Finance Manager

• Organization: Alonso & Alonso Attorneys at Law, PLLC
• Reports to: CEO & Board of Directors
• Employment Type: Full-Time Job
• Location: Hybrid based in San Antonio, TX

About Us

At Alonso & Alonso, we provide personalized attention and services that are 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.

Job Summary

The Finance Manager is responsible for overseeing the financial operations of the firm, including budgeting, forecasting, trust and operational accounting, billing processes, financial compliance, and reporting. This role ensures financial accuracy and provides strategic insights that support the firms growth, profitability, and compliance with legal and ethical standards. The ideal candidate has experience in legal or professional services finance, strong leadership skills, and an analytical mindset.

Essential Responsibilities and Duties

Financial Management & Reporting

• Prepare monthly, quarterly, and annual financial reports, including profit/loss, balance sheets, and cash flow statements.

• Monitor firm-wide financial performance and provide variance analysis against budget and forecast.

• Manage monthly and year-end closings, reconciliations, and journal entries.

Budgeting & Forecasting

• Lead the development and management of the firms annual budget and financial forecasts.

• Work with department heads and practice group leaders to support budgeting and cost control.

Billing, A/R, & Collections Oversight

• Supervise billing team and ensure timely and accurate invoice generation.

• Monitor accounts receivable, aging reports, and collections activities.

• Address complex billing issues or client-specific invoicing requirements (e.g., LEDES billing, e-billing platforms).

Trust Accounting & Compliance

• Oversee client trust accounts in compliance with IOLTA and bar association rules.

• Ensure segregation of client funds and accurate reconciliation of trust accounts.

• Coordinate with external auditors and support regulatory filings and audits.

Team Leadership & Collaboration

• Supervise finance staff (accountants, billing specialists, A/P, A/R clerks).

• Develop and implement finance policies, internal controls, and best practices.

• Collaborate with HR on payroll, partner compensation, and benefits-related financial matters.

Strategic Analysis & Support

• Support leadership with financial modeling, pricing strategies, and profitability analysis by practice area or matter.

• Provide financial insight for firm initiatives such as office expansion, technology investment, or lateral partner acquisition.

Required Qualifications

• Bachelors degree in Finance, Accounting, or related field (CPA, MBA preferred).

• 5–8 years of progressive finance/accounting experience, preferably in a law firm or professional services environment.

• Proficiency in legal accounting systems (e.g., Aderant, Elite, Clio, ProLaw).

• Strong understanding of GAAP, trust accounting rules, and legal billing practices.

• Excellent Excel and financial modeling skills.

• Strong leadership, communication, and analytical abilities.

Preferred Qualifications

• Experience with e-billing portals and LEDES format

• Knowledge of financial compliance specific to law firms (e.g., ABA Model Rules, IOLTA)

• Familiarity with partner compensation models and capital contributions

• Ability to manage competing deadlines in a fast-paced legal environment

Key Performance Indicators

• Financial Reporting & Accuracy

• Budgeting & Forecasting

• Billing & Collections

• Trust Accounting & Compliance

• Team Performance & Operational Efficiency

• Strategic Contribution

Work Environment

• Hybrid Role based in San Antonio, TX.

• Combination of in-person meetings and remote work. Occasional travel is required for stakeholder engagement, community events, and conferences.

• Collaborative, mission-driven culture with a fast-paced startup dynamic.

Salary and Benefits

• Salary: 100k to 150k with a hiring target of 120k;

• Benefits:

  • 401(k)

  • Dental insurance

  • Health insurance

  • Paid time off

  • Vision insurance

  • Mental health support

  • Continuing education allowance

  • Home office allowance

Application Process

You may apply to our career page: https://alonsoandalonsolaw.wd503.myworkdayjobs.com/Alonso

Physical Demands:

The employee is regularly required to stand, walk, and use their hands to perform tasks. Some lifting of files (up to 10 pounds) may be necessary.

Equal Opportunity Employment Statement

Alonso & Alonso attorneys at law is an equal opportunity employer and is committed to building a diverse and inclusive organization. We prohibit discrimination and harassment of any kind based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, age, or any other protected characteristic.