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Client Resources

Hot Candidates week of 10/7/2026

VP of FP&A

  • Former CPA with dual degrees in Finance and Accounting; Big4 audit foundation before six years in Transaction Advisory Services performing buy and sell side financial due diligence for PE sponsors across industrial, manufacturing, SaaS, and home services deals
  • Led quality of earnings process as primary point of contact for sponsors and management teams; quantified $8M+ in revenue adjustments for a SaaS target; prepared QofE for a $400M+ global manufacturer; built pro forma synergies model for a 40+ location chain; identified purchase price adjustments totaling over $7M for clients
  • Built FP&A function from scratch at a PE-backed investment firm; designed consolidated quarterly reporting package; built profit sharing model delivering $5M in projected savings; cut quarterly investor reporting cycle from 14 to 10 days
  • Owns cash flow forecasting, headcount and payroll modeling, and acquisition modeling with IRR, NOI, and scenario analysis; credible sponsor-facing operator comfortable in board meetings
  • Targeting $235K+

Controller

  • CPA and MBA; public accounting foundation before building a career across PE-backed, multi-entity, and high-growth environments; strong references ready
  • Most recently inherited a severely delayed close and cut it from 16 to 8 business days; added a day-three revenue and gross profit flash earning direct board praise; delivered weekly 13-week cash flow forecasts; stabilized a post-implementation NetSuite environment; built AP approval workflow; supported an acquisition through due diligence and system onboarding
  • Prior Controller at a legacy family-run business; led a complete overhaul of accounting operations, rebuilt fixed asset and inventory reconciliations, introduced a POS system across four retail sites, and managed a team of four
  • Earlier experience creating month-end close across nine entities with WIP inventory adjustments across three production facilities; prior ERP transition support
  • Targeting $190K+

Assistant Controller

  • CPA candidate with two of four sections passed; runs the full controller function and sits on the executive team with no controller or CFO above; technical accounting owner for ASC 606, 842, 340, and 718
  • Redesigned close from eight days to three; cut DSO from 75 to 43 days; led a NetSuite implementation; took the company through its first external audit with an unmodified opinion every year since; ran a multi-state sales tax nexus study and resulting voluntary disclosure agreements
  • Co-led the accounting workstream on a $550M sell-side transaction owning the finance data room and QofE diligence requests; leads a team of four across AP/AR, accounting, RevOps, and staff accounting
  • Prior international close experience across three entities; earlier reconciliation of 25 title and escrow clients with $300M+ in monthly transaction volume; taught self SQL to work through a 14 million row file
  • Targeting $200K+

Controller

  • CPA with 16+ years in residential property management accounting; deep expertise in Yardi and Entrata; passionate about developing accountants and standardizing processes
  • Built an accounting department from the ground up; took over books for multiple properties in the first month; implemented an ERP; scaled team to four; oversaw accounting for approximately 50 entities including management company consolidation
  • Prior Controller at a major real estate firm leading a team of nine; handled fund-owned properties across multiple state portfolios; affordable housing and LIHTC experience
  • Currently oversees property, construction, and fund accounting across a multifamily portfolio including three corporate entities; leading the company through its first year audit
  • Targeting $175K+

Director of FP&A

  • BBA in Finance; promoted from Associate to Director in just over two years at a PE-backed healthcare platform with $800M+ revenue; leads a team of three and presents monthly results to the CEO, CFO, and division presidents ahead of sponsor calls
  • Built the PE-adjusted business unit and location-level reporting package from scratch; rebuilt through an ERP transition; financially integrated 18 acquisitions representing approximately $57M in annual EBITDA
  • Central player on a $1.1B division carve-out; built the Adjusted EBITDA argument producing approximately $19M of added purchase price; owned the vendor contract data room; helped structure a TSA generating $6M+ in annual management fees
  • Prior ownership of P&L reporting across $2.6B in system-wide sales; lead analyst on a $90M acquisition and integration lead on a $1B acquisition at a PE-backed platform
  • Targeting $180K+

Director of FP&A

  • BS in Finance; 8+ years in FP&A; promoted twice while supporting 260% revenue growth and headcount expansion from 200 to 750+ employees
  • Fully owns consolidated P&L model, board and lender reporting, KPIs, annual budget, and quarterly forecasting; built driver-based three statement models and 13-week cash flow; rebuilt legacy P&L into an integrated planning model with automated actuals and Power BI dashboards
  • Departmental budgets and variance reviews contributed to 7 points of EBITDA margin improvement; commercial analysis drove 19 points of gross margin expansion in one segment; built scenario model for two simultaneous acquisitions forecasted to nearly double revenue
  • Prior finance leadership program with rotations through Corporate FP&A, Plant Accounting, and Plant Leadership; led a companywide cost initiative delivering multimillion dollar annual savings
  • Targeting $180K+

Assistant Controller

  • CPA with 18 years of real estate accounting experience; Yardi power user with additional MRI and JD Edwards experience; hands-on operator who thrives in financial review, problem solving, and mentoring
  • Currently leads accounting, treasury, and AP teams at a retail real estate platform with approximately 400 legal entities; owns complex multi-tier partnership accounting including distributions, GP and internal partnership tiers, partner loans, investor reporting, and lender compliance
  • Prior third party property management experience onboarding 50 single-tenant ground lease properties, producing consolidated financials with eliminating entries, and handling CAM reconciliations and development draw schedules
  • Built a comprehensive policies and procedures manual; served as cost accountant on a $58M+ development project; consistent track record of training staff on complex multi-entity structures
  • Targeting $160K+

