Chief Operating/Financial Officer (COO/CFO)

Company: KoonsFuller, P.C.

Location: Dallas, Texas

About Us: KoonsFuller, P.C. is a highly regarded, well-established, multi-office, mid-sized Family Law firm. We are committed to excellence, integrity, and providing the highest level of service to our clients.

We are seeking an experienced, hands‑on COO/CFO with significant experience leading law‑firm administrative functions with deep accounting expertise to lead the firm’s financial operations and administrative infrastructure.

This is a working leadership role for someone who understands the day‑to‑day realities of running a professional services firm as well as legal billing, trust compliance and partner compensation.

Position Summary

The COO/CFO has primary responsibility for the firm’s operational support functions including accounting, financial reporting, cash management, and human resource functions. The role partners closely with the Management Committee and office leaders while directly overseeing the firm’s financial accuracy, compliance, and reporting discipline.

Key Responsibilities

Cash Flow & Financial Discipline

• Monitor cash position
• Develop and maintain cash flow forecasts
• Ensure adequate liquidity for payroll, taxes, and partner distributions

Core Accounting & Trust Management

• Lead the accounting department, including policies, procedures, systems, and internal controls
• Oversee operating and IOLTA trust account activity, reconciliations, and compliance
• Supervise client settlements and disbursements
• Direct accounts payable, approvals, firm credit cards, and vendor issue resolution
• Execute monthly and year‑end close processes, journal entries, and reconciliations
• Maintain the balance sheet, including fixed assets

Reporting & Analytics

• Prepare accurate and timely financial statements and management reports
• Track profitability, productivity, and key performance metrics
• Support budgeting and forecasting
• Serve as financial liaison for the firm’s time & billing system, including reporting accuracy and quality control

Human Resources

• Work closely with the HR Manager to oversee the firm’s Human Resources function
• Ensure consistent execution of hiring, onboarding, performance management, and employee relations
• Maintain compliant, well‑documented HR policies and practices across all offices
• Partner with leadership on staffing, organizational structure, and compensation matters

Benefits, Retirement & Compliance

• Manage employee benefits programs, renewals, and open enrollment
• Oversee retirement/401(k) reporting and coordination with providers
• Ensure compliance with insurance renewals, tax filings, banking requirements, and regulatory obligations

Multi‑Office Operational Support

• Provide financial and administrative support across several locations
• Recommend and implement process improvements and efficiencies

Required Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• Minimum 7+ years of leadership experience within a law firm (required), including accounting and financial management
• Strong working knowledge of trust accounting and legal billing environments
• Deep understanding of GAAP and internal control practices
• Experience with legal practice management/accounting systems (Centerbase strongly preferred)
• Advanced Excel proficiency

Screening Expectations (Read Carefully Before Applying)

• This is a hands‑on role. The COO/CFO is expected to own and personally participate in the monthly close, reconciliations, and financial accuracy—not solely delegate.
• Candidates must have prior experience supporting or administering shareholder compensation, distributions, or similar law‑firm economic models.

What Will Make You Successful

• You produce numbers leadership trusts without hesitation
• You are comfortable working in the details while improving systems
• You understand the urgency and nuance of law‑firm cash management
• You can bring structure and accountability without disrupting operations

Compensation & Benefits

• Compensation commensurate with experience
• We offer a comprehensive benefits package including medical, dental, vision, life/AD&D/STD insurance, and 401(k) savings plan
• Paid time off and firm holidays

How to Apply

Interested candidates should submit a resume and cover letter outlining relevant law‑firm experience to Rebecca Binkley at [email protected].

We’re more than just a firm; we’re a team, and we look forward to hearing from you!

Rebecca Binkley
[email protected]