What are the responsibilities and job description for the Chief Financial Officer position at Veritas Legal Plan, Inc?
About Veritas
Veritas Legal Plan provides affordable, structured legal protection for individuals and families facing financial pressure, particularly those dealing with unsecured debt, creditor actions, and related legal challenges.
The company was built from direct experience, recognizing that individuals under financial stress are often the least able to access legal support when they need it most. Veritas addresses that gap by offering predictable, membership-based access to vetted legal professionals and integrated protection services.
Today, Veritas operates with a focus on delivering measurable member outcomes, supporting financial recovery, and building systems that scale responsibly. With over 15 years of operational experience and a growing network of legal partners, the company is entering a phase where stronger financial infrastructure, visibility, and leadership are critical to continued growth.
The Role
We are hiring a hands-on CFO to take full ownership of the company’s financial function - from day-to-day accuracy to long-term strategy.
This role is ideal for someone who can build structure, improve visibility, and operate close to the numbers, while supporting executive decision-making.
If you’re looking for a purely high-level, boardroom-only CFO role, this is not it.
If you want real impact, and the ability to shape how a company runs financially, this is.
What You’ll Own
Financial Strategy & Visibility
- Work directly with CEO on financial planning, forecasting, and decision-making
- Build clear, reliable reporting that reflects business performance
- Identify inefficiencies and opportunities to improve margins and cash flow
Cash Flow & Banking
- Manage daily cash positioning across multiple accounts and entities
- Oversee fund transfers, reserves, and liquidity planning
- Maintain banking relationships and financial controls
Accounting & Reporting
- Own the general ledger and ensure GAAP-compliant financials
- Deliver accurate monthly, quarterly, and annual reporting
- Audit and clean up historical financial data where needed
Revenue & Billing Oversight
- Oversee case-based billing workflows to ensure accuracy and completeness
- Eliminate duplicate or missed revenue
- Improve tracking and reporting systems
Insurance & Risk
- Manage all company insurance programs (health, liability, workers comp, cyber, etc.)
- Evaluate coverage, renewals, and cost optimization
Tax & Compliance
- Coordinate with external accountants and actuaries
- Ensure timely tax filings and estimated payments
- Maintain compliance across multiple entities
Multi-Entity Financial Management
- Oversee bookkeeping, loan payments, and reporting across multiple companies
- Ensure compliance with leases, taxes, and operational obligations
Operational Support
- Act as financial point of contact for key vendors
- Support internal teams with financial clarity
What We’re Looking For
- 5 years in a senior financial leadership role
- Strong experience in cash flow management and operational finance
- Comfortable being hands-on
- Experience with multi-entity structures
- Strong understanding of GAAP
- Ability to build systems
- High ownership mindset
- Advanced Excel and QuickBooks proficiency
- Strong communication skills
Preferred
- Experience in legal or case-based environments
- CPA or MBA
Role Expectations
- Must operate strategically and tactically
- Must fix problems, not just report them
- Must be comfortable in a growing environment
Compensation
- $100,000–$115,000 annually, plus health, vision, and dental insurance, and a 3% company-matched retirement plan.
Salary : $100,000 - $115,000