What are the responsibilities and job description for the CFO position at Revelations Executive Search?
Job Title: Chief Financial Officer (CFO)
Location: Woodland Hills, CA
Job Type: Full-Time, On-Site
Industry: Personal Injury Law Firm
About Us
We are a dynamic and growing personal injury law firm located in Woodland Hills, CA, committed to delivering exceptional legal representation to our clients. We are seeking a strategic and detail-oriented Chief Financial Officer (CFO) with a strong background in law firm financial management and trust accounting to join our leadership team. This is a full-time, on-site position. Must be able to commute to Woodland Hills on a daily basis.
Position Summary
The CFO will oversee all financial and accounting activities of the firm, including strategic financial planning, budgeting, forecasting, financial reporting, and compliance. A key component of the role is managing client trust accounts in accordance with State Bar regulations, ensuring absolute compliance and integrity. The CFO will play a critical role in guiding the firm’s growth, ensuring financial stability, and providing financial insight to support executive decision-making.
Key Responsibilities
Oversee all aspects of the firm’s financial operations, including accounting, budgeting, cash flow, financial analysis, and reporting.
Manage and ensure full compliance with trust accounting rules, including accurate reconciliation, recordkeeping, and reporting in accordance with California State Bar requirements.
Develop and monitor financial strategies to support business growth and profitability.
Work closely with the managing partners and department heads to develop budgets and monitor performance metrics.
Prepare timely and accurate monthly, quarterly, and annual financial reports.
Implement and maintain internal controls to safeguard firm assets and ensure accurate financial reporting.
Liaise with external CPAs, auditors, banks, and other financial institutions.
Evaluate and implement technology solutions to streamline accounting operations.
Lead tax planning and compliance efforts.
Qualifications
Bachelor’s degree in Accounting, Finance, or related field (required).
CPA, MBA, or JD with financial management background (strongly preferred).
Minimum of 7–10 years of progressive financial leadership experience, preferably in a law firm setting.
Must have in-depth experience with legal trust accounting and IOLTA compliance.
Strong understanding of law firm financial operations, including contingency fee structures, case cost tracking, and settlement disbursements.
Proficiency with accounting software (e.g., QuickBooks)
Strong analytical, strategic thinking, and problem-solving skills.
Excellent leadership, interpersonal, and communication skills.
High level of integrity and dependability with a strong sense of urgency and results-orientation.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.