Resources

CFO

• CPA with 15+ years scaling software and tech-enabled services businesses from early-stage infrastructure builds to $300M+ platforms; deep expertise across SaaS revenue models including subscription, transactional, perpetual license, and hybrid structures
• Founding CFO of a fresh carve-out with no systems, no team, and no CEO on day one; led initial acquisition then executed multiple bolt-on transactions tripling revenue while consolidating 12 distinct businesses into a unified platform; financial infrastructure built in year one was still running when the platform scaled to $300M
• Later returned to lead a full three-company merger integration serving as primary point of contact to the Board and ELT across all functional workstreams
• Interim CFO experience at a PE-backed cybersecurity firm holding dual responsibility as CFO and General Manager of a division representing 35% of total revenue; built ERP and HRIS infrastructure, connected marketing and sales funnels, and led a GTM pivot
• Led a full SaaS model transition and live sell-side M&A process within six months at a subsequent company; implemented Sage Intacct three times and led approximately 8-10 QuickBooks conversions across acquired businesses
• Targeting $350K+

CFO

• MBA in Finance and Accounting; career spanning financial analyst, Controller, VP Finance, and CFO roles across PE-backed SaaS, digital advertising, sporting goods, and retail environments
• Decade as CFO at a PE-backed SaaS and digital advertising platform; delivered a successful PE exit, three M&A integrations, and launched and scaled a digital division to $35M+ in revenue; transformed a legacy media business into a tech-enabled platform
• Currently CFO at a PE-backed Ed-Tech platform; led six acquisitions totaling $22M in ARR, reengineered pricing governance generating $1.5M in incremental ARR, reduced close from 3+ weeks to 5 days, and implemented full ERP and CRM infrastructure
• Partners directly with lenders and sponsors on value creation and exit readiness; deep SaaS metrics fluency across ARR, CAC, retention, and channel performance
• Earlier Controller and VP Finance experience directing finance for an $85M+ North American operation including IFRS/GAAP consolidation, covenant compliance, and inventory optimization across an international supply chain
• Targeting $335K+

CFO

• MBA and BBA in Accounting; PE-backed SaaS CFO with a proven, repeatable track record of partnering with CEOs to scale businesses from early-stage through successful exits; early career M&A and investment banking exposure shaped a deal-oriented, value-creation mindset
• Most recently scaled revenue approximately 4x from $10M to $75M+ TTM while expanding EBITDA to approximately 45% and achieving a Rule of 60 exit valuation; directed five acquisitions and led the entire finance workstream through a $500M sponsor transition
• Built recurring revenue reporting from scratch covering ARR, net and gross retention, LTV, CAC, and price increases; ran rolling forecast cycles and implemented fully loaded P&L reporting by department and legal entity across four verticals
• Prior experience scaling a founder-led business from $6M to $24M TTM at 35% EBITDA and leading it through a successful strategic sale; built entire back-office infrastructure from early-stage including GAAP conversion and audit readiness
• Targeting $300K+

CFO / CAO

• CPA with Big4 foundation in healthcare, real estate, and nonprofit audit; Master of Accountancy; progressed from Controller to CFO to CAO at a SaaS life sciences company in under five years
• Orchestrated $24M+ in equity and venture debt including an oversubscribed Series A; structured a convertible note that extended runway and steered the company away from bankruptcy; personally leading an active M&A sale process toward a strategic acquirer
• Owns finance, accounting, business operations, regulatory quality, IT, information security, and HR; runs weekly leadership and quarterly board cadence; carried the company through a full ERP implementation
• Prior decade in for-profit healthcare managing IS budgets of $180M-$207M, delivering $60M+ in cost savings, and capturing additional P&L savings through technical accounting; led a major systems migration across acquired hospitals
• Finance leader who understands SaaS KPIs, has lived PE and sponsor dynamics through an active exit, and thrives in lean entrepreneurial environments
• Targeting $300K+

CFO

• MBA and Master of Science in Accounting; 30 years of experience with the last 18 exclusively in technology and software
• First full-time CFO at a PE-backed SaaS company; built finance infrastructure from scratch, executed four acquisitions, scaled ARR from $11M to $38-40M at 15% EBITDA margins, and navigated a full PE recapitalization while being retained by the incoming firm
• Most recently stepped in as Interim CFO at a fintech; immediately identified ARR revenue leakage, corrected accounting errors, and driving full ERP optimization
• Prior engagement resolved $25M+ in balance sheet items, brought audits current, fixed a failed ERP implementation, and delivered a $2.5M reduction in force in nine months
• Targeting $325K+

