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CFO & Business Advisor | $182K+ OTE | Remote

Role overview

Qualifications

  • 8+ years of finance leadership experience in small and midsized businesses
  • Experience managing multiple client relationships simultaneously
  • Strong hands-on financial analysis, modeling, forecasting, budgeting, and cash flow management skills
  • Bachelor's degree or equivalent professional leadership experience

Responsibilities

  • Serve as the financial leader and business advisor for approximately 30 law firms
  • Review financial statements, investigate discrepancies, and identify opportunities
  • Build financial models, budgets, forecasts, cash flow plans, and KPI dashboards
  • Translate financial information into clear, practical recommendations for business owners

Key facts

Hard skills

Other skills

  • Budgeting
  • Forecasting
  • Communication
  • Decision Making
  • Teamwork

About the company

How To MANAGE a Small Law Firm logo

How To MANAGE a Small Law Firm

Business Consulting & Services

Happy lawyers make more money. And broke lawyers don’t do anyone any good…least of all their clients, their family or themselves. We are the leading, largest, biggest and best provider of outside Managing Partner, Chief Operating Officer (COO) and Chief Financial Officer (CFO) services exclusively for the solo and small law firm (single-shareholder) market. Whether you’re just starting out, you’re earning seven figures, or you’re somewhere in between… if you run a solo law firm and you are serious about growing your firm, making more money, and having fun in the process, you’ve come to the right place. We’ve worked with thousands of solo lawyers just like you and we’ve identified the common patterns and the challenges that hold most of them back. And we’ve seen that these obstacles evolve as the firm grows. That’s why we’ve divided our program based on the four distinct stages of law firm growth - so that you’re surrounded with lawyers that are grappling with the same challenges you are, and so that you’re provided with the resources you need to overcome them. Visit our website for more details! In addition, we present a variety of workshops, seminars, and CLE opportunities designed to help solo lawyers create wildly profitable law firms. If you’ll let us to brag for a moment, we’re pretty damn good at this. Don’t take our word for it - visit our website and see what our clients have to say. But in all honestly… we can’t take all of the credit for the massive success of our clients. What really makes our program so effective is the caliber of the community we’ve put together. As a member, you’ll be surrounded by solo lawyers just like you - motivated, entrepreneurial, smart, and ambitious. And thanks to our strictly enforced “NO ASSHOLES” policy, there’s a good chance that you’ll actually like some of these people! Iron sharpens iron, and joining this inspiring community will be among the best career decisions you’ve ever made!

Company details

Company typeSME
IndustryBusiness Consulting & Services
Company size51 - 200

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Job description

CFO & Business Advisor | $182K+ OTE | 100% Remote

Company: How To MANAGE a Small Law Firm (HTM)
Employment: Full-Time | W-2 Employee
Compensation: $110,000 Base + Performance Compensation | $182,000+ OTE

Location: Remote within AZ, CO, FL, GA, IL, MD, MI, NC, NJ, NY, PA, TX, VA, or WA.

About the Role

How To MANAGE a Small Law Firm (HTM) helps solo and small law firm owners build more profitable, financially sound businesses.

We're looking for a hands-on CFO & Business Advisor to serve as the financial leader and trusted advisor to approximately 30 law firm clients. You'll work directly with owners to improve pricing, margins, cash flow, and profitability while helping them make smarter decisions about hiring and growth.

HTM provides the clients, systems, and infrastructure. You focus on financial leadership and advising business owners—no prospecting, cold calling, or business development required.

This is a full-time W-2 position, not a 1099 consulting engagement or independent practice.

Important: Please Read Before Applying

We're looking for candidates with 8+ years of finance leadership experience advising or leading finance for small and midsized businesses, generally with $1M–$35M+ in revenue. You must also have direct experience managing multiple client relationships simultaneously.

Relevant backgrounds may include CFO, Fractional CFO, Outsourced CFO, Virtual CFO, or similar financial leadership roles.

This is a hands-on position. You must personally review financial statements, identify errors and inconsistencies, build financial models, develop forecasts, and turn financial data into actionable business strategies.

This is not a fit for candidates whose experience is primarily bookkeeping, month-end close, traditional controllership, or managing a finance team without personally performing the analysis and modeling. Candidates with primarily enterprise finance experience and limited SMB advisory experience are also unlikely to be a fit.

What You'll Do

  • Serve as the financial leader and business advisor for approximately 30 law firms.
  • Review financial statements, investigate discrepancies, and identify opportunities.
  • Build financial models, budgets, forecasts, cash flow plans, and KPI dashboards.
  • Help owners improve pricing, margins, cash flow, and profitability.
  • Advise on hiring, growth, and other important business decisions.
  • Translate financial information into clear, practical recommendations owners can act on.

What You Bring

  • 8+ years of finance leadership experience advising or leading finance for small and midsized businesses, generally in the $1M–$35M+ revenue range.
  • Experience managing multiple client relationships simultaneously.
  • A track record of working directly with business owners, founders, or senior leadership teams.
  • Strong hands-on financial analysis, modeling, forecasting, budgeting, and cash flow management skills.
  • Examples of helping businesses improve profitability, pricing, margins, or financial performance.
  • The ability to explain financial concepts clearly and provide practical business advice.
  • A bachelor's degree or equivalent professional leadership experience.
  • Willingness to complete a short, hands-on working session during the interview process.

Legal industry experience is not required.

Why Join HTM?

  • $182,000+ OTE: $110,000 base salary plus performance compensation.
  • No business development: We provide your client portfolio.
  • Full-time W-2 employment: No need to build or operate your own consulting practice.
  • 100% remote: Work from an approved state.
  • Comprehensive benefits: Medical, dental, and vision insurance with 75% of premiums paid by HTM; company-paid short- and long-term disability; 401(k) match; unlimited PTO; paid Thanksgiving-week shutdown; one additional mandatory paid week off; EAP; pet insurance; legal insurance; and professional development.
  • Established, growing company: HTM has been recognized on the Inc. 5000 list every year since 2013.

Ready to Make an Impact?

If you know how to analyze the numbers, advise business owners, and personally do the financial work that helps businesses become more profitable, we'd like to hear from you.

Do the CFO work you love. We'll bring you the clients. Apply today!

Location & Work Authorization: Applicants must reside in AZ, CO, FL, GA, IL, MD, MI, NC, NJ, NY, PA, TX, VA, or WA and be authorized to work in the United States without sponsorship. Applicants residing outside the U.S. cannot be considered.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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