Chief Financial Officer

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Company: Lowndes

Location: Orlando, FL 32828

Description:

Essential Duties and Responsibilities:

  • Collaborate with Chief Operating Officer and the firm's President/CEO to develop and present comprehensive, timely financial reports and analyses for firm leadership and shareholders
  • Collaborate with COO to establish, monitor, and implement financial policies and procedures
  • Lead Accounting Department of 10+ members, overseeing all accounting functions and providing mentorship and guidance
  • Develop the fiscal year operating and long-term capital budgets, and monitor and report on variances
  • Prepare complex financial reports, forecasts, and analyses, monthly and on an ad hoc basis
  • Maintain internal control processes over all accounting functions
  • Manage banking relationships
  • Manage trust account operations in conformance with accepted firm practices and Florida Bar rules
  • Work directly with the firm's CPA on tax planning and year-end tax preparation, to ensure tax objectives are met
  • Responsible for annual retirement plan audit, required plan testing and preparation of related form 5500's
  • Oversee the year-end close of books and all related compliance reporting and taxation
  • Manage utilization of accounting and billing software platform


Education and Experience:

Bachelor's degree in accounting, finance or business required; CPA or MBA preferred. Minimum of 10+ years of supervisory experience in a law firm or professional services environment required. Experience with Aderant accounting system and other legal related software, including dashboards, intake, budgeting, etc. preferred.

Skills/Abilities:

  • Strong administrative, management and leadership skills. Capable of working with limited direction, providing leadership and strategic guidance to the accounting team
  • Demonstrated ability to think analytically, problem solve, exercise good judgement, make decisions and initiate action
  • Proficient with cost accounting concepts necessary to analyze profitability of various practice groups, clients, etc.
  • Strong interpersonal skills to create an atmosphere of mutual respect, trust, openness, encourage resourcefulness, and collaborate as a team
  • Advanced skills in Microsoft Office 365 suite, particularly in Excel, required. Working knowledge of legal document management systems preferred
  • Effective and professional level communication skills (written and oral), in order to effectively communicate with attorneys, staff, clients, and vendors.


Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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