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Client Resources

Hot Candidates week of 10/28/2026

CFO

  • CPA and MBA; Big4 audit foundation before a career in PE-backed finance leadership with board exposure
  • Currently CFO of a multibillion-dollar AUM investment advisory firm; built FP&A from scratch, cleaned up the books, moved the business to an accrual-basis audit, and led sale readiness
  • Prior VP Finance and Controller at a PE-backed media company; served as Interim CFO presenting to the board; led NetSuite and AP automation implementations and supported an acquisition
  • Negotiated debt and bank covenants and presented quarterly to lenders
  • Targeting $320K+

Treasurer

  • BS in Engineering; career built through risk and banking before moving into treasury leadership at global financial technology firms
  • Most recently built institutional-grade treasury across a global team; owned liquidity and cash forecasting, FX and interest rate hedging, and banking relationships; consolidated hundreds of bank accounts and supported multiple acquisitions
  • Prior Global Treasurer at a public payments company reporting to the CFO and presenting to the Board; led a revolver renegotiation, implemented a treasury management system, and owned the global SOX program through a clean outcome
  • Earlier advised fintechs on restructuring funding stacks to materially reduce borrowing costs; senior risk roles at a global bank and major technology companies
  • Targeting $300K+

Controller

  • 25+ years in commercial real estate accounting; deep Yardi and MRI expertise across owner-operators and third-party managers
  • Currently Controller of a newly created division with a large national portfolio; leads a large onshore and offshore team and delivers profit margin analysis supporting leadership decisions
  • Prior Senior AVP, Investment Accounting leading investment-level reporting across multiple property types; point person for auditors, lenders, and JV partners
  • Earlier Controller at a PE-backed retail owner-operator building the close from scratch; years at a public REIT supporting 10-Q and 10-K production; Big4 real estate audit foundation
  • Targeting $200K+

Controller

  • CPA and MBA; Big4 audit foundation before a career in real estate accounting, shared services, and global accounting leadership
  • Most recently Director of Property and Lease Accounting for a national retailer; led a large US and India team owning ASC 842, fixed assets, CIP, CAM, and rental income; led sale leasebacks, a fixed asset useful lives initiative, and an acquisition ERP integration
  • Prior Controller of a PE-backed consulting firm; cleaned up inherited issues, completed audits ahead of schedule, and prepared the company for sale
  • Earlier Global Assistant Controller who stabilized an international team and led a divestiture
  • Targeting $200K+

Controller

  • Active CPA with 15 years across automotive manufacturing, healthcare services, and public accounting
  • Prior Controller at a food manufacturer owning standard costing, budgeting, and WIP reporting; supported a new plant launch, meaningfully improved EBITDA margin, and brought close down to three days
  • Earlier Controller at a PE-backed healthcare roll-up handling acquisition accounting and integration for physician practices and running a 13-week cash flow
  • Eight years at a large automotive supplier promoted three times to Corporate Controller over about 19 people; led an ERP implementation, a greenfield plant launch, multi-state consolidation, and a continuous improvement program delivering millions in savings
  • Targeting $180K+

Controller

  • CPA with Master of Accountancy; 18+ years of experience; Big4 audit foundation before multi-entity and international controllership
  • Currently leads a full QuickBooks to NetSuite conversion, implemented multistate sales tax compliance, built the first board reporting package, and manages an outsourced accounting team
  • Prior VP of Finance through a company sale and M&A due diligence; cut close from 10 days to 7; earlier US Controller at an international public company cutting close from 7 days to 3
  • Earlier multi-entity consolidation at a PE-backed holding company
  • Targeting $175K+

Director of Accounting

  • Inactive CPA who passed all parts on the first sitting; known for stepping into complex situations and getting them under control
  • Currently leads accounting for acquired AP automation entities covering revenue, cost of sales, cash, AR, and bad debt; helped double the team; works in D365 and BlackLine and supported an NetSuite to D365 migration
  • Prior consultant at an energy company after a major acquisition; led a balance sheet cleanup and a OneStream implementation
  • Six and a half years at a national staffing firm rising from Accounting Manager to Regional Controller over about 10 offices across the US and Canada
  • Targeting $175K+

Controller

  • MBA with accounting concentration; leads a team of eight across multiple entities and states at a PE-backed manufacturer
  • Owns budgeting and forecasting including the mid-year reforecast; hands-on with treasury and reconciliations
  • Completed the full company valuation through a PE sale and brought acquired companies onto NetSuite from QuickBooks
  • Prior fractional Controller leading a NetSuite integration; earlier nonprofit Comptroller leading a system conversion; Assistant Controller at a manufacturer; already bringing AI tools into the finance team
  • Targeting $165K+

Controller

  • CPA with 10+ years across public accounting and industry; audit foundation focused on real estate and construction clients
  • Currently Associate VP and primary accounting resource for a startup-phase loan servicing company with global operations; built processes from scratch, brought close to 8 business days, and owns cash forecasting across regions
  • Prior Brand Controller for a large multi-unit restaurant group leading five senior accountants plus an outsourced team; handled acquisitions, ASC 842, sale leasebacks, and CIP; cut the audit from over a year to four months
  • Earlier Assistant Controller supporting multiple full-service hotels with complex consolidation and debt modification accounting
  • Targeting $165K+

