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.