Director of Finance

Organization:
Alonso & Alonso Attorneys at Law, PLLC

Reports to:

Chief Operating Officer

Employment Type:

Full-Time, Exempt

Location:

Remote based in San Antonio, TX

At Alonso & Alonso, we provide personalized attention and services tailored to meet the specific needs of each of our clients. We achieve this through client education, consistent updates, thorough assessment of each case, and customized legal strategies based on each client’s circumstances. Alonso & Alonso is a rapidly growing, family-built immigration law firm with a large, distributed workforce across the United States and Latin America.

Our organization operates with the size and complexity of an established national business while maintaining the pace, adaptability, and entrepreneurial mindset of a startup.

Strategic Finance and Financial Planning

Develop and execute the firm’s financial strategy in alignment with organizational priorities, projected growth, and long-term sustainability.

Serve as a strategic financial advisor to the Chief Executive Officer, Chief Operating Officer, Firm Partners, and executive leadership.

Lead annual budgeting, rolling forecasts, long-term financial planning, and scenario modeling.

Build integrated financial models connecting contract volume, client deposits, payment plans, collections, case progression, revenue recognition, staffing, marketing investment, and operating expenses.

Evaluate the financial impact of new practice areas, geographic expansion, pricing changes, compensation programs, technology investments, and other strategic initiatives.

Analyze financial performance by practice area, case type, department, office, entity, and other meaningful business dimensions.

Translate complex financial information into clear recommendations regarding growth, investment, cost management, profitability, and financial risk.

Accounting, Controllership, and Financial Reporting

Oversee the accuracy, completeness, and integrity of the firm’s financial records and reporting.

Lead monthly, quarterly, and annual close processes, including journal entries, accruals, account reconciliations, intercompany activity, and management review.

Ensure the timely preparation of income statements, balance sheets, cash‑flow statements, departmental reports, and executive financial packages.

Maintain and continuously improve the firm’s chart of accounts, financial worktags, cost centers, reporting hierarchy, and accounting policies.

Ensure appropriate accounting treatment for client payments, deposits, payment plans, refunds, cancellations, deferred revenue, earned revenue, and related transactions.

Oversee accounting activity across multiple entities, departments, offices, and operating locations.

Identify and resolve legacy balances, unreconciled accounts, reporting inconsistencies, and material accounting issues.

Coordinate year‑end activities with external auditors, tax professionals, banking partners, insurance providers, and other professional advisors.

Client Trust and IOLTA Accounting

Provide executive oversight of the firm’s client trust and IOLTA accounting practices.

Ensure client funds remain properly segregated from operating funds and are handled in accordance with applicable bar rules, banking requirements, client agreements, and firm policies.

Require accurate client‑level trust ledgers and timely three‑way reconciliations between bank balances, trust‑account general ledgers, and client subsidiary ledgers.

Establish controls over trust deposits, earned‑fee transfers, refunds, disbursements, outstanding checks, and residual client balances.

Maintain clear review and escalation procedures for unreconciled items, unidentified deposits, negative balances, returned payments, duplicate transactions, and other trust‑account exceptions.

Prevent commingling, premature transfers, unauthorized activity, overdrafts, unsupported disbursements, and the use of one client’s funds for another client.

Maintain complete, accurate, and audit‑ready trust‑account records and coordinate internal reviews, external audits, and regulatory inquiries.

Train Finance employees and operational stakeholders on…