Resources

CFO / COO

• CPA with deep experience across SaaS, technology, and digital businesses at various stages of growth and transition; hands-on across the full transaction lifecycle from infrastructure buildout through M&A execution and post-close integration
• Current CFO/COO role involved resolving SaaS revenue recognition issues, leading a product carve-out and divestiture, integrating a $6M acquisition, managing a near-completed $20M company sale process, COVID liquidity management, and full debt restructuring
• Earlier Controller experience supporting a sell-side M&A process resulting in a sale to a Big4 firm; managed a six-person internal team against a 50+ person buy-side deal team
• Early career Director of Accounting at a company executing 25 acquisitions in nine months and completing an IPO; also led a team of approximately 60 finance and accounting professionals at a $1.2B technology staffing organization
• Roll-up-the-sleeves CFO who owns finance, HR, and operations end to end; laser-focused on joining a company with a credible 3-5 year path to a transaction with meaningful equity participation
• Targeting $275K+

CFO / Controller

• CPA with 30 years of progressive finance leadership across PE-backed, public, and private manufacturing and med device organizations; public accounting foundation before transitioning into industry
• Most recently CFO at a PE-owned med device contract manufacturer; restructured finance team reducing SG&A by $1.6M, cut IT licensing costs by $200K, established 13-week cash forecasting and bank covenant compliance, renegotiated credit line, and led exit scenario planning for a targeted PE exit
• Prior Global Corporate Controller at a PE SaaS aggregator with 50+ operating companies and $500M+ in revenue; led global consolidation, lender reporting, M&A diligence and integration, and simultaneous audits across four PE funds
• Earlier Controller at a PE-backed electronics manufacturer; built entire finance infrastructure from scratch across a full carve-out including shared services across nine manufacturing plants and a global team of 32; recognized as Controller of the Year by a national professional organization
• Earlier public company Controller owning all SEC filings, press releases, and audit committee presentations; proven ERP implementer across multiple platforms; Excel power user who builds highly automated reporting templates
• Targeting $230K+

VP Tax / Head of Tax

• CPA with Master of Business Taxation and 16 years of progressive tax leadership across Big4, financial services, and large-scale corporate environments; exceptionally rare hands-on experience across both C-corp and partnership tax structures
• Big4 foundation spanning estates, trusts, HNW individuals, hedge fund partnerships, and cross-border M&A structuring across US and international offices; promoted to Manager leading PE and hedge fund client engagements
• Head of Tax at a $36B AUM financial services firm managing all international and US tax compliance across six countries; led setup and wind-down of multiple international offices and interfaced directly with global regulators
• Led a publicly traded renewable energy company through its IPO using UP-C tax structuring; built a global transfer pricing framework across 20+ countries; secured $10M+ in VAT/GST refunds within two years
• Most recently built entire tax function from scratch at a $5B PE-backed distribution company with 112+ legal entities; drove a $5.6M partnership state income tax refund and led all tax structuring tied to a multi-billion dollar merger
• Targeting $260K+

Tax Director / VP Tax

• Licensed CPA with 16+ years spanning Big4 public accounting and senior in-house tax leadership at a multi-billion dollar globally traded company; true technician who deliberately stayed close to technical work rather than pursuing partnership
• Big4 tenure included a specialized two-year national tax rotation focused exclusively on ASC 740 and IAS 12; wrote interpretive guidance and developed curriculum for national technical training programs; managed engagement teams of 5-20 across life sciences, technology, telecom, and manufacturing
• Most recently led a 14-person worldwide tax department covering ASC 740 provision, international tax, transfer pricing, R&D credits, and indirect tax; drove a $220M foreign cash repatriation at a cash tax cost of just $2.5M
• Delivered 200% growth in annual R&D credits generating $100M+ in cumulative cash tax savings; spearheaded a global supply chain restructuring producing $20M+ in annual tax savings; directed due diligence for a potential $8B M&A transaction
• Equally comfortable running a lean shop or leading a larger department; strong fit for a PE-backed or growth-stage company needing a technical tax leader to take full ownership
• Targeting $200K+

VP Finance / Controller

• CPA with Big4 foundation in assurance across healthcare, engineering, and manufacturing before building a Director-level career spanning FP&A, capital planning, SEC reporting, and PE-backed controllership
• 12 years at a large transportation company; directed forecasting, planning, and cost control for a $4B annual operating budget covering 17,000 employees; oversaw a $3.5B annual capital plan across five-year outlays, project finance, and percentage of completion work; owned standalone 10-K and 10-Q SEC filings
• Most recently Controller at a PE-backed cybersecurity company; owned all accounting functions, ran monthly close and PE owner reporting packages, stepped into interim CFO duties, and cut close cycle by five days
• Rare combination of best-in-class FP&A and deep technical accounting; comfortable in SAP and complex ERP environments; strong Tableau and KPI buildout experience
• Targeting $200K+

