Finance Planning & Compliance Officer

Finance Planning & Compliance Officer

Position Overview

Farahi Law Firm is an award-winning personal injury firm dedicated to fighting for the injured and delivering exceptional legal representation. We are a fast-growing, client-centric team that values aggressive advocacy, innovation, and community impact. The Finance Planning & Compliance Officer supports the CFO in financial planning, budgeting, forecasting, management reporting, financial analysis, and finance-related compliance activities. The role serves as a key individual contributor within the Finance team, responsible for converting financial and operational data into meaningful management information, maintaining planning and reporting processes, and ensuring that recurring finance-related compliance requirements are properly tracked, documented, and completed.

Key Responsibilities

Budgeting and Financial Planning

-

Support the CFO in the annual budgeting process; prepare and maintain budget templates, schedules, assumptions, and supporting models.

-

Coordinate and review budget submissions from department leaders for completeness, consistency, and reasonableness.

-

Maintain detailed schedules for headcount, payroll, operating expenses, and other key cost drivers.

Forecasting

-

Prepare and maintain monthly, quarterly, and annual financial forecasts.

-

Analyze historical trends and current performance to improve forecast quality.

-

Highlight potential financial risks and opportunities to the CFO.

Management Reporting

-

Prepare recurring monthly management reporting packages, including budget-versus-actual and forecast-versus-actual reports.

-

Prepare variance analyses and identify key financial performance drivers.

-

Prepare financial and operational KPI dashboards.

Financial Analysis and Decision Support

-

Perform financial analysis requested by the CFO, including trend, variance, and cost-benefit analysis.

-

Support scenario analysis, financial modeling, and headcount/compensation analysis.

Finance Compliance

-

Maintain a centralized Finance compliance calendar, tracking recurring statutory, regulatory, tax, corporate, licensing, and insurance requirements.

-

Coordinate required documentation with internal stakeholders and external service providers; escalate potential delays to the CFO.

Process Improvement and Automation

-

Identify opportunities to improve budgeting, forecasting, management reporting, and compliance processes.

-

Assist in automating financial reports and management dashboards.

Requirements & Qualifications

Required

-

Bachelor's degree in Accounting, Finance, Management Accounting, Business Administration, Economics, or a related field.

-

Relevant experience in financial planning, budgeting, forecasting, management reporting, accounting, or financial analysis.

-

Strong understanding of financial statements and management accounting concepts.

-

Strong Microsoft Excel and/or Google Sheets skills.

-

Ability to develop and maintain financial models and reporting schedules.

Preferred

-

CPA, CMA, or similar professional qualification.

-

Experience in FP&A, management accounting, corporate finance, or financial reporting.

-

Experience supporting a professional services or legal-services organization.

-

Experience coordinating tax, regulatory, statutory, or corporate compliance requirements.