Chief Financial Officer/ Chief Operating Officer

We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a Chief Financial Officer/ Chief Operating Officer opportunity with our finance/legal client, who is a pioneer in nationwide litigation finance solutions for law firms and commercial litigants. The firm operates established funds, maintains a proven underwriting platform, and has a seasoned team in place.


Your specific duties will include:
CFO Responsibilities

• Lead all financial planning, budgeting, forecasting, and reporting for the firm and its fund vehicles.
• Oversee fund accounting, investor reporting, capital calls, distributions, and NAV calculations.
• Manage relationships with auditors, tax advisors, prime brokers, fund administrators, and banking partners.
• Design and maintain the firm's capital structure and liquidity management framework, ensuring efficient deployment of investment capital.
• Develop and maintain financial models, scorecards, and dashboards that give leadership clear visibility into performance.
• Ensure compliance with all financial regulations, fund covenants, and reporting obligations.
• Support capital-raising efforts through investor-ready financial materials, due diligence packages, and direct engagement with prospective investors and lenders.

COO / Operational Leadership Responsibilities

• Drive day-to-day operational execution across underwriting, portfolio management, legal operations, HR, IT, and administration.
• Maintain and optimize the firm's existing operating system (EOS-based), including facilitating quarterly and annual planning sessions, maintaining the scorecard, and ensuring accountability across departments.
• Own operational KPIs, identify bottlenecks, and lead process improvement initiatives.
• Ensure the right people are in the right seats, remove obstacles, and promote open, honest communication across departments.
• Oversee vendor relationships, technology systems, and office operations.
• Partner with department heads to align priorities, resolve cross-functional issues, and maintain execution cadence.

Mergers & Acquisitions

• Lead or co-lead all merger, acquisition, and strategic transaction activity on behalf of the firm.
• Manage financial due diligence, deal structuring, valuation analysis, and integration planning for potential acquisitions or partnerships.
• Evaluate inorganic growth opportunities and present actionable recommendations to the CEO.
• Coordinate with external counsel, investment bankers, and advisors through deal execution and post-close integration.

Required qualifications for the position include :

• Progressive experience in finance and/or operations leadership, with at least 5 years in a CFO, COO, or equivalent C-suite role.
• Demonstrated M&A experience is required - must have led or materially contributed to at least two completed transactions (buy-side or sell-side).
• Background in private credit, litigation finance, alternative investments, or fund management is strongly preferred.
• CPA, CFA, or MBA (or equivalent advanced degree/credential) is highly preferred.
• Must be based in Arizona or willing to relocate to Arizona prior to start date. This is a firm requirement.

Pay Rate Range : Total compensation ranges from $150,000 to $500,000 annually, structured as a combination of:

• Base salary (commensurate with experience)
• Performance-based commission tied to fund and firm milestones
• Equity participation in the firm

Final structure will be determined based on candidate experience, package preference, and alignment with firm goals.

Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies and experience, and location. Employees have access to healthcare benefits including medical, dental and vision as well as a 401(k) plan.


Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today!

Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. For our complete EEO & Pay Transparency statement, please visit To receive state and federal compliance posters, e-mail View email address on click.appcast.io or call View phone number on click.appcast.io.


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