Chief Financial Officer, Veteran-Focused Legal Services
Wealth Management Group, LLC.
full-time
Posted on:
Location Type: Hybrid
Location: Racine • Wisconsin • United States
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Salary
💰 $200,000 per year
Job Level
About the role
- Lead all aspects of financial planning, analysis, and reporting to ensure organizational sustainability.
- Manage budgeting, forecasting, and cash flow in a lean operational environment.
- Identify and secure funding opportunities, including debt financing, grants, or investor capital.
- Implement and oversee technology-driven financial systems, leveraging AI tools where appropriate to improve efficiency and insight.
- Partner with operational teams to align financial strategy with mission objectives.
- Ensure compliance with regulatory and reporting requirements, including audits and tax filings.
- Advise on strategic business decisions and potential growth initiatives.
Requirements
- Proven experience as a CFO or senior financial leader, preferably in legal services, healthcare, or nonprofit sectors.
- Expertise in financial strategy, fundraising, debt financing, and managing tight budgets.
- Strong technological proficiency, including comfort with AI tools and advanced financial systems.
- Ability to thrive in a high-pressure, resource-constrained environment while maintaining focus on long-term goals.
- Exceptional analytical, leadership, and communication skills.
- Passion for mission-driven work and helping underserved populations.
Benefits
- Flexible work arrangement (remote or in-office)
- Annual performance-based bonus of 15%
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningfinancial analysisbudgetingforecastingcash flow managementfundraisingdebt financingregulatory complianceauditstax filings
Soft Skills
leadershipcommunicationanalytical skillsstrategic thinkingability to thrive under pressurefocus on long-term goalsmission-driven mindset