Director of Treasury

  • CPA; Staff Accountant to Accounting Manager to Assistant Treasurer at a public payments and software company before PE-backed treasury leadership
  • Currently Director of Treasury at a PE-backed multi-location healthcare platform; led bank account rationalization, negotiated better merchant services terms, and built and updates weekly the 13-week cash flow shared with the C-suite and lenders
  • Manages a treasury analyst, partners with the CFO on lender needs, and handles cash integration for acquisitions
  • Prior experience supporting an IPO and S-1, 10-K and 10-Q preparation, daily debt management, and covenant reporting
  • Targeting $162K+

Assistant Controller

  • BS in Accounting; 15+ years across public accounting and private industry
  • Currently owns close and consolidation of five business units at a PE-backed organization; delivers weekly flash reporting and budget variance analysis to the CFO, manages the GL team, and leads the annual audit
  • Led system reconfiguration after a major acquisition and ASC 805 accounting through a PE sale; absorbed revenue recognition for the food service divisions
  • Cut close from 30 days to 15; project lead on an ASC 842 implementation; broad systems experience across JD Edwards, Oracle, NetSuite, and Costpoint
  • Targeting $160K+

Director of Finance

  • MS and MBA in Finance; full life cycle deal experience from investment banking and private equity through corporate strategic finance
  • Currently leads strategic finance across M&A, valuations, budgeting, forecasting, and risk management at a VC-backed company; builds scenario models driving market decisions and presents them alongside the CFO
  • Rebuilt budgeting around what each market can generate in revenue; played a key role in a Series B raise; built a real-time cash, AP, and aging dashboard
  • Prior Director of Strategic Finance leading M&A and replacing a manual forecasting model with an automated structure
  • Targeting $150K+

Accounting Manager

  • Bachelor’s in Accounting and MBA; accounting leader who walks into departments, finds what is broken, and fixes it
  • Currently owns the revenue cycle for a large network of sites across multiple entities; reviews contracts against billing, handles intercompany, bank and balance sheet reconciliations, and budget-to-actual analysis presented to ownership
  • Prior Assistant Director of Finance at a hospitality property; built the accounting function from scratch and was sole owner of close, fixed assets, audits, and tax filings
  • Earlier seven years at a large hospitality company as Accounting Manager over a team of eight; cut group billing time from 15 days to 7
  • Targeting $120K+

AR Manager

  • Seasoned AR leader who turns messy departments into well-run ones across public, PE-backed, and small company environments
  • Currently leads AR at a PE-backed specialty services firm managing a team of six across billing, cash application, and collections; drove automation and partners directly with the C-suite on cash flow strategy; daily user of NetSuite and Salesforce
  • Prior nearly four years at a PE-backed restaurant company rising to Senior Manager, AR and Order to Cash; helped bring AR back in house, hiring a team and building workflows from scratch
  • Earlier deductions, collections, and cost accounting experience; SAP and PeopleSoft
  • Targeting $105K+

AR Manager

  • Leads a team of three AR specialists and billing clerks while staying hands-on; runs collections meetings and partners with executive leadership on AR aging and cash flow
  • Promoted into the supervisor role after management changes; joined owning billing for multiple locations alone, then moved into AR and weekly aging reports for the CFO
  • Strong in NetSuite, Oracle, Stripe, and Excel; experienced with customer invoice portals including Coupa, Ariba, and Corrigo
  • Earlier six years at a large academic medical center reviewing about 200 payment requests daily and supervising four accounting assistants
  • Targeting $80K+

Senior Accountant

  • MBA with Accounting concentration; daily Yardi user with deep fixed assets expertise in real estate
  • Currently owns acquisition and disposition accounting, monthly fixed asset rollforwards, FA to GL reconciliations, and the quarterly held-for-use and held-for-sale analysis for leadership and auditors
  • Prior three years at a large multi-practice healthcare platform, promoted to Senior of Corporate Accounting; owned corporate books and streamlined AP, eliminating double-paid and missed invoices
  • Began in public accounting tax and bookkeeping, then a nonprofit healthcare organization
  • Targeting $120K+

Tax Senior

  • Master of Tax Accounting and BS in Accounting; nearly four and a half years at a Big4 firm in asset and wealth management, rising from intern to senior
  • Manages complex partnership and corporate tax filings for alternative investment clients across private equity, hedge fund, credit fund, and fund of funds; leads multiple concurrent engagements and directs a large US and offshore team
  • Primary contact for client CFOs; trains junior staff on technical matters and AI tools; built a structured process to clean and integrate data for thousands of investors
  • Targeting $115K+

Senior Accountant

  • Licensed CPA who passed all four sections about a year into the career; BS and MS in Accounting
  • Assurance Associate at a national firm who has audited 20+ organizations; owns testing across revenue, AP, and PPE, evaluates internal controls, and prepares final audited financial statements and disclosures
  • Works directly with controllers and C-level executives at least twice a week; several busy seasons including internships
  • Proficient in Excel, Alteryx, and CaseWare; brings AI tools into audit work; auditor’s mindset with interest in owning close, reconciliations, and SOX controls
  • Targeting $120K+