Accounting Leader

• Public accounting foundation rising to Audit Manager across two major firms; led audit of one of the largest clients in the region with deep technical expertise on complex PE transactions
• Walked into a $1B balance sheet with no accounting function on acquisition day at a large hospitality platform; rebuilt purchase accounting from scratch and stood up full financial reporting structure as the portfolio grew toward 150 hotels including development and construction accounting
• Currently oversees treasury, cash management, fund administration, quarterly close, annual fund audits, and investment level accounting across three PE real estate funds including a REIT structure
• Hands-on leader who keeps things moving without oversight; actively seeking a pathway to CFO
• Targeting $220K+

Tax Director

• CPA with Master in Taxation and 15 years across Big4 and in-house corporate tax; technically fluent across federal and multi-state corporate income tax, international tax, ASC 740, SOX 404, and indirect tax
• Big4 tenure managing large multinational engagements including a global manufacturer with approximately 70 international entities; led provisions, SOX controls, cross-border advisory, and consolidated multinational return preparation
• Built entire tax function from scratch for a newly spun-off public entity; led a two-step IPO transaction including S-1 preparation, internal controls development, and post-IPO systems transition
• Managed 20-30 international entities as sole in-house tax resource with all compliance outsourced; implemented a global indirect tax engine across US and global operations
• Autonomous operator who thrives building lean in-house tax functions from the ground up and managing outsourced provider relationships
• Targeting $200K+

Tax Director / Senior Director of Tax

• Licensed CPA with 10+ years spanning public accounting and senior in-house tax leadership; rose from intern to Tax Manager at a regional firm specializing in multi-state income tax, R&D credits, and cryptocurrency taxation; managed and mentored 10+ associates
• Joined a PE-backed staffing company as first ever dedicated tax hire; built entire tax department from scratch, grew team to six, and brought ASC 740 quarterly provision in-house from a Big4 firm within eight days of starting
• Manages tax compliance across 31 legal entities including consolidated federal 1120, all state and local income tax, payroll tax across virtually every US jurisdiction, indirect and sales tax, and transfer pricing for international subsidiaries
• Successfully managed an IRS LB&I audit to a no-change result; drove millions in annual tax savings through WOTC, R&D credits, and other strategic elections; navigated tax compliance through multiple subsidiary acquisitions closing approximately 2,000 tax accounts
• Highly autonomous tax executive who thrives in complex, high-growth environments; at best when given direct access to leadership and trusted to run with it
• Targeting $200K+

Finance Manager / FP&A Leader

• CPA with 12+ years across Big4 public accounting, residential construction, specialty chemical manufacturing, and global professional services; led engagements of 15+ professionals including a global inventory audit covering $19B in assets across international locations
• Big4 foundation spanning US GAAP, IFRS, PCAOB, and AICPA standards with experience in pre-IPO preparation, public debt comfort letters, and IFRS-to-US-GAAP conversion audits
• Global Operations Finance Manager experience managing full P&L month-end close across global plant controllers, building multi-million dollar capital project business cases, and leading financial response to shifting global tariff environments
• Most recently led global budgeting and forecasting across multiple currencies and industry sectors; built financial models to evaluate strategic scenarios; served as primary financial liaison between commercial and finance leadership
• Multilingual communicator fluent in Russian with advanced German and French; holds an inactive Top Secret clearance; industry-agnostic with genuine energy for learning new businesses quickly
• Targeting $165K+

Controller / Finance Leader

• 10 years spanning public accounting risk advisory, private equity real estate, and corporate controllership; nearly seven years at a national firm progressing from Consultant to Manager; recognized as one of two firm-wide Outstanding Work Achievement Award recipients
• Managed teams of up to eight across multiple concurrent engagements with C-suite delivery across a healthcare-heavy client portfolio
• Led all acquisition and underwriting activity at a PE-backed real estate firm; closed three transactions ranging from $30M to $75M and evaluated 50+ prospective deals
• Most recently built entire accounting function from scratch at an industrial supply company; transitioned off QuickBooks to NetSuite, implemented multiple platforms, formalized close process, and redesigned sales commission structure
• Built and deployed an AI bot to fully automate AP workflow; genuine fluency with AI-driven process automation; partners directly with ownership on capital allocation and strategic planning
• Targeting $140K+

