Controller / CFO

North Dallas, Texas

Position Summary

Our client is a well-established, privately held professional services organization serving major law firms and corporate clients nationwide. The company is seeking an experienced Controller / CFO to lead its financial operations and serve as a key business partner to the CEO and ownership team.

This is a highly visible, hands-on leadership role with responsibility for accounting, financial reporting, P&L management, budgeting, forecasting, cash flow, internal controls, and financial strategy.

Key Responsibilities

Own the company's financial operations, including accounting, financial reporting, budgeting, forecasting, and P&L management.
Lead and oversee the month-end close and ensure accurate and timely financial reporting.
Manage cash flow, banking relationships, credit platforms, expense reporting, and working capital.
Develop financial models, KPIs, and reporting to support executive decision-making.
Monitor revenue, margins, profitability, expenses, and overall financial performance.
Oversee billing and collection of client-reimbursable/pass-through expenses.
Serve as a senior financial point of contact for clients, including resolving billing and invoice questions.
Partner with the CEO on pricing, commercial decisions, growth opportunities, and financial strategy.
Maintain and strengthen internal controls, financial processes, and governance.
Oversee tax, regulatory, banking, and other external financial relationships.
Lead, develop, and hold accountable a three-person accounting team.
Improve financial systems and processes while maintaining a practical, hands-on approach.

Qualifications

10+ years of progressive finance and accounting leadership experience.
Previous CFO, VP Finance, Controller, or Controller-to-CFO experience.
Demonstrated P&L ownership, including budgeting, forecasting, and margin management.
Strong experience with cash flow management, banking, financial reporting, and internal controls.
Hands-on experience in a lean accounting/finance environment.
Excellent communication and interpersonal skills with the ability to work directly with executives, ownership, clients, and outside advisors.
High level of discretion and integrity when handling confidential financial and business information.
Bachelor's degree in Accounting, Finance, or related field.
CPA and/or MBA preferred, but not required.

Preferred Experience

Professional services, legal services, or another project-based business.
Experience with pass-through, reimbursable, or project-based billing.
Experience working in a closely held or founder-led organization.
Exposure to M&A diligence or corporate development activities.
Demonstrated stability and longevity in previous finance leadership roles.

Ideal Candidate

The ideal candidate is a low-ego, hands-on financial leader who is equally comfortable working through accounting details and advising the CEO on broader business decisions.

This individual should be comfortable picking up the phone to resolve a client billing question, participating in the monthly close, analyzing financial results, and presenting recommendations to ownership. Strong judgment, discretion, communication, and a high level of personal accountability will be critical to success.

Location: North Dallas, Texas
Work Arrangement: In-office
Position Type: Full-Time

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CFO - Professional Services