The Role

This is a technology-first finance leadership role. You'll report directly to the Managing Partner with full authority over the firm's financial operations, using AI and automation to create scalable oversight as SLP grows nationally. You're equally comfortable in a spreadsheet and evaluating a new AI tool — and you're always looking for smarter, faster ways to work with data.

Key Responsibilities

Technology, Automation & AI

• Champion AI-powered tools across finance — contract review, intelligent invoice processing, anomaly detection, and automated reporting.
• Drive integrations between accounting platforms, practice management, HRIS/payroll, and Salesforce (CRM + timekeeping).
• Build real-time financial dashboards and automate reporting workflows to eliminate manual data entry.
• Evaluate and implement RPA, process orchestration, and emerging fintech tools; bring recommendations to leadership proactively.
• Ensure financial data integrity across all integrated platforms; participate in IT security and access reviews tied to financial systems.

Data Analysis & Reporting

• Own heavy financial and operational data analysis across large, complex datasets from billing systems, Salesforce, and practice management platforms.
• Build scalable dashboards and management reports (P&L, KPIs, variance analyses) capable of handling massive report volumes with speed and accuracy.
• Model case economics, cost recovery, and profitability to inform firm strategy and support fee petitions and cost recovery motions.
• Deliver ad-hoc financial modeling for pricing, M&A, and multi-state expansion planning.

Contract, Vendor & Invoice Review

• Review vendor contracts and engagement letters — flagging cost risks, spending gaps, and renegotiation opportunities.
• Manage high-volume invoice validation and reconciliation; enforce procurement controls and AP recovery audit programs.
• Maintain vendor repository tracking spend, renewals, and performance — with a sharp eye on cost control and financial risk mitigation.

Financial Operations & Controls

• Oversee full-cycle accounting: month-end close, GL maintenance, financial statements, AP/AR, and payroll coordination.
• Manage IOLTA/trust accounting, matter-based billing, client ledger reconciliations, and multi-jurisdictional cost reconciliation in compliance with State Bar requirements.
• Develop internal controls, approval workflows, and SOPs that scale with firm growth.
• Lead budgeting, cash flow forecasting, and the financial framework for national expansion.

Technology & Systems

• ERPs: NetSuite, Sage Intacct, or QuickBooks Online.
• Law practice management/billing: Clio, Elite, Tabs3, or similar.
• Salesforce CRM and Salesforce-based timekeeping integrated into billing and revenue reporting.
• SQL and/or BI tools (Power BI, Tableau, Looker); advanced Excel.
• AI tools: contract review platforms, intelligent invoice processing, automated reporting.
• Integration platforms (Workato, Zapier) and workflow tools (Asana, Jira) preferred.