CFO

• MBA; 8 years as CFO at a B2B SaaS platform with $40M+ ARR; oversees Finance, HR, IT, Operations, and Customer Service across 32 reports
• Guided the company through 4x revenue growth, corporate restructuring from LLC to C-Corp, GAAP compliance audit, full debt repayment, and a current NetSuite implementation
• Stepped into the finance director role with zero runway; closed a full fiscal year, rebuilt the chart of accounts, and delivered an annual budget in under 30 days while reducing outstanding AR by $1M+
• Earlier built financial infrastructure from scratch at a healthcare startup supporting $5M+ in fundraising; prior Controller experience assisting in raising $50M+ in operating funds
• Operator-first with strong SaaS KPI fluency and a demonstrated ability to serve as a true partner to a CEO and PE sponsor
• Targeting $200K+

VP of Accounting / Controller

• CPA with 25+ years of progressive real estate finance and accounting leadership across hospitality, retail, office, industrial, data center, residential, and ground-up mixed-use development; Master’s in Real Estate Development
• Most recently VP Corporate Controller at a multi-hotel portfolio leading financial reporting, reducing monthly close cycle, and overseeing a team of five direct reports plus eight hotel controllers
• Prior VP of Accounting overseeing all corporate, construction, and property accounting for a 1.5 million square foot mixed-use development with $113M+ in TIF-backed public infrastructure; managed a complex dual-entity transition simultaneously
• Earlier eight years at a PE hotel investment platform rising to VP REIT Controller; oversaw IFRS and US GAAP financial reporting and consolidations, REIT compliance, investor waterfall reporting for sovereign wealth and pension fund investors, and served as Chief Compliance Officer managing an SEC registration process
• Deep Yardi expertise across multiple organizations; particular strength in multi-entity consolidations, JV reporting, development accounting, lender and equity compliance, and audit management
• Targeting $220K+

Controller

• CPA and MBA with 15+ years of progressive accounting and finance leadership across hospitality, commercial landscaping, healthcare, telecommunications, and technology
• Nearly five years as Corporate Controller at a large multi-site commercial services company across 60+ locations; owned full accounting function including AP, AR, payroll, tax, treasury, and month-end close; implemented ASC 842 across the organization; built Excel macros reducing a 2-3 day payroll process to 20 minutes
• Prior Corporate Controller at a multi-entity hospitality company managing GAAP and USALI-compliant close, treasury, daily cash forecasting, and capital improvement tracking across 16 properties
• Earlier experience managing consolidated financials for 8 for-profit subsidiaries at a health system and handling international affiliate revenue accounting and quarterly SEC reporting at a publicly traded media company
• Currently leads a team of 10 overseeing full accounting function at a PE-backed company; proactively exploring next opportunity due to PE-driven restructuring
• Targeting $190K+

Finance Manager / Director of Finance

• Master’s in Accounting with 15+ years across FP&A, strategic planning, M&A execution, and operational finance in PE-backed and healthcare environments
• Currently primary finance business partner at a PE-backed utility infrastructure company approaching $1B in revenue; manages full multi-entity consolidations across three operating groups; compiles and distributes monthly board packets directly to board members and PE sponsor
• Contributed to 10+ acquisitions totaling $100M+ in transaction value supporting QofE review, funds flow analysis, incentive modeling, and pro forma development; led EPM system selection and implementation
• Prior CFO at a smaller contractor; built finance function from scratch and turned a $1M annual operating loss to $5M EBITDA; led all sell-side financial diligence for a successful acquisition
• Earlier nearly a decade in healthcare supporting a large hospital system and 1,000+ provider medical group across budgeting, forecasting, capital planning, and a complex enterprise-wide ERP rollout
• Targeting $150K+

Tax Principal / Senior Tax Manager

• Active CPA with nearly a decade of public accounting experience spanning audit, tax, bookkeeping, and firm operations; began in nonprofit audit before building a deep tax practice
• Currently oversees a book of 330+ business and individual clients valued at approximately $450K; full spectrum of pass-through entities including S-Corps, C-Corps, partnerships, and complex high-net-worth individual returns with multi-state exposure
• Drives all software implementation, training programs, process development, and onboarding at current firm; led an ERC program from inception, implemented a firm-wide tax platform, and built a tangible personal property tax return program from the ground up
• Prior Director of Operations experience running a 13-person bookkeeping firm serving clients from $10K to $50M across virtually every entity type and industry
• Natural mentor and people developer; tech-forward and energized by AI evolution in the profession; broad industry exposure including realtors, attorneys, medical practices, and government contractors
• Targeting $180K+