Accounting Manager

• Licensed CPA and Master of Accountancy graduate; public accounting foundation leading audit engagements across manufacturing, construction, healthcare, nonprofits, and government entities
• Currently leads corporate month-end close, prepares monthly financial statements, quarterly lender reporting packages, and annual consolidated financials; provides technical accounting support across ASC 842, goodwill, intangibles, and derivatives
• Assisted with purchase accounting in connection with a major acquisition; supports external audit process and supervises a staff accountant
• Prior experience managing financial operations for a multi-location healthcare practice including drug margin analysis and cross-functional collaboration with FP&A, Treasury, and Corporate teams
• Detail-oriented and motivated; brings a strong technical foundation that translates directly into a corporate accounting management role
• Targeting $105K+

Senior Accountant / Accounting Manager

• CPA with dual Bachelor’s and Master’s in Accounting completed in four years; Big4-adjacent public accounting foundation working primarily with manufacturing clients before transitioning to industry
• Prior experience managing a portfolio of 32 medical office buildings building complex reconciliation processes and driving meaningful improvements
• Most recently functioning in a true accounting manager capacity leading a team of four, overseeing month-end close, reviewing all team postings and reconciliations, managing complex full-bookkeeping contracts, and driving Excel automation initiatives
• Assisted in a full ERP migration; proficient in Sage Intacct, MRI, and advanced Excel; self-aware and highly technical with an exceptional foundation for someone early in career
• Targeting $97K+

Senior Accountant / Financial Analyst

• Licensed CPA with nearly 4 years across Big4 audit and litigation and valuation advisory; BBA and MAcc with strong technical foundation spanning financial statement audits for publicly traded, private, and government clients
• Big4 experience across healthcare, renewable energy, real estate, software, industrial manufacturing, and financial services; tapped to lead a continuous improvement workshop with an SEC audit client focused on streamlining the audit cycle
• Current advisory role sharpened financial modeling capabilities including full-scope business valuations using DCF, guideline company, and transaction methods; analyzed revenue drivers, margins, and working capital trends across multiple industries
• Ready to bring analytical horsepower into a corporate accounting or FP&A environment; drawn to roles with M&A or corporate development exposure
• Targeting $115K+

Senior Financial Analyst

• BS in Financial Mathematics with minors in Statistics and Risk Management; 3 years of corporate finance experience across nonprofit and insurance sectors; proficient in Excel including Power Query, Macros, and VBA, SQL, Python, Tableau, and Power BI
• Built a signal acquisition model from scratch incorporating zip code-level demographic segmentation to determine population-driven acquisition pricing; created a Fair Market Value model for signal acquisitions and divestiture valuation; developed financial statements and KPI metrics presented to executive leadership and board
• Currently built an organization-wide NPV tool for evaluating CapEx, headcount, and AI investment requests; leading automation and efficiency initiatives to support revenue doubling goals while maintaining current staffing levels
• Rare combination of advanced financial modeling, ERP administration, and data automation skills; seeking a pure corporate FP&A role on a defined CFO track with strategic exposure
• Targeting $100K+

Senior Tax Accountant

• Licensed CPA with nearly 4 years of combined public and corporate tax experience; Big4 foundation in Wealth and Asset Management preparing partnership returns for PE firms, hedge funds, and regulated investment companies including K-1 calculations and tax provision workpapers
• Transitioned into corporate tax at a publicly traded building products manufacturer; led state tax compliance across most of the 50 US states, managed Canadian federal and provincial filings, handled US foreign filings, and played an active role in ASC 740 provision preparation
• Handled complex multi-jurisdictional notice responses, disputing incorrect state assessments and resolving penalty calculations
• Proficient in Onesource, SAP, Alteryx, Planful, and CCH Answer Connect
• Targeting $90K+

Senior Accountant

• Master and Bachelor of Accountancy; public accounting foundation progressing from Associate to Supervisor in Charge in roughly three years; CPA exam in progress
• Led full-cycle audit engagements for banks and credit unions ranging from $800M to $20B in revenue across multiple states; handled risk assessments, internal controls testing, financial statement reviews, and primary client management
• Additional engagement experience across healthcare and telecommunications demonstrating adaptability beyond financial institutions
• Making a deliberate, well-timed move into corporate before reaching manager level; strong communicator with client-facing skills built from years of leading engagements
• Targeting $85K+

