Resources

CFO / Finance Director

• Active CPA with an MBA and CGMA designation; seasoned finance executive with a career spanning pharma, cloud infrastructure, diagnostics, engineering, and media
• Entrusted with a $7B budget as a senior finance leader building data centers across North and South America at a major cloud provider; earned four hiring manager bids during a notoriously selective placement process
• Global Business Unit Controller overseeing a $1.8-2B civil engineering business unit; championed a remote work strategy two years before COVID, consolidating a 3.5M square foot real estate footprint and stripping major overhead
• Earlier scaled a diagnostics division from $169M to $700M and 500 to 1,500 employees; selected for an elite McKinsey team charged with removing $1.5B in cost and consolidating 28 business units into eight
• Six Sigma Green Belt; consistent track record across turnaround, restructuring, ERP implementation, and team building; focused on developing teams and fixing broken processes in a long-term stable environment
• Targeting $180K+

SVP Finance / CFO

• Nearly 30 years of progressive finance leadership across sports, entertainment, and venue operations; consistent track record of building FP&A functions, KPI frameworks, analytics dashboards, and budgeting infrastructure from scratch at every major stop
• Early career in venue and stadium operations growing into a regional controller role overseeing multiple major East Coast properties and a sizeable team across food, beverage, and retail operations
• Long tenure as SVP of Finance at a PE-backed sports and entertainment company; watched the organization scale from a single-sport operation to a multi-vertical platform; acted in a CFO capacity over a major business vertical managing multiple entities simultaneously with a lean team
• Deep experience in acquisition integration, M&A evaluation modeling, and building the strategic reporting infrastructure that drives PE-level decision making; onboarded a significant number of new entities in a compressed timeframe during peak acquisition activity
• Hands-on builder equally effective in high-growth PE environments or leaner organizations that need the finance function built right; departure entirely restructuring-driven with strong references
• Targeting $150K+

VP of Accounting / Finance

• Active CPA with 25+ years across publicly traded hospitality, SaaS, and professional services; Big4 foundation specializing in technology companies and IPO preparation
• Most recently Senior Director at a large publicly traded hospitality company; shortened close from 20+ days to 6, led a full Oracle ERP implementation on time and under budget, and completed acquisition accounting for three transactions
• Led all technical accounting and SEC reporting through a successful IPO at a prior company; filed nine S-1 submissions over 15 months and established SaaS revenue recognition policy
• Most senior person in financial reporting during a $3.5B merger; led S-4 preparation, acquisition accounting, and ongoing quarterly filings simultaneously
• Deep expertise in consolidations, ASC 606, stock-based compensation, SOX controls, and public company reporting
• Targeting $275K+

Tax Director / Senior Tax Leader

• CPA with 13+ years of Big4 experience across three major firms spanning HNW individual, expatriate, partnership, and corporate tax; unusually well-rounded technical foundation across the full tax spectrum
• Currently Tax Director in a High Net Worth practice leading private client engagements representing $2.5M+ in annual revenue tied to private equity partner relationships; oversees a broader team managing approximately $3M in aggregate client revenue
• Compliance work spans 1040s, 1041 estate returns, gift returns, foundation returns, and 1065 investment partnership returns with concentration on PE individuals and related entities; primary liaison for offshore engagement teams driving workflow efficiency
• Prior experience at two additional Big4 firms covering expatriate tax, global mobility structuring, tax equalization, and federal and state consolidated corporate returns for multinational clients including income tax provisions and audit responses
• Seasoned HNW tax leader with an established PE client background; strong fit for firms seeking a Director who can step into a book of business and expand through business development
• Targeting $400K+

VP Finance / Head of Finance

• MBA and BS in Finance and Economics with 15 years of progressive finance leadership; early career exposure at a major financial services firm supporting global trading operations before transitioning into healthcare finance
• Spent six years at a large academic medical system advancing from Senior Financial Analyst to Assistant Director; led analytics on a major payer renegotiation securing a 30% rate increase across a $2.7B physician enterprise; worked directly with university and medicine CFOs
• Currently running the entire finance operation at a PE-backed ophthalmology MSO with $260M+ in revenue; inherited a reactive function with 30-45 day late reporting and built real-time analytics, BI dashboards, and automated reporting infrastructure from scratch
• Supported four acquisitions handling payer contract diligence and integration; also owns managed care and payer contracting, medical malpractice, credentialing, and procurement — a true two-in-one hire
• Currently performing VP-level work and ready for the title to match; layering AI and automation into reporting workflows
• Targeting $250K+

