Chief strategy officer serp_jobs.h1.location_city

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

Avrek Law Firm is a trusted and highly regarded personal injury attorney. With a focus on achieving justice for their clients, they provide aggressive and thoughtful legal representation. If you have been injured in an accident caused by someone else's negligence, Avrek Law Firm is here to help you navigate through the legal process. Their experienced team understands the challenges faced by injured victims during this difficult time, as powerful private interests often stack the legal system against them. Avrek Law Firm levels the playing field by fighting for fair compensation for your injuries. They have a track record of success, having secured over $1 billion for their clients. Most importantly, they work on a contingency basis, meaning you won't pay anything until they win your case. Contact Avrek Law Firm today for a free consultation and let them fight for the justice you deserve.