Finance Manager

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Position location:

Austin, TX (In Office)

The Finance Manager will own day‑to‑day financial operations and build the systems, controls, and reporting infrastructure necessary for a high‑performing legal organization. This role requires a detail‑oriented operator who can manage complex workflows, maintain regulatory and internal compliance, and ensure finance processes are accurate, timely, and scalable. You will partner closely with Executive Leadership, Operations, Intake, and external accounting partners to strengthen financial integrity, improve visibility, and support firm‑wide growth.

This is a hands‑on role with managerial scope, ideal for someone who excels at designing systems, enforcing standards, and creating clarity in fast‑moving environments.

• Own monthly, quarterly, and annual financial reporting in coordination with leadership and external accounting partners.
• Prepare financial statements, operating reports, cash flow analyses, trust account summaries, and internal dashboards.
• Maintain accuracy and completeness across all ledgers, reconciliations, and financial records.
• Implement and enforce a structured close process to ensure timely reporting.

• Design and document finance workflows across AP, AR, reimbursements, settlements, trust accounting, compensation, and expense management.
• Streamline processes, eliminate errors, and ensure all financial operations comply with internal policies and legal requirements.
• Evaluate and implement tools or integrations to improve automation, visibility, and accountability.

• Ensure all financial activities comply with state bar rules, trust accounting rules, and firm‑wide standards.
• Build and monitor internal controls around payments, settlements, distributions, and reimbursements.
• Coordinate with auditors or external reviewers as needed; maintain audit‑ready documentation at all times.
• Review contracts, settlements, and vendor agreements for financial accuracy and compliance.

• Oversee AP/AR teams or processes; ensure timely, accurate payments and receivables tracking.
• Manage trust account transactions, ensuring proper allocation, documentation, and compliance.
• Verify settlement calculations, distributions, and disbursements for accuracy and compliance.
• Ensure proper categorization and coding of transactions across all financial systems.

• Support budgeting and forecasting cycles; provide financial insights to guide decision‑making.
• Analyze revenue, case flow, expenses, and operational trends to identify improvement opportunities.
• Prepare variance analyses and partner with department leads to track performance.

• Work closely with Operations, Intake, and Attorneys to ensure financial processes align with case workflows.
• Serve as a trusted partner to leadership by providing visibility, recommendations, and financial accountability.
• Support executive projects involving compensation models, hiring plans, pricing changes, or vendor transitions.

• 5+ years of experience in finance, accounting, or financial operations, preferably within a law firm or professional services environment.
• Strong understanding of AP/AR, financial reporting, internal controls, and general accounting principles.
• Demonstrated success building or improving financial systems and processes.
• Exceptional attention to detail, documentation, and compliance discipline.
• Strong Microsoft Excel and financial modeling skills.
• Experience working with accounting tools and case management platforms (e.g., Quick Books, Net Suite, Practice Panther, Litify, Clio, or equivalents).
• Excellent communication skills with the ability to work cross‑functionally and translate financial requirements clearly.

• Experience with PI law firm financials, trust accounting, or multi‑state operating structures.
• Background working with external accountants or auditors.
• Strong understanding of operational workflows across…