Controller

• CPA with 5-7 years in Controller-level roles across private holding companies and e-commerce businesses
• Currently overseeing accounting across two e-commerce subsidiaries; centralized accounting in-house from a third-party provider, implemented job costing by product launch, and leading an active ERP migration
• Prior 9-year tenure at a diversified holding company with $300-400M in assets reporting directly to CFO and leading a finance team of 15 across multiple subsidiaries; consolidated 26 international bank accounts through treasury and AP system integrations
• Led multiple systems implementations including NetSuite lease module, Brex, and Expensify; leverages AI tools to accelerate formula and process work
• Process-first operator who thrives where there is room to build, improve, and lead
• Targeting $170K+

Controller

• Public accounting foundation in healthcare and banking audit before building a career in corporate and property accounting across residential investments and commercial real estate
• Joined a commercial real estate firm as staff Corporate Accountant and was promoted four times in five years to VP; leads month-end and year-end close, treasury, corporate budgeting, payroll, internal controls, and presents monthly financials directly to ownership
• Cut corporate close from 14 days to 7 within six months; transitioned property AP in-house across 360 properties in under one month; implemented Paylocity and AvidExchange fully automating previously manual processes
• Prior experience preparing corporate financial statements and supporting Board and Operating Committee reporting across a 17-property portfolio
• Extensive systems background including MRI, Yardi, Paylocity, AvidExchange, Juniper Square, and RealPage; particularly interested in CRE opportunities
• Targeting $155K+

Controller

• CPA with a career built in VC-backed startup accounting; repeatedly walked into early-stage companies with nothing in place and built the entire accounting function from the ground up
• Currently owns early-stage accounting end to end at a Series B fintech company; applies complex ASC 606 analysis to customer contracts, led ERP implementation after evaluating multiple platforms, and presents financials to executives monthly
• Prior experience at an AI-native accounting ERP contributing heavily on the product side; built a quote-to-cash revenue system at a subscription company that reduced the monthly revenue process from a week to a couple of hours and played a direct role in a Series C raise and M&A transaction
• Earlier PE-backed manufacturing experience building month-end close from scratch, taking over sales forecasting and demand planning, and passing multi-year audits with flying colors
• True builder and change agent who thrives on ambiguity; increasingly focused on AI-driven automation implementation
• Targeting $170K+

Accounting Manager / Controller

• Active CPA and CMA with Big4 foundation and a PE Certificate; career spanning public accounting, public company financial reporting, and private equity real estate fund accounting
• Big4 experience managing two concurrent teams of approximately 10 including an offshore team across financial services clients; hands-on SEC reporting, quarterly audits, SOX controls, and ASC 842 implementation
• Prior public company experience identifying and resolving a $400K deferred liability variance spanning four years and reducing revenue close cycle by 30%; earlier public accounting roots in healthcare and nonprofit audit with heavy ASC 606 focus
• Currently owns full financial close across multiple fund entities and 12 REIT entities including underlying data center SPVs; manages EY auditor relationship and reviews all third-party administrator deliverables; specialty in ASC 946, VIE/VOE analysis, and consolidations
• Built entire close infrastructure from scratch reducing close time by 50%; independently led four first-year audits simultaneously with no prior templates
• Targeting $160K+

Senior Finance Manager

• Dual Master’s degrees in Finance and Accounting; economics background; deep systems and tooling strength across Workday Adaptive, Power BI, Tableau, Hyperion, and SAP
• Currently Senior Finance Manager and System Owner of Workday Adaptive Planning; leading a company-wide initiative to automate forecasting and budgeting, partnering with each division to map workflows and build executive-ready dashboards
• Prior Director of Finance experience owning full company budget and forecast by division and in aggregate; sat in executive leadership calls translating directives into action across the business
• Earlier experience leading P&L reviews and building board-level KPI presentation materials; contributed scenario planning tied to the sale of a professional sports team; defense contractor CFO-level reporting background
• Pragmatic, fast-learning finance leader pairing strong technical buildout skills with executive presence; actively integrating AI into close and planning work
• Targeting $150K+

Accounting Manager / Senior Manager

• CPA with Big4-adjacent foundation at a national firm; helped stand up a regional office and was an active part of campus recruiting efforts
• Managed 8-10 concurrent engagements across manufacturing and industrials clients ranging from $9M to $500M in revenue; advised CFOs and Controllers on audit readiness and reporting
• Deep technical accounting expertise across ASC 606, ASC 842, and ASC 805; prepared and reviewed consolidated financial statements across PE-backed and family-owned multi-entity environments
• Served as Performance Advisor for up to six team members; strong people development and team leadership track record
• Targeting $130K+

