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Head of Financial Operations

2 months ago

Columbia, South Carolina, United States Case Status Full time

About Case Status:

Case Status is a rapidly expanding, venture-backed technology startup located in Charleston, SC. With a significant market potential of nearly $9 billion, we are revolutionizing the legal sector by empowering our clients to deliver real-time updates on case statuses, proprietary tracking of progress, intelligent scheduling, and a customized legal NPS system, among other innovative solutions. Our mission is to fundamentally change the way law firms engage with their clients through advanced software, artificial intelligence, and a team of exceptional individuals.

Our Culture:

At Case Status, we embrace a culture that is:

Radically Innovative - We strive to exceed expectations in all our endeavors. By fostering creativity, diligence, and clear communication, we challenge conventional norms, learn from failures, and adapt for the collective benefit of our mission.

Actively Engaged - Our commitment to making a positive impact on our clients and their customers is paramount. We prioritize humility and aim to serve others first. When faced with challenges, we seek to delight our clients at every opportunity, remaining curious in our approach and confident in our vision.

Dedicated to Our Community - Our commitment to each other is unwavering. We take responsibility for our challenges, celebrate our successes, and foster a supportive culture that encourages professional growth and recognition.

We are not only focused on transforming the legal industry; we are dedicated to enhancing the client experience across the board. Every client is important to us, and we strive to ensure that every interaction is exceptional.

Position Overview:

We are looking for a seasoned and strategic Finance Director to join our organization. This pivotal role involves overseeing financial management, budgeting, and operational efficiency to ensure the financial stability and sustainability of our company. As the Finance Director, you will manage financial operations, collaborate with senior leadership, and implement systems to improve financial performance. Your role will be crucial in shaping our financial strategy, supporting our growth, and maintaining sound financial practices.

Key Responsibilities:

  • Oversee the month-end closing process in collaboration with our outsourced accounting service provider.
  • Work closely with executive leadership to design and manage budgeting processes that align with strategic goals.
  • Act as the primary liaison for our external CFO, ensuring the timely and accurate delivery of monthly financial statements and reports.
  • Develop new initiatives to enhance financial operations, including expense management and vendor negotiations.
  • Promote familiarity with current accounting systems (NetSuite, Brex) and drive their effective use within the organization.
  • Lead the internal budgeting processes to support operational efficiency and ensure financial transparency.

Qualifications:

  • Strong accounting skills, particularly in closing processes.
  • 4-7 years of experience in financial planning and analysis (FP&A), with a proven ability to manage financial models.
  • Expertise in data analytics, financial modeling, and ROI analysis.
  • Experience in establishing finance operations from the ground up in a startup environment is preferred, showcasing adaptability and innovation.

Work Environment:

This position requires a hybrid work model, with a minimum of two days in the office each week. Initially, the expectation is to work in the office daily until proficiency in the role is demonstrated.

Employee Benefits:

We believe in investing in our employees' well-being and providing a competitive total rewards package. Our benefits include:

  • Unlimited paid time off (PTO) with manager approval after a brief employment period.
  • Comprehensive medical, dental, and vision plans with HSA options and 24/7 employee assistance programs.
  • 401(k) matching contributions after three months of employment.
  • Equity participation through a stock option plan.
  • Quarterly recharge days, extended holiday PTO, and additional perks.

Join us in fostering a supportive and thriving workplace.