Senior Financial Analyst

  • Master of Finance and BA in Business Administration with Accounting and Finance emphases; Division I collegiate team captain
  • Currently the corporate finance contact for outpatient clinics; owns clinic budgets across the full income statement, delivers monthly budget-versus-actual reporting, and reviews provider compensation contracts line by line
  • Moved from manufacturing into healthcare and learned a new set of metrics within six months; trains market leaders on finance tools
  • Prior three years in revenue analytics promoted from Analyst I to II; led AR collections for a Fortune 500 customer and built customer pricing models in Oracle EBS; advanced Excel and Power Query
  • Targeting $100K+

Senior Accountant

  • CPA with Master of Accountancy and magna cum laude accounting degree; Senior Audit Associate with the entire career at one firm since interning
  • Leads four client audits simultaneously across manufacturing, distribution, and construction; owns the most complex areas including revenue, AR, inventory, job contracts, leases, and debt and equity; strong ASC 606, ASC 842, and CECL experience
  • Standout first-year audit of a PE portfolio company cutting inventory work from 800 hours to 400, then 320
  • Picks up client systems quickly including Sage Intacct, QuickBooks, and CMiC, plus AI tools; has led teams of up to six
  • Targeting $100K+

Senior Accountant

  • Licensed CPA; double major in Accounting and Business Management; Senior Auditor leading middle market audits from venture-backed startups to roughly $1B in sales across technology, manufacturing, and nonprofit
  • Specializes in complex equity structures including warrants, preferred shares, and convertible notes, plus ASC 606; deep exposure to capitalized software, ASC 842, and subscription revenue
  • Led engagements for $50M+ revenue clients as a staff auditor; promoted to Senior; supervises staff, interns, and overseas team members
  • Selected for an international rotation with a partner office; natural leader who develops the people around him
  • Targeting $95K+

Senior Accountant

  • MBA with Data Analytics focus; Senior Accountant at a PE-backed healthcare organization, promoted through a major acquisition
  • Owns ASC 842 lease accounting, a large part of ASC 606 revenue, and supports projections and audit liabilities across multiple entities; leads close and trains staff
  • Built opening balance sheets mid-month through a company division, then helped migrate between ERPs; driving a new lease software implementation
  • Works in NetSuite, NetLease, and Ramp; earlier finance experience supporting a CFO and building profitability analyses
  • Targeting $95K+

Senior Financial Analyst

  • Master of Professional Accountancy; Big4 assurance foundation promoted ahead of schedule to lead senior on a major retail client
  • Currently Senior Accountant at a healthcare platform; started running full-cycle accounting for an affiliated practice independently; owns month-end commentary, margin analysis, and budget-to-forecast-to-actuals; supervises two staff accountants
  • Analyzes period-end expenses and accruals and variances to identify key drivers
  • Strong communicator who loves explaining trends and presenting what the numbers mean
  • Targeting $100K+

Senior Accountant

  • Master of Science in Accounting; healthcare-trained with an AP and reconciliations foundation; NetSuite, Sage, PeopleSoft, and Oracle
  • Owns full-cycle close for his areas including payroll accounting, revenue reconciliations, accruals, prepaids, and monthly P&L analysis; supported an internal audit and trained a staff accountant
  • Earlier over two and a half years as the only staff accountant in a new behavioral health department at a large healthcare company; handled close for every facility; found lease over- and underpayments and built a lease audit template the team still uses
  • Targeting $90K+

Treasury Specialist

  • BS in Accounting; 5+ years of treasury and cash management in healthcare; pursuing CTP and CMA
  • Most recently cleaned up after a failed system implementation at a healthcare SaaS company; caught up reconciliations, built a 13-week cash flow from scratch, and partnered with the CFO on variance analysis
  • Handpicked for back-to-back ERP conversions at two large healthcare organizations; cut close by 4 days and wrote accounting policies from scratch
  • Four years in treasury at a multi-state physical therapy provider reconciling a large number of bank accounts and redesigning transaction coding to feed the daily deposit file and cash forecast
  • Strongest in Sage Intacct and Oracle

Accounting Specialist

  • Two and a half years handling AP, AR, budget reporting, and audits across a multifamily portfolio on a lean team; processes high invoice volume including utility bills for every property
  • Keeps books on cash and accrual bases across ownership groups; audits subsidy payments and housing ledgers
  • Runs daily audits of resident ledgers and serves as go-to resource for onsite managers; daily user of RealPage, Excel, and Microsoft 365
  • Earlier four years leading digital marketing with ownership of reporting and project management
  • Targeting $70K+

Entry Level Accounting Professional

  • BS in Accounting; May 2026 graduate committed to pursuing CPA
  • Nine-month audit internship with a state agency; owned monthly production cost totals across every product type and built the agenda and proposal book for a biannual committee meeting
  • High-volume, detail-heavy, Excel-driven work with VLOOKUPs and pivot tables; prior retail management experience training new hires while carrying a full course load
  • Open to general ledger, audit, or tax work; coachable and personable

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