Our client is seeking a business-minded leader to take ownership of the financial and operational side of a well-established professional services organization. This is a hands-on, high-impact role for someone who enjoys understanding the numbers, improving how the business operates, and serving as a trusted partner to senior leadership.
This is not a traditional accounting or office management position. The ideal candidate can connect financial performance to day-to-day operations and turn data into practical business decisions.
What You'll Own
Financial & Business Performance
- Analyze P&Ls, financial reports, budgets, forecasts, and business trends.
- Identify variances, risks, opportunities, and the underlying causes behind financial results.
- Oversee billing, collections, profitability, pricing, discounts, and financial performance.
- Evaluate vendor agreements, contracts, and operating expenses.
- Provide senior leadership with clear analysis and actionable recommendations.
Operations & Process Improvement
- Identify opportunities to improve efficiency, profitability, and client service.
- Review and improve administrative and operational processes.
- Manage relationships with vendors and outside professionals.
- Partner across technology, facilities, insurance, and other areas of business operations.
- Take ownership of initiatives from analysis through implementation.
Executive Business Partnership
- Serve as a trusted business resource and sounding board to the Managing Partner and senior leadership.
- Prepare analysis and recommendations to support business decisions and investments.
- Support Executive Committee meetings with materials, logistics, follow-up, and action items.
- Handle sensitive business information with a high degree of discretion and professionalism.
What We're Looking For
- 10+ years of progressive experience in business management, operations, finance/administration, or a related leadership role.
- Bachelor's degree in Business Administration, Finance, Accounting, or a related field.
- Strong experience with P&L management, budgeting, forecasting, financial reporting, and financial analysis.
- Ability to look beyond the numbers and understand their impact on the overall business.
- Experience driving process improvements and working cross-functionally.
- Strong vendor and contract management experience.
- Comfortable working directly with senior executives and influencing business decisions.
- Excellent judgment, organization, communication, and follow-through.
- Strong Excel and financial reporting skills.
Preferred, but not required:
- Law firm or professional services experience.
- Insurance defense or litigation-focused environment.
- Experience with legal billing, practice management, or financial systems.
- Experience supporting a Managing Partner, C-suite executive, or Executive Committee.
Law firm experience is preferred, not required. We are also interested in strong Business Managers, Operations Directors, Firm Administrators, and professional-services leaders who have a strong financial and operational background.