Reporting and Supervisory Relationships:
The Chief Operating Officer (COO) reports to the Firm Chair. The following administrative
directors report to the Chief Operating Officer:
1. Controller;
2. Director of Technology;
3. Director of Client Services;
4. Director of Human Resources;
5. Director of Legal Services;
6. Chief Talent and Inclusion Officer;
7. Facilities and Business Services Director.

Basic Function:
The Chief Operating Officer is responsible for managing the administrative operations of the
Firm and, as a member of the Executive Team, works to support the Firm’s strategic goals.

Essential Functions:
Essential functions include the following. Some of these functions will be handled directly and
others will be delegated and managed. Other duties may be assigned. Regular and predictable
attendance in the office is an essential function of the job.

1. Leadership: Provides leadership to the Management Team and to all employees.
Actively participates on the Executive Team, in Department Chair meetings, in Advisory
Board meetings, Partnership Admissions Committee, Diversity, Equity and Inclusion
Committee, Space Committee, Retirement Plan Committee, Professional Standards
Committee, Emergency Planning and Disaster Recovery Committee and in partnership
meetings. Develops and implements plans for the short-term and long-term needs of the
Firm. Communicates proactively with the partners to ensure that the administrative
services and resources are meeting their expectations and the clients’ needs. Seeks input
from employees as appropriate and encourages open communication. Keeps the partners
and employees appropriately informed and actively participates in annual staff meeting
for employees;.

2. Supervision: Supervises all direct reports, including hiring, orientation, training,
coaching, counseling, performance evaluations, and terminations. Creates an environment
of accountability for all managers and directors that fosters responsiveness and efficiency
balanced with cost-effectiveness. Conducts regular meetings with direct reports and with
the Management Team, promoting teamwork, constructive communication and sound
management practices. Provides guidance to the Management Team regarding the
preparation and implementation of annual business plans in alignment with the Firm’s
strategic plan, practice area/industry group plans and other plans as appropriate.

3. Financial Management: Directs the preparation of the annual budget for approval by the
Partners; monitors the budget monthly. Reviews and analyzes the monthly financial
reports prepared by the Accounting Department and recommends corrective action as
required. Ensures that costs are reasonable and under control. Maintains working
relationships with the Firm’s bank. Provides guidance to the Controller and the Director
of Human Resources regarding the financial aspects of the Firm’s retirement plans.

4. Practice Management: Works with the Department Chairs, Practice Area Leaders and
Industry Group Leaders to ensure that the attorneys have the resources and support they
require to serve the Firm’s clients. Provides the industry groups/practice areas with
financial reports and analyses. Ensures that attorney recruiting and development
activities, marketing initiatives, paralegal management, and practice support are meeting
the needs of the practice areas.

5. Administrative Management: Directs a cohesive team of managers and directors to
effectively manage the operations of the Firm’s administrative departments. Ensures that
each staff department is providing quality service and support. Promotes an environment
that results in continuous improvement. Manages staffing ratios to levels comparable to
other similarly situated law firms. In conjunction with the Facilities and Business
Services Director, negotiates new contracts with the Business Services vendor as they
come due or evaluates new vendors.

6. Other: Ensures that the St. Helena office has the support and resources it requires;
periodically visits the St. Helena office. Stays current on legal industry trends through
continuing education, reading pertinent articles, participating in the relevant professional
associations, and establishing networks. Other related duties as assigned.

To perform this job successfully, an individual must be able to perform each essential duty
satisfactorily. The requirements listed below are representative of the education, experience,
skills and abilities required. Reasonable accommodations may be made to enable individuals
with disabilities to perform the essential functions.

Education: A Bachelor’s Degree or equivalent work experience is required; an advanced
degree in finance or management is desirable.
Experience: A minimum of seven years of management experience in a professional
services environment is required.
Expertise: The requirements listed below are representative of the knowledge, skills,
and/or abilities required to perform this job successfully.
 Strong leadership and management skills;
 Sound business judgment;
 Excellent communication and interpersonal skills;
 Strong supervisory and teambuilding skills;
 Planning and organizational skills, including the ability to manage a number of
projects concurrently;
 A proactive approach and the ability to work “hands-on” as required;
 Strong decision-making and problem-solving expertise;
 Computer proficiency, including MS Word, Excel, Outlook and PowerPoint.
Level: This position exercises a high degree of discretion and independent judgment.
Working Conditions: Normal office environment.
Physical Requirements: The physical demands described here are representative of the
requirements that must be met by an employee to successfully perform the essential
functions of this job. Reasonable accommodations may be made to enable individuals
with disabilities to perform the essential functions. While performing the duties of this
job, the employee will be required to come and go from the work area, talk, listen, use a
personal computer and telephone, read and understand documents containing text and/or
numbers, and lift and/or move up to 10 pounds. Extended periods of keyboard and mouse
use are required.

Job descriptions do not limit the tasks that an employee may reasonably be requested to
perform. Substantive changes in job descriptions may be necessary as the needs of the Firm
change over time. Any substantive changes to this job description will be approved by the Firm’s
Chair. This job description in no way alters the Firm’s at-will employment policy.
Farella Braun + Martel LLP is an Equal Opportunity Employer

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