Director of Finance
Alonso & Alonso Attorneys at Law, PLLC
Reports to: Chief Operating Officer
Employment: Full-Time, Exempt
Location: Remote, based in San Antonio, Texas
About Us
Alonso & Alonso is a rapidly growing, family-built immigration law firm with a distributed U.S. and Latin American workforce. We provide personalized service through education, communication, careful assessment, and tailored legal strategies.
Job Summary
We seek a strategic, hands-on Director of Finance to oversee controllership, FP&A, client trust/IOLTA accounting, treasury, cash flow, revenue cycle, systems, controls, and team development. The ideal candidate combines Controller-level expertise, commercial judgment, and experience building scalable structure.
Essential Responsibilities
Strategic Finance and FP&A
• Advise executives on financial strategy, risk, growth, investment, and cost management.
• Lead budgeting, forecasting, long-range planning, scenario modeling, and multidimensional analysis.
• Model contracts, deposits, collections, case progression, revenue, staffing, marketing, and expenses; evaluate expansion, pricing, compensation, technology, and other initiatives.
Accounting and Reporting
• Ensure accurate records and timely closes, including entries, accruals, reconciliations, and intercompany activity.
• Produce financial statements, cash-flow and departmental reports, and executive packages.
• Maintain the chart of accounts, worktags, cost centers, reporting structures, and accounting policies.
• Ensure proper accounting for client payments, refunds, cancellations, deferred and earned revenue, and multi-entity activity.
• Resolve material accounting issues and coordinate audits, taxes, banking, insurance, and year-end activities.
Client Trust and IOLTA
• Oversee trust/IOLTA accounting in accordance with bar rules, banking requirements, client agreements, and firm policy.
• Ensure fund segregation, accurate client ledgers, and monthly three-way reconciliations of bank, general-ledger, and subsidiary-ledger balances.
• Control deposits, earned-fee transfers, refunds, disbursements, checks, and residual balances; investigate exceptions and prevent commingling, unauthorized activity, overdrafts, and unsupported disbursements.
• Maintain audit-ready records and train employees on trust controls.
Revenue Cycle, Treasury, and Cash Flow
• Oversee billing, receivables, collections, cash application, refunds, payment plans, chargebacks, and contract-to-cash.
• Monitor collections, payment plans, cash conversion, and aging; establish accountability for aged accounts, write-offs, credits, and refunds.
• Maintain a rolling 13-week cash forecast and liquidity projections; oversee operating and trust cash, treasury, merchant costs, and banking relationships.
• Implement fraud-prevention and approval controls for ACH, wires, checks, refunds, vendor payments, corporate cards, and banking changes.
Systems, Controls, and Data
• Own Finance systems, integrations, reporting, and data.
• Lead implementation, stabilization, and optimization of Workday Financial Management and Workday Accounting Center.
• Establish controls, reconciliations, and consistent transaction mapping across Workday, Litify, payroll, contractor, banking, expense, and other systems.
• Define authoritative data sources and build approval, access, transaction-limit, and segregation-of-duties controls.
• Partner with IT, Legal Operations, People Operations, BI, and consultants to improve data integrity.
Leadership
• Design a scalable Finance structure with clear ownership across accounting, trust accounting, FP&A, billing, collections, payroll, accounts payable, treasury, and systems.
• Recruit and develop professionals; establish goals, service standards, succession plans, documentation, and cross-training.
• Build a culture of accuracy, urgency, ownership, confidentiality, and continuous improvement; strengthen executive reporting and budget accountability.
Required Qualifications
• Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
• 10+ years of accounting/Finance experience, including 5+ years leading Finance or FP&A teams.
• Controller-level command of GAAP, financial statements, close, reconciliations, cash flow, controls, budgeting, forecasting, modeling, and executive reporting.
• Hands-on trust, IOLTA, escrow, fiduciary, custodial, or comparable regulated-fund accounting experience, including three-way reconciliations and fund segregation.
• Experience transforming Finance in a rapidly growing organization.
• Experience with multi-entity accounting, intercompany activity, billing, collections, payroll accounting, treasury, advanced Excel, financial modeling, and enterprise financial systems.
• Strong leadership, judgment, confidentiality, communication, and decision-making skills.
Preferred Qualifications
CPA or advanced degree; law-firm Finance leadership; direct trust/IOLTA oversight; Workday Financial Management, Accounting Center, Litify, or Salesforce experience; distributed or cross-border operations; Finance transformation; and English/Spanish bilingual proficiency.
Key Performance Indicators
Baselines will be validated within 90 days; annual targets may be adjusted with executive approval.
• Reporting/close: Deliver monthly statements and executive packages by the 10th business day; reconcile all material balance-sheet accounts; document the close calendar within 90 days; complete 95% of tasks on time; and reduce close to seven business days in year one.
• Trust: Maintain full compliance and zero commingling, unauthorized transfers, unsupported disbursements, or overdrafts. Complete all monthly three-way reconciliations by the 10th business day; investigate variances within three days and resolve exceptions within 30 days.
• Cash/liquidity: Implement a weekly 13-week cash forecast within 90 days, achieve accuracy within 10% after stabilization, establish a minimum liquidity threshold, and report projected shortfalls within 24 hours.
• Budget/revenue: Complete the annual budget on time; update forecasts monthly; maintain expenses within 5% and revenue/collections within 10% of projections; and accurately post 98% of payments within two business days.
• Receivables: Establish a verified aging baseline within 60 days, document action plans for all accounts over 90 days, and reduce receivables over 90 days by 20% in year one.
• Controls/systems: Document critical processes within six months; review controls quarterly; remediate high-risk deficiencies within 30 days and moderate-risk deficiencies within 60 days; maintain 99% integration accuracy.
• Accountability/team: Deliver budget-to-actual reports by the 10th business day and quarterly reviews for variances over 5%. Assess the team within 90 days, set goals within 120 days, cross-train critical functions, and maintain 85% voluntary retention among employees meeting expectations.
• Strategy: Complete a cost/profitability assessment within six months and require documented analysis before approving material investments, service lines, expansions, pricing changes, or major hiring initiatives.
Work Environment
Remote role based in San Antonio, with periodic in-person meetings, occasional travel, and possible extended hours during critical financial periods.
Salary and Benefits
Salary: $150,000–$200,000. Benefits include 401(k), health, dental and vision insurance, paid time off, mental health support, continuing-education allowance, and home-office allowance.
Application Process
Apply at https://alonsoandalonsolaw.wd503.myworkdayjobs.com/Alonso.
Physical Demands
Requires prolonged computer use; occasional standing, walking, reaching, and lifting up to 15 pounds; and sufficient focus and visual acuity. Reasonable accommodations may be made for qualified individuals with disabilities.
Equal Opportunity Employment
Alonso & Alonso Attorneys at Law is an equal opportunity employer. We prohibit discrimination and harassment based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or any other protected characteristic.
Non-Attorney Role and UPL Restrictions
This is not an attorney role. The employee may not provide legal advice or representation and must follow escalation procedures.