FP&A Manager

• BS in Business Administration and MS in Finance and Economics; background defined by building FP&A and analytics infrastructure from the ground up rather than inheriting it
• Currently built an organization’s first enterprise-wide analytics and KPI reporting suite from scratch across eight business units and a $100M revenue portfolio; leads budgeting, forecasting, and financial modeling while partnering directly with business unit leaders
• Prior FP&A Manager experience managing budgeting across a $150M portfolio covering 14 departments; built automated Power BI dashboards achieving full adoption among department heads while cutting manual reporting by 10+ hours per week
• Post-acquisition integration exposure and actively seeking deeper M&A and ERP implementation involvement; strong in Power BI and financial modeling
• Targeting $150K+

FP&A Manager

• 9 years of progressive finance experience across PE-backed companies, healthcare, insurance, and logistics; builds FP&A infrastructure from the ground up rather than inheriting it
• Most recently led full FP&A function at a PE-backed logistics company; owned 3-statement models, lender presentations, cash flow forecasts, margin analysis, and Board deliverables; key contributor to the Value Creation Plan and exit strategy roadmap
• Supported acquisition and financial consolidation of a competing business; stepped into strategic leadership during a CFO transition; led AI integration to automate financial and operational metric reporting
• Solely responsible for writing SQL code and building Power BI dashboards from scratch at a prior role; introduced Power BI at most recent company; genuine differentiator combining financial acumen with hands-on data and visualization capability
• Earlier career includes developing a Labor Rate model used to adjust $130M in labor rates and serving as lead analyst on a major insurance repair program
• Targeting $130K+

Finance Manager

• CPA with 9+ years spanning public accounting, outsourced nonprofit accounting, and real estate lease accounting; public accounting foundation preparing federal and state returns across multiple entity types
• Spent several years as primary accountant across seven nonprofit organizations managing full accounting cycles for clients ranging from $1M to $30M in revenue; led ERP implementations and grew a team of up to six
• For 6+ years embedded on one of the largest government defense contractor accounts; manages a 270+ property, 14-entity commercial real estate portfolio with an $860M Right-of-Use Asset balance; ensures full ASC 840/842 compliance across a 226-site footprint
• Played a direct role in a cost savings initiative identifying $100M+ in savings through lease accounting analysis; delivers rolling forecasts and annual budgets for government tier rates; manages two direct reports
• Proficient in Oracle, BlackLine, CoStar, and Deltek Costpoint
• Targeting $150K+

FP&A Manager

• Nearly 7 years of progressive corporate finance experience; BA in Economics; prior front office Business Risk Management experience at an investment bank collaborating with traders across multiple markets
• Currently owns gross margin budgeting and forecasting across approximately 21,000 stores; drives variance analysis and communicates results directly to senior leadership
• Previously sole owner of a $1-2B annual CapEx budget spanning retail, distribution, transportation, IT, and strategic initiatives; presented weekly capital forecast updates directly to CFO; built a long-term CapEx model guiding future capital allocation decisions
• Certified Anaplan Model Builder overseeing governance for 250+ users company-wide; strong financial modeling and systems background
• Motivated to transition into healthcare with prior healthcare internship experience; seeking a finance business partner role with real ownership and strategic impact
• Targeting $125K+

Finance Manager

• BS in Business Analytics and MBA; 7+ years of FP&A experience entirely within healthcare; progressed from Client Billing Analyst to Senior Analyst with manager-level responsibilities throughout
• Manages budgeting, forecasting, variance analysis, and executive-level reporting across a $50M+ budget at a PE-backed employer health solutions company
• Led financial preparation for a potential go-to-market process building pipeline and new business analysis to present company value and run rate to potential buyers
• Spearheaded an enterprise-wide reporting automation initiative connecting multiple platforms into a Power BI-based system enabling real-time run rate visibility for the CFO; currently leading post-acquisition data integration across disparate platforms
• Proficient in Power BI, Prophix, Salesforce, and advanced Excel; recognized by peers and leadership as operating at Finance Manager level
• Targeting $140K+

Senior Financial Analyst / Finance Manager

• 5+ years spanning corporate accounting, financial analysis, data governance, and BI visualization; thrives at the intersection of FP&A and data analytics
• Most recently sole finance and operations lead managing 80+ weekly client-level expense allocations, building dynamic cash flow models across a $35M+ settlement portfolio, and leading an ADP payroll migration
• Prior Senior Financial Analyst role specifically recruited to bridge finance and IT; built board-level executive presentations and developed dashboards that cut reporting cycle time by 25%; managed financial data integrity across global operations
• Earlier consulting experience leading a full ERP migration including a three-year historical balance sheet reconciliation
• Proficient across QuickBooks Online, NetSuite, Sage, OneStream, Power BI, Tableau, and advanced Excel
• Targeting $121K+