Finance Manager

• MBA with 10+ years of progressive FP&A experience including financial modeling, forecasting, and executive reporting
• Most recently partnered directly with CFO to rebuild a five-year financial forecast from scratch; owned monthly close and reporting cycle delivering variance analysis across P&L, balance sheet, and key client metrics; drove headcount planning and led a DataRails implementation to automate reporting
• Prior five years at an architecture and engineering firm rising from Assistant Project Manager to Finance Manager; helped grow a business unit from $23M to $90M in revenue; built a custom Excel-based project tracker automating variance analysis firm-wide
• Direct oversight of large-scale projects consistently exceeded profit targets including one delivering 31% actual profit against a 9% target
• Proficient in Advanced Excel, Power BI, and Deltek Vantagepoint
• Targeting $140K+

Senior Accountant

• Summa Cum Laude Master of Accountancy and Bachelor’s in Accounting; Big4 Senior Audit Associate with experience serving concurrently as lead senior on both public and private company engagements
• Work spans year-end integrated audits, broker-dealer audits, and interim quarterly reviews with strong foundation in risk assessment, audit strategy development, and PCAOB and AICPA compliance; oversees associate-level staff and offshore professionals through the full audit cycle
• Selected as a firm-recognized national talent and leadership distinction for 2024-2025; consistently earned top performance ratings managing complex multi-client workloads
• Intentional transition into corporate accounting; brings Big4 pedigree, work ethic, and leadership instincts ready to add immediate value
• Targeting $115K+

Senior Accountant / Tax

• CPA with 4+ years in Big4 Asset and Wealth Management practice; Master of Accountancy and Bachelor’s in Accounting and Finance; focused on partnership taxation for hedge fund and private equity clients
• Manages Form 1065s, K-1 preparation and review, consolidated corporate returns for blocker corp structures, PFIC statements, and QEF elections; proficient in Alteryx, GoSystem, and Excel
• Due to a manager gap, has worked directly alongside senior managers and directors since first year; above-average technical depth and client-facing exposure well ahead of tenure
• Serves as primary point of contact for engagement teams and clients; manages compliance deliverables and project timelines; mentors and onboards new associates and interns
• Open to both tax and broader corporate accounting roles; selective and not in a rush
• Targeting $110K+

Senior Accountant / Accounting Manager

• Public accounting foundation in tax and bookkeeping across individuals, S-corps, and partnerships before transitioning into multi-site healthcare accounting
• 4+ years at a leading oncology platform assigned to one of the most complex practices; built custom accounting procedures entirely outside the company-wide framework to accommodate a differentiated drug pricing model
• Performs full-cycle accounting including drug cost analysis, P&L analysis, ASC 606, ASC 842, journal entries, balance sheet reconciliations, and AR aging reviews; leads a team of three and presents financial statements directly to senior leadership
• Drove close cycle reduction from 9 days to 6; promoted from Staff to Senior Practice Accountant; proficient in Workday and advanced Excel
• Targeting $110K+

Senior Tax Accountant

• Active CPA with 5+ years of public accounting experience specializing in S-Corp, partnership, and corporate tax including ASC 740 provisions, multi-state compliance across 44 states, and income tax reporting for public and private companies
• Most recently managed a portfolio of 15 public and private corporate clients through quarterly and annual US GAAP reporting cycles; prepared deferred tax schedules, return-to-provision adjustments, provision journal entries, and income tax footnote disclosures
• Reviewed associate and intern workpapers and coordinated all client deliverable timelines; proficient in OneSource, CCH Axcess, GoSystem, and advanced Excel
• Earlier foundation in full-cycle AR, bank reconciliations, AP and GL support, and client billing across multiple industries
• Targeting $110K+

Senior Accountant

• Magna Cum Laude Master of Accountancy and Bachelor’s in Accounting; public accounting foundation including a Big4 audit internship before joining a mid-sized firm serving ultra-high net worth families
• Progressed through rotational intern to Senior Associate; serves clients with assets exceeding $500M across bill pay, cash flow management, entity-level financial reporting, and quarterly financial packages
• Coordinates directly with CFOs, legal counsel, investment advisors, and tax teams across trusts, partnerships, and foundations; tracked a client managing 16 active construction properties simultaneously
• Led a department-wide AI-driven automation initiative to improve reporting accuracy; mentors junior staff and is involved in client onboarding and engagement management
• Proficient in Bill.com, QuickBooks, and Sage Intacct; versatile and eager to grow beyond family office into broader corporate accounting
• Targeting $100K+

