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Client Resources

Hot Candidates week of 9/16/2026

VP of Finance

  • Big4 audit foundation across SEC registrants before transitioning into revenue accounting and building a decade-long career in FP&A leadership at a publicly traded SaaS billing and payments company
  • Built FP&A range across multiple product lines; rebuilt revenue forecasting for a communications product line from a rough trend-based guess into a data-driven process achieving sub-3% variance; deep ASC 606 fluency across both accounting and FP&A
  • Most recently ran finance for a $270M professional services segment spanning four countries; led a team of 16 direct and indirect reports; primary architect of the quarterly board deck; drove Power BI automation across expense forecasting and revenue reporting; supported evaluation and integration of multiple acquisitions
  • Rare ability to speak fluently with both auditors and business leaders; brings a deal-oriented analytical mindset into a corporate finance environment
  • Targeting $225K+

Tax Director

  • CPA with Master of Business Taxation and 15+ years of Big4 real estate tax experience; specialized exclusively in real estate partnerships, REITs, and fund structures throughout career
  • Led complex partnership tax engagements for institutional real estate clients including equity funds, joint ventures, and operating partnerships; deep technical expertise in 1065, 704(b) allocations, waterfall structures, and complex capital account maintenance
  • Managed large engagement teams and served as primary technical resource for clients and junior staff on complex real estate tax matters; significant experience with real estate transactions including acquisitions, dispositions, and 1031 exchanges
  • Prior experience advising on REIT qualification and compliance, opportunity zone investments, and cross-border real estate structures; strong track record of developing client relationships and growing books of business
  • Targeting $250K+

Finance Manager

  • MS in Finance; rare combination of corporate FP&A depth, treasury exposure, and real estate specific experience built across entertainment, residential construction, and self storage environments
  • Currently supports a portfolio of approximately 1,000 properties across acquisitions, new development, and joint ventures; runs property-level forecasting and budgeting; partners with acquisition team on post-close performance and joint venture cash flow and distribution reporting
  • Prior first Finance Team Lead at a large family-owned contractor; built FP&A and data analysis function from scratch; stood up real-time KPI dashboards and implemented FP&A software to standardize and automate month-end reporting
  • Earlier progression from analyst to Finance Manager at a publicly traded entertainment company; built annual budgets and long-range models across 200+ locations; oversaw a $1.3B credit facility and drove a 30% reduction in banking fees through a competitive RFP process
  • Targeting $170K+

Controller

  • Named successor to a retiring CFO; most recently VP of Finance at a consumer products company owning cash flow management, AR and collections, budgeting and forecasting, and board-level financial reporting; managed complex revenue recognition tied to negative inventory and consolidated financials with an international office
  • Became the organization’s go-to Power BI subject matter expert; built and rolled out reporting across the team; led a payroll system transition and worked directly with external CPA firm on audit and technical accounting matters
  • Prior 16 years at a venture-backed logistics software company growing from staff accountant into CFO-level responsibilities; hands-on experience scaling finance in a lean, fast-changing environment alongside HR and benefits administration
  • Rare combination of finance and accounting leadership with genuine HR and benefits administration experience; strong business partner across the broader organization
  • Targeting $125K+

Accounting Manager

  • CPA and MBA; career built entirely in multi-site healthcare accounting across ambulatory surgery centers, surgical hospitals, and joint venture structures
  • Currently manages month-end close, financial reporting, and ASC 842 lease accounting across a portfolio of surgical facilities; serves as the primary technical resource on lease accounting and joint venture equity method investments across the organization
  • Deep expertise in complex joint venture structures including minority interest accounting, equity method investments, and partner distribution waterfall calculations; experienced in multi-entity consolidations and intercompany eliminations across both wholly-owned and partially-owned facilities
  • Prior experience at a large healthcare system building out lease accounting infrastructure and supporting the transition to ASC 842 from the ground up; strong track record of process improvement and close cycle reduction
  • Targeting $120K+

Controller

  • Active CPA with Master of Accountancy; public accounting foundation across multiple regional and national firms in audit before transitioning to industry
  • Prior Manager at a large healthcare company leading a team of five; played a key role in a major ERP transition from one Oracle platform to another
  • Currently Assistant Controller at a healthcare-focused PE firm; built every accounting process from scratch, led implementation of outsourced accounting for de novo portfolio companies, and advises on complex technical matters including equity transactions and revenue recognition; scope and ownership well beyond the current title
  • Targeting $160K+

