Chief Financial Officer (CFO) at Veritas Assurance Group, LLC

Boynton Beach, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

02 Aug, 26

Salary

115000.0

Posted On

04 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Strategy, Cash Flow Management, GAAP, Multi-Entity Accounting, Financial Reporting, Budgeting & Forecasting, QuickBooks, Advanced Excel, Tax Compliance, Risk Management, Billing Oversight, General Ledger Management

Industry

Legal Services

Description

Description Type: Full-Time | Exempt M-F 9:00am – 5:00pm About Veritas 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. The company was built from direct experience, recognizing that individuals under financial stress are often the least able to access legal support when they need it most. Veritas addresses that gap by offering predictable, membership-based access to vetted legal professionals and integrated protection services. Today, Veritas operates with a focus on delivering measurable member outcomes, supporting financial recovery, and building systems that scale responsibly. 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 financial function - from day-to-day accuracy to long-term strategy. This role is ideal for someone who can build structure, improve visibility, and operate close to the numbers, while supporting executive decision-making. If you’re looking for a purely high-level, boardroom-only CFO role, this is not it. If you want real impact, and the ability to shape how a company runs financially, this is. What You’ll Own Financial Strategy & Visibility - 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 monthly, quarterly, and annual reporting - Audit and clean up historical financial data where needed Revenue & Billing Oversight - 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 Requirements What We’re Looking For - 5+ years in a senior financial leadership role - Strong experience in cash flow management and operational finance - Comfortable being hands-on - Experience with multi-entity structures - Strong understanding of GAAP - Ability to build systems - High ownership mindset - Advanced Excel and QuickBooks proficiency - Strong communication skills Preferred - Experience in legal or case-based environments - CPA or MBA Role Expectations - Must operate strategically and tactically - Must fix problems, not just report them - Must be comfortable in a growing environment Compensation $100,000–$115,000 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.

Responsibilities

The CFO will take full ownership of the company's financial functions, ranging from daily accounting and cash flow management to long-term strategic planning. Key duties include overseeing multi-entity financials, ensuring GAAP compliance, and improving revenue tracking and reporting systems.