Financial Analyst

• Finance degree with a passion for financial modeling; currently serves at a large global investment bank managing ultra-high net worth client portfolios and running complex financial analysis daily
• Ranked 3rd out of 250 employees on combined quality and productivity metrics; selected as one of 35 out of approximately 400 staff to participate in a pilot program improving processes through direct collaboration with financial advisors
• Day-to-day involves reviewing financial models, building pivot tables, and running macros in Excel; highly proficient in advanced Excel including macros and pivot tables
• Natural communicator with strong professional presence; ready to transition into a true corporate FP&A role focused on modeling, budgeting, forecasting, and KPIs
• Targeting $100K+

Financial Analyst

• Master of Accountancy graduate; Big4 foundation with nearly two years in Audit and Assurance managing both public audit obligations and private standalone audits across multiple subsidiaries in a complex multi-entity environment
• Worked directly with client controllers and CFOs to translate financial data into executive-ready presentations; built advanced Excel models for reconciliation, variance testing, and process automation
• Leveraged AI platforms to automate analytical procedures and accelerate insight generation; prior internship at a major investment bank contributing to internal projects
• Intentionally transitioning into corporate finance or FP&A; prioritizes real exposure to budgeting, forecasting, KPIs, and dashboard creation; strong fit for a smaller, PE-backed, or growth-stage company
• Targeting $90K+

Senior Accountant

• Active CPA with Master of Accountancy and Bachelor’s in Accounting; promoted to Senior at a Big4 firm in August 2025 with a 4.0 GPA academic foundation
• Serves as day-to-day engagement lead across a diverse portfolio spanning entertainment, music, media, industrial manufacturing, retail, healthcare, and federal single audits for multinational, private, and publicly traded companies
• Ready to specialize and build long-term within a single company; drawn to cultures with strong leadership investment in mentorship and a defined promotion track
• Targeting $86K+

Senior Accountant

• BS in Accountancy and Finance and Master of Science in Accountancy completed through an accelerated program; active CPA earned April 2026; promotion to Senior at Big4 firm effective August
• Placed on more client engagements than most staff peers since joining full time; cross-industry audit experience spanning healthcare, energy, manufacturing, and technology
• Currently working on a healthcare engagement with a strong preference for the industry given its complexity and growth trajectory
• Highly motivated by mentorship and development; well-rounded candidate ready to transition from public into a corporate accounting environment
• Targeting $95K+

Senior Accountant

• BBA in Accounting with experience across government, real estate, fintech, and outsourced accounting environments
• Prior Senior Staff Accountant experience leading month, quarter, and year-end closes, building KPI dashboards, training staff, and ensuring multi-state compliance
• Supported a full ERP migration from Sage Intacct to NetSuite; managed consolidations across entities and prepared GAAP-compliant financials for lenders
• Earlier experience in financial modeling, KPI dashboarding, AP/AR oversight, and executive advisory on acquisition terms; career began in audit and compliance for a state government office
• Proficient in Sage Intacct, NetSuite, QuickBooks, Excel, Power BI, and Looker
• Targeting $70K+

Financial Analyst / Entry Level Finance Professional

• BS in Astrophysics and MBA earned through a weekend program while actively serving; CFA Levels 1 and 2 passed with Level 3 expected August 2026; both credentials pursued during active duty including an overseas deployment
• 10-year Naval Officer and Aviator with a strong foundation in analytical thinking, large-scale operations management, and high-stakes decision-making
• Built a pilot training program from the ground up for a military unmanned aviation squadron; managed multi-million dollar contracts and negotiated multi-national operational agreements; improved mission completion rates by 200%
• Deliberate and well-prepared pivot into corporate finance driven by genuine interest developed through MBA curriculum and reinforced by CFA pursuit
• Targeting $85K+

Entry Level Accounting / Tax Professional

• MAcc graduate and Cum Laude Bachelor’s in Accounting; active CPA pursuit with FAR passed on first attempt in June 2026
• Six-month tax internship at a top 10 national firm; extended through summer based on performance and completing associate-level work before internship concluded; prepared C-Corps, S-Corps, partnerships, and 1040s, performed book-to-tax reconciliations, journal entries, and fixed asset ledger work
• Healthcare and technology client exposure; open to both tax and corporate accounting roles; self-starter who does not need hand-holding to get up to speed
• Targeting $71K+

Entry Level Accounting Professional

• MAcc graduate with a concentration in Audit and Controls; double-dipped a BS in Accounting with a Finance collateral before entering the MAcc program; actively pursuing CPA with Audit section already passed
• Tax internship at a regional firm preparing federal and state business tax returns and maintaining workpapers; confirmed preference for audit and corporate accounting as long-term path
• Former collegiate athlete who maintained a 3.5 GPA while competing; named to an academic all-conference team; brings discipline, time management, and team-first mentality
• Targeting $65K+