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    Head of Finance - San Diego, United States - Lawmatics

    Lawmatics
    Lawmatics San Diego, United States

    1 week ago

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    Description


    At Lawmatics, our mission is to enable lawyers to focus on being the best lawyer they can be — to focus on the practice of law and leave the tedium of business operations to technology.

    That's why we provide an intuitive, end-to-end client intake, CRM, and marketing automation platform for law firms, their employees, and their clients.

    Through our platform, clients of law practices experience a smooth, complication-free legal journey, with prompt and clear communication, relieving the burdens of complex legal challenges.

    With Lawmatics, law firms streamline their operations, impress clients, and win more business.
    The Role

    We are looking for a seasoned Head of Finance who will play a pivotal role in shaping our financial strategy and ensuring the financial health of our organization.

    As the Director of Finance, you will work closely with our CEO and Executive Team, providing leadership and direction in financial planning, analysis, and reporting.

    This is a unique opportunity to have a direct impact on the growth of a scale-up that is reshaping the legal tech landscape.

    The ideal candidate has a proven track record of success in owning and operating the financial arm of a B2B SaaS scale-up and driving the strategic direction while being able to also handle the day-to-day financial operations.

    What You'll Do
    Develop and manage financial models for the company's long-term strategic plan and annual operating plan, while maintaining a high level of accuracy
    Work closely with other members of the executive team to develop pricing strategies that reflect the value of our product in the market
    Take ownership of the P&L for the company and provide regular financial reporting to the CEO and Board of Directors
    Create and manage company KPIs, ensuring best practices for a SaaS company are followed
    Lead the annual budgeting process, forecasting and monitoring of expenditures, and provide recommendations based on financial analysis to improve financial performance
    Develop and oversee financial policies and procedures and ensure compliance with GAAP and other regulatory requirements
    Build a high-performing finance team that can effectively support the business
    Ensure the organization has the financial capability and capacity to support expansion as required.
    Prepare for and manage all financial materials necessary for a round of fundraising and facilitate the raise process should the company decide to do so
    What You'll Bring
    Proven success as a Head of Finance or similar role (5+ years), preferably in a B2B SaaS startup/scale-up environment
    Bachelor's degree in Finance, Accounting, or related field
    Strong knowledge of SaaS business models and subscription-based revenue recognition
    Proven strategic thinking and analytical skills along with a willingness to be hands-on and doer in the execution of financial plans
    Strong financial modeling, business planning, and budget forecasting experience
    Excellent communication skills and ability to work collaboratively across the organization
    Familiarity with financial accounting software and the ability to interpret complex financial reports
    Demonstrated leadership and organizational skills, teamwork mindset, attention to detail, ability to work under tight deadlines, and a passion details
    Highly self-motivated with a strong work ethic and team-player mentality
    About Lawmatics


    Lawmatics is the #1 CRM for law firms, offering marketing automation, legal client intake, performance analytics, and much more – all in one easy-to-use software.

    With Lawmatics, law firms streamline their operations, impress clients, and win more business.
    As an equal opportunity employer, we are proud to celebrate diversity and champion an inclusive workplace.

    No matter who you are, where you're from, who you love, how you think, or what you believe, all are encouraged to apply.

    For government reporting purposes, we ask candidates to respond to the below self-identification survey.
    Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

    As set forth in Lawmatics's Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

    If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.

    As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA.


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    Voluntary Self-Identification

    For government reporting purposes, we ask candidates to respond to the below self-identification survey.
    Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

    As set forth in Lawmatics's Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

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    If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.

    As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA.


    Classification of protected categoriesis as follows:
    A "disabled veteran" is one of the following: a veteran of the U.S.

    military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

    A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S.

    military, ground, naval, or air service.
    An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S.

    military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

    An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S.

    military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

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    We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.
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