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Job description
Veritas Legal Plan provides affordable, structured legal protection for individuals and families facing financial pressure, particularly those dealing with unsecured debt, creditor actions, and related legal challenges.
With over 15 years of operational experience and a growing network of legal partners, the company is entering a phase where stronger financial infrastructure, visibility, and leadership are critical to continued growth.
The Role
We are hiring a hands‑on CFO to take full ownership of the company’s (multiple affiliated companies) financial function – from day‑to‑day accuracy to long‑term strategy.
Experience with Captive Insurance, State Insurance reporting, and pivot tables preferred Casual office environment. If you’re looking for a purely high‑level, boardroom‑only CFO role, this is not it.
What You’ll Own
Work directly with CEO on financial planning, forecasting, and decision‑making
Build clear, reliable reporting that reflects business performance
Identify inefficiencies and opportunities to improve margins and cash flow
Cash Flow & Banking
Manage daily cash positioning across multiple accounts and entities
Oversee fund transfers, reserves, and liquidity planning
Maintain banking relationships and financial controls
Accounting & Reporting
Own the general ledger and ensure GAAP‑compliant financials
Deliver accurate daily, monthly, quarterly, and annual reporting
Audit and clean up historical financial data where needed
Oversee case‑based billing workflows to ensure accuracy and completeness
Eliminate duplicate or missed revenue
Improve tracking and reporting systems
Insurance & Risk
Manage all company insurance programs (health, liability, workers comp, cyber, etc.)
Evaluate coverage, renewals, and cost optimization
Tax & Compliance
Coordinate with external accountants and actuaries
Ensure timely tax filings and estimated payments
Maintain compliance across multiple entities
Multi‑Entity Financial Management
Oversee bookkeeping, loan payments, and reporting across multiple companies
Ensure compliance with leases, taxes, and operational obligations
Operational Support
Act as financial point of contact for key vendors
Support internal teams with financial clarity What We’re Looking For
5+ years in a senior financial leadership role
Strong experience in cash flow management and operational finance
Experience with multi‑entity structures
Strong understanding of GAAP
Ability to build systems
Advanced Excel and QuickBooks proficiency
Preferred
Experience in legal or case‑based environments
CPA or MBA
Must operate strategically and tactically
Must fix problems, not just report them
Must be comfortable in a growing environment
Compensation
$120,000–$150,000 annually, plus health, vision, and dental insurance, and a 3% company‑matched retirement plan.
Veritas Legal Plan, Inc participates in E-Verify in accordance with state regulations.
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Worksite address
boynton beach, FL, 33435, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.