Controller (remote)

You will function as a law firm Fractional Controller for up to 45 owners of solo law firms who are already enrolled in our program(s). You will be part of a team consisting of yourself and up to four other team members who serve as the Fractional Management Advisors for our clients to help them address different parts of their business.

Owners of large law firms have the benefit of a Managing Partner (or Chief Executive Officer/CEO), a Chief Operating Officer and a Chief Financial Officer and/or Controller to drive the creation, review and continual improvement of the law firm’s business plan, marketing strategy, financial controls, and system development efforts.

Solo and small law firm owners benefit greatly when we provide them with similar assistance by providing them with the strategic direction and accountability that they need to drive the growth of their firm, then help them build the infrastructure to accommodate that growth as well. We provide that assistance by having members of our team serve as their outside Fractional CEO, COO, & CFO or Controller.

It will be your job to contribute to this team- serving as a Fractional Controller.

More specifically, it will be your job to use our methods combined with your own life experience, creativity, and intelligence to understand and help each of our clients reach the next stage of their law firm’s growth.

·     Fractional Controller: If your background and experience best lends itself to you serving in the role of a Fractional Controller for our clients, your principal role will be to hold the client’s financial controls in your hand. You will help them establish a core set of seven key financial reports and teach them how to read and understand them.

·     Once the basics of analyzing the key reports are mastered, you will educate them on how to use them for the powerful tools that they are- to gain new insights into their firm, and drive a profitable strategy going forward.

·     As their firm grows, you will set them up for success as they are moved to working with a Fractional CFO at HTM.

When they tell you that they don’t need financial reporting and controls to operate their firm well, it will be your job to coach them through those excuses and help them remove the roadblocks that are standing between where they are now and where they need to be.

As part of this job, you will measure assigned-client progress and hold assigned clients accountable for taking positive actions in the direction of their stated goals. Your compensation will be positively affected by the success of our clients assigned to you.

Duties and responsibilities

• Provide individual coaching to your assigned client load of up to 45 attorneys who each receive a financial analysis call every month.

• You will lead monthly calls helping your clients gain the financial acumen that is critical for their success as a business owner,

• You will host other group calls where you will extemporaneously answer clients’ questions; either about challenges within their financials controls and reporting, or about the concepts they are learning.

• Respond to phone calls from clients in less than 24 hours M-F

• Respond to emails from clients in less than 24 hours M-F

• Review client discussion forum M-F and post as appropriate

• Participate in training and development calls as scheduled to improve your skill set, share your skill set and be able to deliver the same message to the client base as intended in the company curriculum.

• Attend weekly team meetings.

• Keep detailed notes on your group and individual advising calls with clients to document their progress, issues, advice, etc. and use our software program to document this in case you get hit by a bus just like you would want if another member of the team got hit by a bus and it was you that had to take over their caseload.

• Provide reports on progress of your assigned clients to your Manager.

• Make available coaching times for clients that will include some after 5pm EST time slots to accommodate client needs especially clients in different time zones.

• Contribute to the knowledge base of the firm including any or all of the following: write an article, develop a tool or system to share with the clients, create a process, document an explanation, conduct a lesson by teleconference, perform an interpretive dance, etc. (We welcome and encourage creativity – just contribute.)

• Lead/facilitate/participate in group conference calls/webinars as requested from time to time in areas you have particular expertise

Qualifications

• Experience in accounting or finance functions in an entrepreneurial or start-up, small business setting. Any experience within a law firm or professional services company is a plus.

• Progressive financial and managerial accounting roles up to at least the title of Controller in a for-profit entity.

• Prior experience in roles where you were managing people.

• Ideally you have already read and are a big fan of “The E-myth Revisited”

• You must be able to demonstrate credible evidence that you are a person who is capable of helping another human being to do what they probably don’t want to do, in order to accomplish what they really do want to accomplish.

• Experience systematizing a business in terms of Metrics and Money.

Travel: Occasional travel will be required for quarterly conference and/or workshop participation.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Position Type/Expected Hours of Work

• This is a full-time position, and hours of work and days are to be determined in conjunction with supervisor. Occasional evening and weekend work may be required as job duties demand.

Salary

$70,000-$80,000 MXN