Provide hands-on financial leadership as the direct partner to owners across ~30 law firms.
Build forecasts, budgets, cash flow strategies, and KPI dashboards that owners use.
Work one-on-one with owners on pricing, margin improvement, and strategic growth decisions.
How To MANAGE a Small Law Firm (HTM) provides Fractional C-Suite services to solo and small law firms, helping owners improve profitability and make confident financial decisions. It is an Inc. 5000 Fastest-Growing Company every year since 2013, with a team and infrastructure supporting fractional CFOs.
Serve as the financial leader for ~30 client businesses, reviewing financial statements and identifying opportunities for improvement.
Build forecasts, budgets, cash flow strategies, and KPI dashboards to improve pricing, margins, and profitability.
Partner with owners on strategic growth decisions and help businesses become more financially disciplined.
How To MANAGE a Small Law Firm (HTM) provides fractional C-suite services, including CFO leadership, to solo and small law firms, helping owners make confident financial decisions. It is a fast-growing company recognized as an Inc. 5000 honoree every year since 2013, with a culture focused on support and structure.
Seek personal finance experts to help design and train the next generation of autonomous agents.
Apply your expertise in tax, investments, financial planning, estate, debt, or equity compensation.
Work on a flexible schedule from anywhere with no guaranteed volume of tasks.
This company helps the world’s most innovative companies improve their AI models by providing human feedback. It offers a flexible, remote working environment.
Serve as fractional CFO for a portfolio of consumer brands, owning FP&A, forecasting, and board reporting.
Build dynamic financial models, KPI dashboards, and provide strategic advisory on fundraising and capital markets.
Drive workflow optimization through automation and AI tools to scale recurring work.
FinanceWithin is building the financial backbone for ambitious consumer brands, combining strategy, precision, and operational partnership. They are a small, elite remote-first team that rewards performance, not pedigree.
Serve as the financial leader for approximately 30 client law firms, analyzing statements, forecasting, and building budgets.
Partner with business owners to improve pricing, margins, cash flow, and profitability through strategic advice and accountability.
Hold owners accountable to financial goals, helping them become more disciplined and less reactive in their decision-making.
How To MANAGE a Small Law Firm provides fractional C-suite services to solo and small law firms across the United States. Recognized on the Inc. 5000 list every year since 2013, the company emphasizes a supportive, family-friendly culture with comprehensive benefits and a remote-first approach.
Lead relationship development with professional fiduciaries across California to drive growth and scale.
Provide investment consultations, platform demos, and quarterly reviews to fiduciary clients.
Develop investment recommendations and represent True Link at PFAC conferences and events.
True Link Financial is a profitable, mission-driven fintech company building financial solutions for underserved populations including people with disabilities and older adults. The company has been recognized on the Forbes Fintech 50 and Inc. 5000 list, operating with startup pace and financial services rigor.
This role drives the success of financial planning by maintaining unified processes and training teams.
Leads a team of planners, overseeing day-to-day activities, training, and development.
Creates visibility for the firm through thought leadership and collateral on financial planning.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more. They serve over 42,800+ families across 110+ cities, are ranked #1 RIA firm by Barron's, and have a culture where more than half of employees and client-facing professionals are women.
Build and nurture strategic partnerships with Financial Services marketers across North America.
Manage client pipeline and collaborate with Customer Success to ensure exceptional client experiences.
Lead go-to-market strategies and cross-sell initiatives to accelerate growth in the Financial Services vertical.
Experian is a global data and technology company that powers opportunities for people and businesses worldwide. We have a team of 25,200 people across 32 countries and are committed to inclusion and innovation.
Apply tax expertise to HNWI individuals, Trusts & Estates for client recommendations.
Technically review tax returns and collaborate with partners, clients, and senior accountants.
Research and resolve complex tax issues to foster client relationships.
This role is with a well-established, stable and growing firm located in the Concord/Pleasant Hill/Walnut Creek area. They offer real career growth and competitive compensation with an excellent array of benefits and long-term career progression.
Lead the overall financial strategy, planning, and fiscal management of the organization.
Partner with executive leadership, the Board, and operational leaders to drive sustainable growth and key business decisions.
Oversee finance and accounting functions, including cash flow, capital management, financial reporting, risk, and M&A opportunities.
Benesch is a growing, multi-disciplined planning, engineering, and professional services firm that enhances infrastructure and communities across the country. The firm is nimble enough to remain responsive to client needs yet large enough to offer exceptional bench strength, with an inclusive work environment where everyone feels valued and respected.
Provide market intelligence on bolt-on targets, competitive landscape, and valuation context within your subsector.
Make introductions to founders, family owners, and senior executives in your existing network.
Review confidential information memoranda and management presentations for sector-specific operating fit and risk.
Fireclay Partners is a veteran-owned middle market M&A and buy-side advisory firm based in Kansas City, serving private equity sponsors and family-owned businesses. They pair investment banking execution with senior operating expertise and bring in industry advisors with deep domain experience.