Provide strategic financial leadership and advisory support to help the firm make proactive business decisions.
Build budgeting and forecasting processes that reflect the realities of a contingency-fee law firm with variable monthly revenue.
Translate financial data into clear, digestible executive-level reports and dashboards for decision-making.
Meyer Wilson Werning is a niche law firm focused on investor claims and class actions, with a nationwide practice. They have recovered over $350 million for clients and have a team of highly skilled attorneys known for trial readiness and professionalism.
Serve as the financial leader for a portfolio of approximately 30 client businesses, providing strategic guidance and actionable insights.
Analyze financial data, create forecasts, budgets, and cash flow strategies to improve profitability and growth.
Build trusted relationships with business owners and collaborate with internal team members to deliver exceptional client experience.
How To MANAGE a Small Law Firm is a leading provider of Fractional C-Suite services for solo and small law firms. It has been an Inc. 5000 Fastest-Growing Company every year since 2013, with a culture of ownership, accountability, and results.
Own the finance function end-to-end, including day-to-day operations, month-end close, and financial reporting.
Build financial models, cash flow forecasts, and scenario analyses to support strategic decision-making.
Partner with leadership on fundraising, investor reporting, and process improvements.
Infisical is an open source security infrastructure platform for secrets management, certificates, and privileged access management. They have raised $19M from Y Combinator, Google, and Elad Gil, and operate as a remote team with a strong presence in San Francisco.