Tech-Driven Chief Financial Officer for Scalable Growth

The Quest Organization

Los Angeles (CA)

On-site

USD 180,000 - 290,000

Full time

14 days+
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Job summary

The Quest Organization, a technology-driven law firm, is seeking an experienced Controller to lead all accounting and financial operations and partner with executive leadership on strategic decisions.

The role covers financial reporting, budgeting, forecasting, compliance, and process improvement, with a focus on leveraging AI, automation, and data analytics to scale the business for sustainable growth.

Qualifications

  • Bachelor's degree in Accounting or Finance required; CPA strongly preferred.
  • 10+ years of progressive accounting and finance leadership experience, preferably within a law firm or other professional services environment.
  • Strong background in financial reporting, budgeting, forecasting, accounting operations, and internal controls.
  • Experience leveraging technology, automation, and AI to improve finance operations.
  • Exceptional analytical, problem-solving, and financial modeling skills.
  • Strong communication and executive presentation abilities, with experience partnering with executive leadership.

Responsibilities

  • Oversee all accounting operations, including month-end close, general ledger, financial reporting, accounts payable, accounts receivable, and payroll coordination.
  • Lead budgeting, forecasting, cash flow management, audits, tax coordination, and financial compliance.
  • Develop and strengthen internal controls, financial policies, and scalable operating procedures.
  • Manage banking relationships, external auditors, tax advisors, and key financial partners.
  • Experience with legal accounting, trust accounting, and law firm billing processes is highly desirable.
  • Lead adoption of AI-powered finance solutions and drive integrations between ERP, practice management, HRIS/payroll, CRM, and other systems.
  • Develop real-time financial dashboards and automate reporting processes.
  • Analyze complex financial and operational data to support executive decision-making.
  • Build scalable dashboards, financial reports, KPIs, and variance analyses.
  • Develop profitability models, cost analyses, and financial forecasts.
  • Prepare ad hoc financial models to support pricing, growth initiatives, and strategic planning.
  • Review vendor agreements and identify opportunities for cost savings and process improvements.
  • Oversee invoice validation, reconciliation, procurement controls, and expense management.
  • Maintain vendor performance metrics and spending analysis.

Skills

Financial reporting
Budgeting
Forecasting
Internal controls
Analytical
Financial modeling
Executive communication
Strategic partnering

Education

Bachelor's degree in Accounting or Finance
CPA
MBA or Master's degree

Tools

Dynamics 365 Business Central
NetSuite
Sage Intacct
QuickBooks Online
Clio
Elite
Tabs3
Power BI
Tableau
Looker
Excel (advanced)

Job description

The Quest Organization, a technology-driven law firm, is seeking an experienced Controller to lead all accounting and financial operations and partner with executive leadership on strategic decisions.

The role covers financial reporting, budgeting, forecasting, compliance, and process improvement, with a focus on leveraging AI, automation, and data analytics to scale the business for sustainable growth.

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