Chief Financial Officer (CFO)

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Job Description

As we enter our next phase of national expansion, we are seeking a strategic, metrics-driven Chief Financial Officer (CFO) to lead our financial strategy, optimize performance, and help build a world-class organization. This executive will partner closely with the CEO and leadership team to bring financial discipline, clarity, and foresight to drive our growth to over $100M in annual revenue.

The Opportunity : This is a key leadership role for a CFO who combines precision with vision—someone who can translate strategy into measurable outcomes, create financial systems that scale, and build teams that perform at a high level.

You will serve as a trusted partner to the CEO and executive team, leading all aspects of financial planning, analysis, forecasting, and performance management. The right candidate is equally comfortable designing dashboards and models as they are guiding long-term strategy and mentoring future leaders.

This role offers an opportunity for significant professional and personal growth—to play a central role in shaping the financial future of a dynamic, values-based firm that's scaling rapidly while staying true to its mission and culture.

Key Responsibilities

• KPI-Driven Financial Leadership
• Develop and execute a data-driven financial strategy that measures and drives profitability, cash flow, and operational efficiency.
• Build and own firmwide key performance indicators (KPIs) for revenue, expenses, case value, and return on investment.
• Create clear financial dashboards and reporting systems that give leadership full visibility into performance across departments.
• Use analytics to guide decision-making and ensure every business unit is accountable to measurable results.
• Financial Strategy & Team Building
• Design and implement a long-term financial roadmap aligned with The Ward Law Group's growth trajectory and mission.
• Recruit, mentor, and lead a high-performing finance team capable of supporting a multi-entity, high-growth enterprise.
• Build a culture of financial discipline, operational excellence, and continuous improvement across departments.
• Serve as a strategic advisor to the CEO and executive team on scale, capital structure, and sustainable growth priorities.
• Financial Operations & Risk Management
• Oversee budgeting, forecasting, and financial control processes to ensure accuracy, transparency, and compliance.
• Strengthen systems for cash management, billing, accounting, and reporting to support rapid expansion.
• Implement internal controls and audit practices to mitigate risk and safeguard firm assets.
• Ensure the firm's financial infrastructure and processes are scalable, automated, and audit-ready.
• Mergers, Acquisitions & Investment
• Identify, evaluate, and structure acquisition and investment opportunities aligned with WLG's growth strategy.
• Oversee financial due diligence, integration planning, and post-acquisition performance to ensure successful expansion.
• Build models to assess new market entries, partnerships, and capital projects, providing clear ROI and risk analysis.
• Property & Asset Management
• Oversee the firm's real estate and asset portfolio, ensuring strategic alignment with growth and operational needs.
• Negotiate acquisitions, leases, and financing structures to optimize return on investment and cash flow.
• Manage facilities financials, ensuring cost efficiency, sustainability, and long-term value creation.

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