposure to M&A diligence or corporate development activities.
• Demonstrated stability and longevity in previous finance leadership roles.

Ideal Candidate

The ideal candidate is a low-ego hands-on financial leader who is equally comfortable working through accounting details and advising the CEO on broader business decisions.

This individual should be comfortable picking up the phone to resolve a client billing question participating in the monthly close analyzing financial results and presenting recommendations to ownership. Strong judgment discretion communication and a high level of personal accountability will be critical to success.

Location: North Dallas Texas
Work Arrangement: In-office
Position Type: Full-Time

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