Senior Accountant

• Master of Accountancy; CPA candidate with 2 of 4 parts passed targeting year-end completion; Big4 and regional firm internship experience before joining full time
• Entire Big4 tenure dedicated to a large banking and asset management firm with $850B+ AUM and 40+ subsidiaries in a SOX environment; built deep assurance foundation in a complex, high-stakes client environment
• Well-positioned for a first pivot into corporate accounting; open to a range of industries and company sizes; drawn to team-oriented environments with strong leadership investment in staff development
• Targeting $90K+

Senior Accountant

• Promoted from Staff to Senior Accountant within 10 months; owns month-end close for fixed assets and prepaids, posts amortizations to GL, handles intercompany balancing, manages all AP invoice coding in Stampli, and has taken on payroll entries and training responsibilities
• Prior experience overseeing books for 40 businesses across construction, automotive, aircraft, medical, and nonprofit industries including bank reconciliations, financial statement preparation, journal entries, payroll, and tax filings
• Earlier experience as sole accounting professional managing a $1.3M budget including payroll, invoicing, and donor contributions
• Proficient in NetSuite and highly skilled in Excel; well-rounded full-cycle accounting background across multiple industries
• Targeting $85K+

Internal Auditor / Staff Accountant

• BBA in Accounting and MBA; CPA eligible with Becker materials in hand; diverse background spanning internal audit, corporate AR, and multi-state tax compliance
• Most recently embedded on-site with a large utility client rotating across billing, accounting, and HR departments executing compliance testing against internal control frameworks; also assisted external audit engagements through workpaper preparation and financial analysis
• Prior AR experience managing multi-method payment processing, aging report analysis, and vendor communications at a chemical company
• Earlier tax research internship supporting a large healthcare company’s internal compliance team across complex multi-state issues and communicating directly with state legal offices
• Broad audit foundation spanning compliance testing, workpaper preparation, financial analysis, and multi-state tax research across multiple industries
• Targeting $85K+

Staff Accountant / Senior Accountant

• Nearly 3 years of full-cycle accounting experience in manufacturing; owns monthly close end to end including journal entries, balance sheet reconciliations, GL reviews, reclassifications, and financial statement review
• Played a key role in an ERP conversion to NetSuite including testing, data validation, and SOP development
• Prior contract experience across nonprofit, youth sports, and manufacturing environments spanning AP, bank reconciliations, invoice processing, and SOP creation across QuickBooks, SAP, and Banner
• Adaptable and able to contribute from day one across industries; motivated to find a stable, well-managed team
• Targeting $82K+

Staff Accountant / Senior Accountant

• CPA and CMA with a double major in Accounting and Finance and a Master’s in Accounting; strong credentials for someone early in career
• Currently works in a high-level corporate accounting capacity at a Fortune 500 global payments company; handles quarterly financial statement preparation, account reconciliations in BlackLine, journal entries in Dynamics 365, and subsidiary financial consolidations
• Prior tax internship supporting complex international compliance work including forms 1120, 5471, and 5472; additional internship experience in GASB-compliant financial reporting and Excel workflow improvement
• Long-term goal of reaching a Controller level role; seeking a role with professional growth and mentorship
• Targeting $80K+

Staff Accountant

• BS in Accounting; nearly a year of full-cycle bookkeeping, payroll processing, AP, journal entries, GL reconciliations, and trial balance preparation across a multi-client portfolio
• Operates largely independently managing multiple client accounts simultaneously; handles multi-client sales and use tax filings monthly; second full tax season underway
• Prior tax internship preparing individual and business tax forms including 1040s and 1099s; CPA exam in progress with Audit section planned within the next month
• Proficient in QuickBooks Online and Desktop; additional exposure to SAS, Tableau, and Alteryx
• Targeting $65K+

Entry Level Accounting Professional

• Summa Cum Laude accounting graduate; MBA anticipated August 2026; actively pursuing CPA following graduation
• Five internships spanning tax, external audit, corporate finance, and outsourced accounting; most recently handling full-cycle accounting across a multi-client portfolio at a business management firm
• Audit internship experience across manufacturing, retail, and financial services clients including control testing, reconciliations, and client-facing compliance verification
• Earlier corporate finance internship at a large publicly traded company focusing on IT budgeting, financial forecasting, and credit proposal analysis; first internship provided broad tax return preparation across individual, corporate, business, and estate return types
• Intentional about career development; ready to grow in a team environment that invests in early career talent
• Targeting $75K+