Assistant Controller

  • MS in Accounting and Finance; oversees daily accounting operations across five subsidiaries with 400+ locations; leads a team of five; owns monthly and annual close, financial package, and intercompany activity across two separate systems; manages treasury including debt portfolio and banking relationships
  • Built KPI dashboards and executive presentations breaking down profitability by category; structured the team with documented responsibilities, full cross-training, and GL-supported balance sheet schedules; no major year-end audit adjustments at any company in career
  • Prior Controller at a multinational manufacturer through multiple PE ownership transitions; led a full ERP implementation; redesigned sales commission plan lowering payout while growing sales 5%; cut monthly financial statement prep from five days to three
  • Targeting $140K+

FP&A Manager

  • MBA and BS in Finance; promoted twice in eight years; helped build FP&A team from scratch; later consolidated separate business unit finance teams into a centralized function standardizing journal entries, reconciliations, and reporting; daily SAP, Oracle Hyperion, and Excel user
  • Owns forecasting and budgeting across approximately $700M in sales and $100M in gross-to-net expense; built and drives a monthly channel review that grew into a full commercial operating rhythm with channel, product, and sales leadership; rebuilt KPI and gross margin reporting
  • Prior IT finance background in OPEX and CAPEX reviews and annual budgeting
  • Targeting $160K+

Finance Manager

  • BS in Finance and Marketing; 6+ years of FP&A; promoted from Financial Analyst to Finance Manager after stepping into a departed Director’s responsibilities; go-to finance leader through multiple CFO transitions
  • Owns a $60M company-wide P&L, leads annual budget and monthly reforecast, and runs monthly finance and operational reviews with CEO and leadership team; builds the Board deck finance section with first drafts typically going final
  • Built a real-time Power BI sales pipeline dashboard improving revenue forecast accuracy by 10%; cut operating expense reforecast cycle by two days; actively uses AI to automate FP&A processes; proficient in NetSuite, Power BI, Aleph, and Tableau
  • Earlier commercial real estate portfolio analysis experience; prior Chief of Staff overseeing a $6M budget and 40-person staff
  • Targeting $120K+

Finance Manager

  • BS in Finance; career spanning fintech lending, asset management, commercial real estate capital markets, and investment banking; strong modeling skills with real board and lender presentation experience
  • Currently works directly with the CFO on monthly reporting, executive commentary, board decks, and lender reporting; leading due diligence on a lending facility refinancing; built a cohort-based loss and provisioning model from scratch; uses AI tools to streamline modeling
  • Prior investment officer managing analytical work for portfolios ranging from $10M to $500M+
  • Earlier real estate capital markets experience building cash flow, IRR, and valuation models supporting $600M+ in transactions; investment banking internship across three live M&A processes
  • Targeting $120K+

Accounting Manager

  • CPA; progressed from Audit Associate to Senior to Manager; leads engagements across middle market privately held clients in manufacturing, technology, real estate, and oil
  • Hands-on experience with opening balance sheet and purchase accounting through acquisition engagements; strong GAAP financial reporting, internal controls, and technical accounting research foundation; handles employee benefit plan audits alongside year-end work
  • Completed CPA exam while carrying a full public accounting workload; ready to bring public accounting rigor into a full-cycle corporate accounting role with a long-term controller path
  • Targeting $110K+

Senior Financial Analyst

  • Double major in Accounting and Finance; CPA eligible; Big4 Senior Associate delivering comfort letters on 150+ capital markets transactions; manages up to 20 deals simultaneously with 100% on-time delivery
  • Led 39 Level 3 asset valuations on a first-year PE audit; ran models and resolved a missing specialist analysis before filing; requested back for a second busy season
  • Taught himself VBA and rebuilt deal tracker macros for 60+ users; built an AI chatbot on audit guidance, a custom GPT drafting agent now part of standard workflow, and a PDF-to-Excel automation; cut inquiry calls by 20%
  • Served as President of a $500K student-managed investment portfolio; targeting FP&A or corporate finance
  • Targeting $100K+

Senior Accountant

  • MBA and BS in Accounting; five years of progressive healthcare accounting experience; promoted ahead of schedule after performing at senior level for approximately a year and a half
  • Currently provides senior-level review across a high-volume physician practice portfolio; reviews and approves journal entries, balance sheet reconciliations, and financial submissions prepared by stateside and offshore accountants
  • Prior Accounting Manager experience managing full-cycle accounting including AP, AR, payroll, GL, month-end close, and financial statement preparation across multiple entities; led a QuickBooks implementation
  • Targeting $95K+

Senior Accountant

  • Master of Accountancy Magna Cum Laude; CPA candidate studying for FAR; proficient in Excel, Power Query, VBA, SQL, and multiple ERP platforms
  • Led a full ERP implementation building dashboards, job costing modules, and payroll; uncovered approximately $250K in financial misstatements and worked with a CPA to refile the company’s tax return
  • Currently modernizing financial workflows converting paper-based approvals to digital; identified and resolved a multi-year payroll compliance issue; manages approximately $5M in annual student activity budgets
  • Prior public accounting experience handling tax and GL work across construction, food service, and individual investor clients
  • Targeting $110K+

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