Fractional CFO at Meyer Wilson Werning Co., LPA

Meyer Wilson Werning Co., LPA is a nationally recognised plaintiff-side law firm focused on investor claims and class actions, operating exclusively on a contingency-fee model. The firm has a trusted Office Administrator and Bookkeeper managing day-to-day operations, and an external CPA handling tax preparation. What it lacks is a senior financial strategist who can interpret that existing data and translate it into forward-looking decisions.

The fractional CFO will serve as the third pillar of the firm's financial leadership, working directly with the firm owner to improve budgeting, forecasting, cash flow planning, and profitability analysis. Because revenue is variable and case-driven rather than recurring, the right person must be comfortable with contingency-fee dynamics, long case timelines, and planning around significant but unpredictable case outcomes. The engagement is approximately 10 to 15 hours per month, structured as a monthly retainer.

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• Provide strategic financial advisory support to help firm leadership make proactive, data-driven decisions.
• Build and maintain budgeting and forecasting processes suited to a variable, contingency-fee revenue model.
• Develop cash flow plans that account for payroll stability, monthly operating needs, and the timing of case wins or losses.
• Translate existing financial data into clear, executive-level reports usable by firm leadership and the Office Administrator.
• Analyse operating expenses, profit margins, and spending patterns to identify efficiency improvements.
• Create KPI dashboards and reporting frameworks that give leadership better visibility into firm performance, and coordinate with the external CPA on tax planning opportunities.

• Prior experience as a fractional CFO or senior finance leader advising business owners, preferably in small to mid-size law firms or professional services with variable revenue.
• Strong background in financial strategy, budgeting, forecasting, cash flow modelling, and profitability analysis.
• Experience with plaintiff-side contingency-fee firms or comparable businesses is highly preferred.
• Ability to communicate financial information clearly and translate data into actionable recommendations for non-finance leadership.
• Proficiency in Excel and financial reporting tools; familiarity with Litify and Accounting Seed is a strong advantage.
• Comfortable operating as a true fractional adviser at approximately 10 to 15 hours per month, with discretion when handling confidential financial matters.

Meyer Wilson Werning Co., LPA is a nationally recognised plaintiff-side law firm specialising in investor claims, securities fraud, and mass and class actions. The firm has recovered over $350 million for clients and secured significant verdicts, including a $262 million class action result. It operates across the United States under a contingency-fee model.