Accounting Manager

  • Master of Science in Accounting; CPA candidate with exam scheduled and NTS already in hand; Big4 foundation across ASC 606 revenue recognition for major technology and media clients
  • Promoted from Senior Accountant to Accounting Manager within two months; oversees month-end and year-end close, financial reporting, and internal controls across multiple fund entities; personally prepares and presents monthly financials to the CEO
  • Automated roll forward schedules and reconciliations across four funds and nine equity owners cutting close by ten days; rebuilt SOPs and internal controls to strengthen audit readiness; built Tableau dashboards for fund performance visibility
  • Prior internal controls experience partnering with a controller on complex GAAP transactions including ASC 360, COSO framework alignment, and SOX compliance preparation
  • Targeting $135K+

Controller

  • CPA candidate with REG passed; public accounting and consulting foundation including SALT advisory work before transitioning into industry; natural communicator who bridges technical accounting with executive and sponsor relationships
  • Most recently took over core accounting and compliance duties within three weeks of joining a PE-backed home services platform; drove monthly close from 11 days to 8 during significant organizational restructuring; manages a team of four; resolved a state licensing compliance issue with a potential $5M penalty down to approximately $5,000
  • Prior five years at a SaaS accounting platform; cleaned up two years of unreconciled bank activity in weeks; built revenue recognition, automation, and controls from scratch; helped prepare the company for due diligence and investor presentations ahead of a successful PE acquisition
  • Earlier property accounting leadership and consulting experience across SALT advisory and HOA and condo association portfolios
  • Targeting $135K+

Finance Manager

  • Finance degree; investment banking foundation on a restructuring team during peak deal volume across restructuring, M&A, and capital markets transactions before transitioning into private equity and corporate FP&A
  • Prior Associate at a niche private investment fund; owned underwriting and due diligence on acquisitions, produced investor relations materials, and led quarterly fund valuations; developed sharp data analysis and advanced Excel capabilities on a lean team
  • Currently owns the annual budgeting process working directly alongside the CFO at a $100M EBITDA healthcare platform; go-to resource for ad hoc financial modeling supporting leadership decisions; leads KPI analysis across 75 practice locations and serves as FP&A point of contact for newly acquired partner practices
  • Rare blend of investment banking, private equity, and corporate FP&A experience; brings a deal-oriented analytical mindset into a corporate finance environment
  • Targeting $150K+

Senior Accountant

  • CPA with Magna Cum Laude Master’s in Accountancy; nearly five years in public accounting leading full financial statement audits including planning, internal controls testing, substantive testing, and reporting phases
  • Most recently leading a full government fiscal year financial statement audit; previously managed a rotating workload of 40-50 audits on a 12-month cycle and helped onboard incoming associates on workpaper preparation and audit management
  • Brings disciplined public accounting rigor, strong documentation standards, and a track record of quality delivery under tight deadlines
  • Targeting $100K+

Senior Accountant

  • Master of Professional Accountancy and Bachelor’s in Accounting and Finance; CPA candidate with 2 of 4 sections passed; recently promoted to Assurance Senior at a Big4 firm
  • Audits large publicly traded companies with revenues ranging from $500M to $10B+ across energy, automotive, and healthcare; manages audit areas from planning through completion including substantive procedures and internal controls testing
  • Trains and mentors newer associates on documentation standards; strong client-facing collaboration and cross-functional experience
  • Former Division 1 collegiate athlete; open to both senior accounting and finance-facing roles
  • Targeting $90K+

Staff Accountant

  • BS in Accounting and MBA completed while working full time; CPA eligible and actively studying for FAR with a goal of sitting before year end
  • Currently performs external audits with full engagement ownership from start to finish; client base spans condominium associations under GAAP and governmental and nonprofit entities under GAGAS; well-rounded foundation across multiple reporting frameworks
  • Prior cash handling, bookkeeping, and supervisory experience including balancing daily cash office activity, preparing deposits, maintaining internal controls, and supervising and training bookkeepers
  • Targeting $70K+

Entry Level Finance Professional

  • May 2026 Finance graduate; holds SIE and Life and Health licenses; proficient in Excel, SQL, Tableau, and Python; plans to pursue CFA or CFP certification
  • Multi-year internship supporting budgeting, forecasting, and financial statement preparation while working directly under a CFO at a commercial real estate company; reviewed financial statements to assess credit risk ahead of leasing decisions
  • Most recently managed a book of business at a major technology company; built AI-driven chat bots to support prospecting and tracked market trends with an analytical mindset
  • Focused on forecasting, budgeting, and analysis work; brings a technical edge and genuine interest in financial markets
  • Targeting $60K+

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