Joshua Lance

About Joshua Lance

Strategic finance leader with over 15 years of progressive experience in financial reporting, planning, and analysis within the legal industry. Proven expertise in driving profitability, managing complex budgets, and leading cross-functional teams during periods of rapid growth. Skilled in partnering with law firm leadership and partners to optimize pricing, compensation, billing, and revenue cycle management. Adept at financial modeling, strategic decision support, and delivering executive insights that align with organizational goals. Known for building high-performing finance functions and fostering collaborative environments focused on continuous improvement and excellence in client service.

Experience

1. Senior Manager, Financial Reporting & Analysis (North America)

   Clyde & Co

   Jul 2022 — Present · Kansas City, MO, US

   Established and lead the North American FP & A function, serving as the region’s first dedicated financial strategy leader during a period of significant growth, where revenue grew 154% alongside a 121% increase in attorney headcount. Oversaw all financial reporting for management, partners, and department heads, with contribution expanding 200%, demonstrating strong profitability improvements amid rapid expansion.• Present financial results, forecasts, and strategic insights to the North American Management Board and firm leadership, enabling data-driven decisions.• Lead the revenue and expense budgeting and forecasting process, collaborating with global finance, COO, CFO, and practice heads during a period where the firm has grown in revenue by 154%. Develop models that track and predict financial trends.• Drive profitability and pricing strategy in collaboration with the pricing team and partners, helping identify rate increases and ensure profitable fee arrangements.• Partner with billing and collections teams to set revenue targets and provide reporting to optimize working capital management.• Conduct quarterly profitability analysis and lead partner discussions to identify growth and efficiency opportunities. Deliver workshops on law firm economics for fee earners at all levels.• Support strategic growth initiatives including compensation planning, lateral hires, office openings, mergers, and succession planning through detailed financial analysis.• Mentor partner-track candidates on financial strategy, profitability metrics, and business planning. Guide candidates through the financial components of the partnership interview process, enhancing financial acumen and strategic thinking.• Collaborate with global finance leadership to standardize tools and processes and support finance transformation efforts.

Education

• University of Missouri-Kansas City

  BBA, Business Administration

  2001 — 2005

Skills

• Invoicing
• Financial Software Implementation
• Microsoft Office
• Financial Reporting
• Analysis
• Customer Service
• Mac Os X
• Financial Analysis
• Physical Inventory
• Staff Supervision
• Elite
• Expense Management
• Journal Entries
• Chrome River
• Apple Macintosh
• General Ledger
• Microsoft Word
• Accounting
• Staff Training
• Budgets
• Financial Accounting
• Purchasing
• Process Improvement
• Store Management
• Budget Analysis
• Cash Handling
• Microsoft Excel
• Account Reconciliation
• Budgeting
• Billing