Senior Accountant / Tax

• Big4 foundation at a major firm; dual-state CPA with 4.0 GPA across both BBA and Master of Accounting; recognized as top accounting student in the college; partner-nominated to a selective firmwide committee of 20 across all service lines
• Currently acting in a de facto senior capacity ahead of formal promotion; hit annual billable hours goal three months early ranking among the highest in the office
• Technical coverage spans corporate (50%), partnership (35%), and individual and trust (15%); corporate experience includes complex consolidated returns with up to 80 subsidiaries, state apportionment, nexus, and multiple complex book-to-tax differences
• Quarterly and year-end provision experience including effective tax rate computation, deferred tax assets and liabilities, and 163J provision work across multiple clients simultaneously
• Former Division I soccer captain; detail-oriented, and fast learner ready to make an immediate impact
• Targeting $105K+

Senior Accountant / Financial Analyst

• Licensed CPA and Master of Accountancy graduate with a 4.0 undergraduate GPA; Big4 foundation at a major firm executing financial statement audits across healthcare and insurance clients
• Currently owns full-cycle GL close for 40+ renal clinics including journal entries, balance sheet reconciliations, monthly trend analysis, financial statement preparation, and payroll support coordination
• Open to both senior accounting and FP&A opportunities including budgeting, forecasting, and variance analysis; strong fit for a growing healthcare organization
• Targeting $90K+

Senior Accountant

• CPA and MBA earned entirely while working full time; 5+ years of nonprofit audit experience progressing from intern through staff to Audit Senior
• Leads teams of 4-10 across 5+ engagements annually managing all phases from planning through fieldwork and reporting; goes well beyond traditional audit by directly handling complex accounting items including capital lease treatment, plant asset entries, and full GAAP-compliant financial statement preparation
• Designs and implements internal control frameworks for organizations with no established processes; presents findings and translates financial results to audit committees and governance boards
• Deliberately waited until both CPA and MBA were in hand before beginning search; prioritizing a collaborative, growth-oriented environment over immediate comp
• Targeting $105K+

Senior Accountant

• Nearly a decade of progressive accounting experience across outsourced accounting, large public company environments, and multi-industry client work
• Most recently managed full-cycle bookkeeping and accounting for a portfolio of 30+ clients simultaneously across three monthly close cycles; proficient across QuickBooks Online, Stripe, Bill.com, and Ramp
• Prior six years at a large publicly traded company progressing through AP and cash reconciliation into a full-cycle accountant role; oversaw reconcilers and junior staff, maintained SOX controls, and supported internal and external audits
• Reconciled cash, credit card, and gift card accounts across hundreds of profit centers; Oracle proficiency; trained incoming accounting staff
• Targeting $82K+

Senior Accountant

• Bachelor’s and Master of Accountancy with a Data Analytics concentration; nearly four years at a publicly traded healthcare REIT promoted to Staff Accountant II
• Owned full accounting cycle for a 37-building joint venture portfolio including journal entries, reconciliations, month-end close, shareholder reporting, intercompany transactions, and operating expense variance analysis; reviewed work of two staff
• Deep fluency in lease accounting, straight-line rent, and lease termination accounting; experienced through both an MRI system migration and a significant acquisition integration
• Proficient in MRI, BlackLine, and Excel; data analytics background with working familiarity in Tableau, SQL, Power BI, and Alteryx
• Targeting $75K+

Staff Accountant

• Master of Science in Accounting and Information Systems; CPA candidate with FAR already passed; public accounting foundation at a national firm in the healthcare practice covering internal controls, ASC 606, and ASC 842
• Built Excel-based data analytics tools to streamline audit testing; created a firm-wide employee benefit plan contribution testing template adopted across an entire office
• Prior manufacturing finance internship reporting directly to a Controller; reconciled 15 bank statements, coded 500+ AP invoices, and built an integrated Excel profitability model pulling from three financial systems to identify high-margin customers
• Systems-savvy in NetSuite and CaseWare; process improvement mindset with genuine motivation to take ownership of the accounting function
• Targeting $70K+

Staff Accountant

• Public accounting internship supporting financial statement audits and reviews across 10+ clients; conducted fraud interviews and tested balance sheet and income statement items for material accuracy
• Prior experience managing daily cash receipts and disbursements exceeding $1M, bank reconciliations, and payroll processing in a high-volume, time-sensitive environment at a civil engineering and disaster relief contractor
• Current role at a business management firm handling full vendor onboarding, AP invoice entry, W-9 collection across client entities, and credit card coding
• Seeking a full accounting scope including journal entries, balance sheet reconciliations, and financial reporting; motivated self-starter who graduated a semester early
• Targeting $65K+