Job Description

Do you thrive on turning financial data into strategic insights?

Are you experienced in navigating the complexities of financial operations for contingency-based law firms?

Can you translate numbers into actionable business growth strategies?

Is your financial acumen matched by your ability to influence key decision-makers?

Final question: When faced with a challenge, do you get excited or run away?

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Meyer Wilson Werning stands as a formidable force in the realm of investor claims and class actions, recognized nationally for its relentless pursuit of justice. With over $350 million recovered for clients and accolades from leading attorney rating services, our firm has established a legacy of excellence.

As a niche law firm with a nationwide practice focused exclusively in investor claims and mass/class actions, Meyer Wilson Werning operates with a deep commitment to protecting the rights of investors and consumers. Our highly skilled attorneys, known for their trial readiness and professionalism, have a proven track record of holding wrongdoers accountable through impactful recoveries and verdicts. Our focus on securities fraud and consumer rights has led to significant victories, including a $262 million class action verdict.

The Fractional CFO role at Meyer Wilson Werning exists to provide the strategic financial leadership the firm currently does not have in-house. This is not a full-time CFO role, and it is not a bookkeeping or day-to-day accounting position. The firm already has a trusted Office Administrator/Bookkeeper who manages day-to-day financial operations, along with an external CPA firm that handles tax preparation.

The need is for a sophisticated financial professional who can help firm leadership interpret clean, reliable financial data, improve budgeting and forecasting, create digestible reporting, analyze profitability, identify operational inefficiencies, and support proactive financial decision-making. Because Meyer Wilson Werning operates on a plaintiff-side contingency-fee model, the right candidate must understand the challenge of variable revenue, no recurring revenue, no traditional accounts receivable, long case timelines, and cash flow planning around major case wins or losses.

What you’ll do:

• Strategic Financial Leadership: Provide high-level financial strategy and advisory support to help the firm make proactive business decisions.
• Budgeting & Forecasting: Build budgeting and forecasting processes that reflect the realities of a contingency-fee law firm with variable monthly revenue.
• Cash Flow Planning: Help firm leadership understand monthly operating needs, payroll stability, cash flow timing, and the impact of case wins or losses.
• Financial Reporting: Translate existing financial data into clear, digestible, executive-level reports that the firm owner and Office Administrator/Bookkeeper can use for decision-making.
• Profitability Analysis: Analyze operating expenses, profit margins, spending patterns, and opportunities to improve efficiency.
• Scenario Planning: Help leadership plan around revenue variability, major case outcomes, tax considerations, and future financial needs.
• Tax Strategy Coordination: Work with the external CPA firm to identify tax planning opportunities and support more strategic tax-related decision-making.
• Dashboard & KPI Development: Create dashboards, KPIs, or reporting frameworks that give leadership better visibility into firm performance.
• Technology & Process Review: Assess current tools, including Litify, Accounting Seed, Excel, and existing reporting processes, then recommend practical improvements where needed.
• Strategic Partnership: Work directly with the firm owner and Office Administrator/Bookkeeper as the third member of the firm’s financial leadership structure.

What we’re looking for:

• Fractional CFO Experience: Prior experience as a Fractional CFO or senior finance leader advising business owners, ideally small to medium size law firms.
• Plaintiff Contingency-Fee Understanding: Strong preference for experience with plaintiff-side contingency-fee law firms or professional services businesses with variable revenue.
• Strategic Finance Expertise: Strong background in financial strategy, budgeting, forecasting, cash flow modeling, profitability analysis, and executive reporting.
• Executive Communication: Ability to explain financial information clearly, translate data into recommendations, and help leadership make proactive decisions.
• High Integrity & Discretion: Able to handle confidential financial information with professionalism and trustworthiness.
• Data-Driven Mindset: Comfortable working with clean financial data and turning it into practical business insight.
• Tool Familiarity: Experience with Excel and financial reporting tools required; familiarity with Litify and Accounting Seed is strongly preferred but not required.
• Advisory Orientation: Best suited for someone who enjoys strategic advisory work rather than transactional bookkeeping or routine accounting tasks.
• Fractional Fit: Must be comfortable with a true fractional engagement of approximately 10–15 hours per month, with potentially more involvement during onboarding.

Why you should work here:

• Strategic Influence: Engage in a role that offers significant strategic influence and an opportunity to shape the financial direction of the firm.
• Direct Partnership: Collaborate directly with firm leadership to drive impactful financial strategies.
• Flexible Engagement: Enjoy the flexibility of a fractional role designed to accommodate other professional pursuits.
• Growth Opportunity: Leverage clean, reliable financial data to quickly add value and make measurable impacts.

Additional perks:

• Remote Work: The position is fully remote, allowing flexibility and work-life balance.
• Retainer Compensation: Structured as a monthly retainer for defined hours, offering stable and predictable income.
• Professional Network: Access to referrals through a vast network of law firms, enhancing career opportunities.
• Competitive Pay: Compensation tailored to market standards for fractional CFO roles.

This is a unique opportunity to join Meyer Wilson Werning and play a key role in our financial evolution. We invite dynamic and strategic financial leaders to apply and influence our journey towards continued success. Your expertise could be the catalyst to transforming our financial strategy and achieving new levels of excellence.