Chief Financial Officer

Plona Partners; New York (NY); Ibrido; USD 550.000 - 750.000; Tempo pieno

Descrizione del lavoro

Plona Partners seeks a seasoned Chief Financial Officer to guide financial strategy and governance for a leading professional-services firm. Reporting to the COO, you will drive profitability, capital allocation, and firm-wide financial discipline while supporting major growth initiatives.

You will oversee FP&A, accounting, treasury, tax, and reporting across multiple offices, with a hybrid work model and a strong emphasis on executive leadership and integrity.

Competenze

• Minimum 15 years of progressively responsible financial leadership experience.
• CPA designation strongly preferred, or equivalent executive financial leadership background.
• Experience advising executive leadership or governing boards in a complex professional-services setting.
• Familiarity with AmLaw 100 firms or similar international law firm economics.
• Experience leading FP&A, accounting, treasury, tax, billing, and internal controls.

Mansioni

• Serve as principal financial advisor to executive leadership on strategy, performance, capital allocation, and risk.
• Shape annual and long‑term strategic plans aligned with growth objectives.
• Evaluate investments in practice expansion, lateral recruitment, office growth, tech, real estate, and potential combinations.
• Present actionable financial insights to partners, management committees, and senior executives.
• Oversee budgeting, multi‑year planning, forecasts, and scenario modeling.
• Lead global finance governance, reporting, treasury, and internal controls.

Formazione

Bachelor's degree in Finance, Accounting, Business Administration

MBA preferred

Executive leadership experience

Strategic financial planning

Advising executive leadership or boards

Descrizione del lavoro

Chief Financial Officer (CFO)

Reporting directly to the Chief Operating Officer, the CFO will serve as a trusted financial advisor to the firm's Chair, Managing Partner, Executive Committee, and Board. The successful candidate will bring the commercial judgment, operational discipline, and executive presence required to guide financial strategy, optimize profitability, strengthen financial infrastructure, and support major investment and growth decisions.

• Base Salary: $550,000–$750,000
• Primary Location: Nashville, Tennessee
• Alternative Locations: New York, Washington DC, Los Angeles, San Francisco, or Palo Alto
• Work Arrangement: Hybrid, three days onsite per week
• Standard Workweek: 35 hours, with flexibility appropriate to an executive leadership role
• Travel: Periodic travel to other firm offices and leadership meetings

Key Responsibilities

Enterprise Strategy & Executive Leadership

• Serve as the firm's principal financial advisor, partnering with executive leadership on strategy, financial performance, capital allocation, and enterprise risk.
• Help shape annual and long-term strategic plans, aligning financial priorities with firmwide growth objectives.
• Evaluate investments in practice expansion, lateral partner recruitment, office growth, technology, real estate, and potential strategic combinations.
• Present actionable financial insights to partners, management committees, and senior executives.

Financial Planning, Performance & Profitability

• Oversee annual budgeting, multiyear financial planning, rolling forecasts, and scenario modeling.
• Drive improvements in profitability, working capital, financial performance, and resource allocation.
• Establish meaningful KPIs, executive dashboards, and financial reporting frameworks.
• Partner with practice and office leadership to evaluate financial performance and growth opportunities.

Global Finance Operations & Governance

• Direct accounting, financial reporting, tax, treasury, audit, payroll-related accounting, and internal controls.
• Ensure accurate financial reporting and compliance across multiple jurisdictions.
• Oversee banking relationships, liquidity planning, capital management, and financial risk mitigation.
• Maintain rigorous governance standards and protect confidential partner, client, and firm financial information.

Revenue Cycle & Financial Systems

• Provide executive oversight of billing, collections, accounts receivable, work in progress, and revenue realization.
• Improve cash conversion and financial efficiency through stronger controls, reporting, and accountability.
• Lead modernization of financial systems, data architecture, business intelligence, and process automation.
• Evaluate opportunities to leverage AI, predictive analytics, and emerging technologies responsibly within finance operations.

Leadership & Organizational Development

• Lead and develop a sophisticated, multidisciplinary global finance organization.
• Establish clear performance expectations, succession planning, and leadership development initiatives.
• Build strong relationships across the firm's offices, practice groups, and administrative functions.
• Foster a culture of accountability, service excellence, operational efficiency, and continuous improvement.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or a related discipline; MBA preferred.
• CPA designation strongly preferred, although equivalent executive financial leadership experience will be considered.
• Minimum 15 years of progressively responsible financial leadership experience, including substantial experience advising executive leadership or governing boards.
• Significant experience within an AmLaw 100 firm, international law firm, partnership, or comparably complex professional-services organization strongly preferred.
• Comprehensive knowledge of law firm economics, including profitability, utilization, leverage, realization, working capital, and partner compensation structures.
• Demonstrated success leading finance functions encompassing FP&A, accounting, treasury, tax, billing, collections, financial systems, and internal controls.
• Experience driving organizational transformation, financial technology implementation, and operational improvements.