CFO

Overview

Are you a financial strategist with a passion for empowering mission-driven organizations through precision, foresight, and fiscal integrity? Do you have the leadership vision to shape a firm’s financial future while aligning operational efficiency with growth-centered decision-making? Can you navigate the complex landscape of legal finance, translating data into actionable strategy and fostering a culture of profitability, trust, and compliance? Is your approach to financial stewardship underpinned by a blend of proactive planning, analytical rigor, and hands-on leadership?

Final question : When faced with a challenge, do you get excited or run away?

IMPORTANT : TO APPLY

To Apply : Submit your application by clicking the "Apply" button and applying on the Crisp Recruit page that opens.

What you’ll do

• Cash Flow Management : Oversee daily cash flow, track and optimize revenue vs. expense cycles, and maintain visibility into our $1.5M–$2M monthly revenue and ~$1.1M in monthly expenses.
• Financial Strategy & Forecasting : Build and lead a forward-looking financial strategy, including rolling forecasts, cost-center analysis, and monthly projections. Partner with leadership to make informed decisions about cash reserves, credit lines, and investment planning.
• Budgeting & Reporting : Implement budgeting systems from the ground up and deliver actionable monthly financial snapshots. Prepare insightful reports for executive review, aligning finance with firm-wide performance goals.
• Accounting Oversight : Ensure accurate bookkeeping and accounting practices, leveraging systems like QuickBooks and Power BI. Supervise AP / AR teams, helping to streamline current AP / AR procedures and apply best practices to increase efficiency, accuracy, and revenue collection, and guide the build-out of scalable financial infrastructure.
• Tech System Optimization : Support the transition to a new case management platform and billing solution, ensuring accuracy, integration, and financial visibility across practice areas.
• Tax Planning & Compliance : Collaborate with external tax partners (e.g., Baker Tilly) to optimize year-round tax strategy and compliance. Analyze and advise on strategic financial implications of new legal initiatives or legislative developments.
• Executive Collaboration : Act as a strategic advisor to the Managing Partner and President. Serve as a trusted voice in high-stakes financial discussions, identifying opportunities for profitability and course correction.

What we’re looking for

Why you should work here

At Tabak Law, your role as Chief Financial Officer is more than a job—it’s a chance to define the financial future of one of Wisconsin’s fastest-growing law firms. You’ll be at the helm of our financial strategy, empowering leadership with clarity, forecasting for sustainable growth, and building systems that transform potential into performance.

Join us in making a lasting difference—not just in courtrooms, but in communities. Be the force behind our numbers, and help us elevate our mission of advocacy, compassion, and justice.

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