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Description
About the role
A well-established personal injury firm operating on a 100% contingency model is seeking an experienced financial leader to step in on a fractional basis and build the financial infrastructure the firm needs to scale. Revenue is settlement-driven – lumpy, non-recurring – which means this role requires someone who genuinely understands cash flow in a project-based or contingency environment.
What you’ll own (first 90 days)
IOLTA / trust account reconciliation – get the accounts clean and keep them that way. Trust accounting experience is a must.
Cash flow forecast – build a realistic 3-6 month model that reflects how contingency revenue actually works: settlement timing, pipeline, and case mix.
Budget from scratch – the firm has no formal budget. You’ll build the first one.
Line of credit paydown plan – develop a clear, actionable plan to reduce existing debt obligations.
Leadership presence – sit on the leadership team and translate financial position into plain language for non-finance leaders.
Controller mentorship – actively develop the internal Controller; provide structure, direction, and professional growth.
Ongoing responsibilities
Oversee and support IOLTA-to-operating account fund flows and disbursements
Verify payout disbursements and reconciliations; ensure case expenses match entries in case management systems
Partner with the Controller on monthly reporting, forecasting, and financial summaries
Audit attorney bonus ledgers prior to approval; support payroll oversight
Monitor firm operating expenses and identify efficiency opportunities
Develop profitability metrics at the case and employee level over time
Own and maintain cash flow and financial projection models
Schedule and logistics
Wednesday onsite required
Otherwise flexible on remote – San Antonio preferred, Central Texas acceptable
Approximately 20 hours per week
Requirements
Experience in contingency, settlement-driven, or project-based revenue environments where cash flow is lumpy and unpredictable
Fractional or consulting finance experience – someone who knows how to get things done without a large team around them
Legal industry background (nice to have, not required)
Track record of building financial infrastructure at smaller organizations
Comfortable presenting directly to executives and ownership; clear communicator with non-finance audiences
Must-haves:
Trust accounting / IOLTA experience
Hands-on cash flow modeling and forecasting
Comfort working in a 17-person firm environment – no large infrastructure, no big team
Onsite availability in the San Antonio / Central Texas area on Wednesdays
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