CFO

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?

 

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At Tabak Law, a leading legal firm headquartered in the Milwaukee metropolitan area, our mission is simple yet powerful: to fiercely advocate for those who need it most. Since our early days when co-founder Jim was just the third employee and still in law school, we’ve experienced tremendous growth, now boasting a team of over 200 professionals across onshore and offshore offices. With a deep focus on Veterans Disability, Social Security Disability, Workers' Compensation, and Personal Injury Law, we’ve built a reputation for being champions of the underserved.

We remain a people-first firm, passionate about helping others, grounded in empathy, and driven by results. We are now seeking a Chief Financial Officer (CFO) to join our executive team, bringing fresh perspectives and trusted expertise to steward our firm’s financial future as we move into a pivotal growth phase beyond $20M in annual revenue. This is not just a leadership role - it’s a critical partnership with our Managing Partner, President, and strategic leadership team, contributing directly to the operational scalability and long-term success of Tabak Law.

As CFO at Tabak Law, you’ll bring clarity to complexity, structure to scale, and foresight to financial decision-making. You will be the cornerstone of our financial operations, developing cost-center insights, reporting frameworks, and forecasts that drive intelligent growth. This is your opportunity to join a firm that’s not only reshaping lives through legal excellence but also building a legacy of integrity, community, and innovation.

 

 

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:

• Experience: 3–5+ years as a CFO or senior financial leader with a track record of driving profitability and scalability in a high-growth environment.
• Industry Exposure: Law firm or healthcare experience is a plus, but not required.
• Analytical Acumen: Expert in Excel, QuickBooks, Power BI, and financial modeling. Able to translate raw data into strategic, actionable insights.
• Leadership Style: Direct, candid, and collaborative. Comfortable giving strong opinions while partnering across diverse teams.
• Systems Builder: Experienced in implementing financial infrastructure, including new software systems, reporting dashboards, and cost analysis protocols.
• Strategic Problem-Solving: Able to identify inefficiencies, challenge the status quo, and build financial systems that align with organizational mission and scale.
• Personality Fit: Passionate, detail-oriented, and unafraid to dive into complexity. Enjoys working with diverse personalities and thrives in a fast-paced environment.

 

 

Why you should work here:

• Mission-Driven Culture: Tabak Law exists to help real people facing real challenges. Our team is motivated by impact, not ego. You’ll be working alongside professionals who care deeply about changing lives.
• Leadership Voice: As our CFO, you won’t just manage finances—you’ll shape the firm’s strategic future. Your recommendations will guide top-level decisions.
• Silo-Free Collaboration: Each of our practice areas runs like its own business unit—your insights will cross organizational boundaries, influencing structure, investment, and growth across the firm.
• Room to Grow: Tabak Law is in an exciting scale-up phase. With revenues surpassing $20M and ambitions to expand further, this is your opportunity to build systems that support exponential growth.

 

 

Additional perks:

• Hybrid Work Flexibility: Primarily onsite in the Metro Milwaukee area, with flexibility as trust and performance are established.
• Health Benefits: 70% of employer-sponsored health insurance premiums covered.
• Disability & Life Insurance: Employer-paid short-term, long-term disability, and life insurance plans.
• 401(k): 3% employer contribution.
• Paid Time Off: Start with 2 weeks PTO, increasing to 3 weeks at 3-year tenure. Parental leave starting August 1st.
• Company Culture: Passionate about people, family-oriented, and built on trust. You'll work alongside leaders who listen and empower.

 

 

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.