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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.
Job Responsibility
IOLTA / trust account reconciliation
Cash flow forecast — build a realistic 3–6 month model
Budget from scratch
Line of credit paydown plan
Leadership presence — sit on the leadership team and translate financial position for non-finance leaders
Controller mentorship
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
Requirements
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
Nice to have
Legal industry background
Fractional or consulting finance experience
Track record of building financial infrastructure at smaller organizations
Comfortable presenting directly to executives and ownership