Financial Controller

Woolsey Law PLLC; Jacksonville (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

Woolsey Law PLLC in Jacksonville, FL seeks a hands-on Controller to manage and strengthen the firm’s accounting function. You will ensure accurate recording, reconciliation, and documentation of financial activity as the firm grows.

The role involves close collaboration with external partners and HR to maintain precise payroll and trust accounting. You will lead month-end close, prepare key financial statements, and maintain a CPA-ready environment.

Qualifications

• Bachelor’s degree in Accounting or Finance.
• 3+ years of hands-on accounting experience, including month-end close and reconciliations.
• Proficiency in QuickBooks Online; experience with Ramp, Clio, or similar tools is a plus.
• Trust/IOLTA accounting experience strongly preferred.
• Prior law firm controller or accounting experience is a plus.
• CPA or progress toward a CPA is a plus, not required.

Responsibilities

• Manage monthly close with journal entries, adjustments and accruals.
• Prepare bank, credit card, and balance sheet reconciliations.
• Produce monthly P&L, Balance Sheet, and Cash Flow reports.
• Maintain QuickBooks in a CPA-ready state for year-end and tax prep.
• Prepare and review payroll for staff and contractors; ensure correct classifications.
• Oversee AP processes, spend management, and coding accuracy.
• Monitor trust/IOLTA reconciliations and ensure client/firm fund separation.
• Coordinate with external CPA/tax firm and banking partners.
• Reconcile Clio matter data with QuickBooks and track case costs.
• Prepare weekly cash position and monitor upcoming cash needs.
• Document and maintain SOPs for month-end close, AP, payroll, and trust reconciliations.

Skills

Excel

Attention to detail

Education

Bachelor’s degree in Accounting or Finance

Tools

QuickBooks Online

Ramp

Clio

Job description

Role Summary

While legal teams manage settlements operationally, the Controller makes sure the related financial activity is recorded accurately, reconciled, and documented.

This is a hands-on accounting leadership role for someone who can independently manage the firm’s accounting function, strengthen financial controls, and deliver reliable information to leadership as the firm grows.

Key Responsibilities

External Relationships

• Serve as the day-to-day contact for the external CPA/tax firm, banking partners, and the bookkeeping partner
• Coordinate with outsourced bookkeeping or AP support as needed

Financial Close & Reporting

• Execute the monthly close, including journal entries, adjustments, and accruals as needed
• Prepare bank, credit card, and balance sheet reconciliations for review
• Prepare monthly Profit & Loss, Balance Sheet, and Cash Flow reports
• Maintain an organized QuickBooks environment that supports pod/team and practice-area reporting
• Keep the books CPA-ready and support year-end and tax preparation

Payroll Support

• Prepare and review payroll for salaried and hourly employees, contractors, and bonuses before final approval
• Make sure classifications and deductions are recorded correctly
• Work with HR and Operations so payroll changes are entered accurately and on time

Accounts Payable & Spend Management

• Manage day-to-day administration of Ramp, including receipt compliance, coding accuracy, and card limit requests
• Process and prepare AP batches for approval
• Follow established approval workflows and flag exceptions or unusual spending

Trust Accounting & Compliance

• Prepare monthly trust/IOLTA reconciliations (three-way) for review
• Monitor the separation of client and firm funds and **escalate** any discrepancies right away
• Keep trust documentation organized and audit-ready for state bar and external reviews
• Work with legal teams to keep settlement-related reporting consistent

Note: This role does not process settlements or negotiate liens.

Case Cost & System Reconciliation (Clio)

• Reconcile matter financial data in Clio to QuickBooks
• Track case costs and cost recovery accurately
• Provide pod-level expense reports to leadership

LOC & Case Cost Reporting

• Prepare weekly reports on costs advanced
• Reconcile costs advanced on contingent cases monthly and record write-offs
• Track the LOC balance and reporting requirements, and flag concerns to leadership

Cash Reporting

• Prepare weekly cash position reports
• Track upcoming cash needs for payroll, AP runs, and bonuses, and flag potential shortfalls early

Process & Documentation

• Document and maintain SOPs for month-end close, AP, payroll support, and trust reconciliations
• Follow and help strengthen internal controls

Qualifications

• Bachelor’s degree in Accounting or Finance
• 3+ years of hands-on accounting experience, including month-end close and reconciliations
• Proficiency in QuickBooks Online; experience with Ramp, Clio, or similar tools is a plus
• Trust/IOLTA accounting experience strongly preferred
• Prior law firm controller or accounting experience is a plus
• Strong Excel skills and attention to detail
• CPA or progress toward a CPA is a plus, not required