Resources

VP Controller / Chief Accounting Officer

• Active CPA with Master of Accountancy; fast-tracked from Director to VP Corporate Controller in just over two years; currently oversees all corporate accounting outside of FP&A including consolidations, GL, AR, AP, payroll, government accounting, SEC reporting, and technical accounting across a team of 40+ direct and indirect reports
• Joined a public life sciences company at the height of a major corporate crisis; guided the company through facility shutdowns, layoffs, divestitures, a going concern designation, and a debt refinancing while rebuilding an underdeveloped SEC reporting function; moved the company off the auditor’s closely monitored client list
• Prior internal SEC reporting experience at a consulting firm including 10-K and 10-Q filings; stepped in as interim Director of SEC Reporting during a leadership gap sharpening technical accounting and SOX expertise around equity, debt, and going concern analysis
• Earlier financial reporting experience at a large-scale private company supporting C-suite and Board-level reporting; prior GL and SEC reporting background including carve-out opening balance sheet work through a corporate acquisition
• Proven crisis management operator with public company reporting depth and a track record of earning executive trust in high-pressure environments
• Targeting $300K+

VP Controller

• CPA and MBA with 20+ years building and leading controllership organizations for high-growth companies; currently owns the full controllership function for a $500M+ revenue home goods company spanning revenue, inventory costing, AR/AP, payroll, tax, GAAP compliance, external audits, internal controls, and treasury
• Led a company-wide ERP implementation; championed a multi-year sales and use tax nexus project significantly reducing tax liability exposure; directed an enterprise-wide Avalara implementation; built the payroll accounting function from scratch and continues to develop treasury and debt portfolio management
• Prior progression from Senior Manager to Director and Assistant Controller at a publicly traded healthcare company; GL Lead and SME for an Oracle ERP implementation; integrated a subsidiary GL a year ahead of schedule; reduced AR aging by $500K and drove $300K in staff expense reductions through process automation
• Earlier Controller experience leading accounting and financial reporting across 100+ retail locations; prior eight-year progression to Division Controller overseeing US and Canada accounting and leading purchase price accounting for acquisitions
• Targeting $325K+

CFO

• CPA with Big4 foundation progressing from Staff Auditor to Senior Manager across major publicly traded and PE-backed clients before building a progressive career in corporate finance and CFO leadership
• Corporate finance leadership at a large PE-backed physician services platform; owned SEC reporting through a major merger, led an Oracle to cloud ERP conversion, and consolidated decentralized accounting into a single headquarters
• Built a finance team from scratch at a PE-backed hospice and home health organization; modernized a mom-and-pop accounting operation into an audit-ready shop, implemented a full ERP, and guided the company through liquidity challenges while operating in a CFO-capacity
• Most recently CFO of two healthcare companies simultaneously; built gross margin analysis from the ground up, drove gross margin from negative to 30%+ through contract renegotiation and pricing discipline, and led financial due diligence on insider Series A raises at both companies
• Looking for a mid-market PE-backed company where the playbook is standing up financial discipline, driving margin, and partnering closely with operators to grow enterprise value
• Targeting $300K+

CFO

• CPA with Master of Science in Accountancy; PE-tested finance executive currently serving as Operating Advisor and Interim CFO across consumer products and business services portfolio companies; led ERP conversions and stood up first-ever GAAP-compliant cost accounting systems
• Prior interim VP of Finance and Controller across multi-unit retail, consumer services, and healthcare portfolio companies; rebuilt a GL that had gone unclosed for over ten months and uncovered $1M+ in annualized savings through a new purchase order process
• Direct healthcare and revenue cycle experience managing accounting for a PE-backed RCM platform; fluency in ambulance and medical provider reimbursement negotiations; helped grow the organization from $60M to $175M run rate while merging four sister companies into a single finance department
• Earlier CFO experience directing month-end close and reporting across a nationwide multi-entity platform and serving as finance lead on 10+ acquisitions before being promoted to CFO of a sister company
• Consistent track record of being brought in to build financial infrastructure from scratch across first audits, new accounting systems, and merging finance departments
• Targeting $225K+

CFO / VP Finance

• MBA; finance executive with broad industry experience across behavioral health, SaaS, energy, retail, and financial services; began career in SOX compliance and internal audit before progressing into senior financial analysis and FP&A leadership
• Most recently CFO of a multi-facility behavioral health organization; inherited 14 legal entities and five years of accounting errors; rebuilt finance function, led NetSuite implementation, built procurement and HR systems, and guided the organization to profitability
• Prior VP of Finance at a SaaS education technology company; built the finance function largely independently, resolved significant revenue recognition issues, transitioned onto a SaaS-appropriate accounting platform, and served as finance lead through a full acquisition and post-merger integration
• Earlier FP&A and reporting leadership across a large multi-site energy region and P&L reporting across a large multi-location retail network
• Hands-on builder comfortable stepping into new environments quickly and building finance functions from the ground up
• Targeting $200K+

Tax Director / Managing Director

• Licensed CPA with Master of Taxation; 7+ years at a major Big4 firm as Senior Tax Manager in Business Tax Services providing compliance and advisory support to PE fund partnerships, real estate funds, and corporate clients at scale
• Managed one of the firm’s most technically demanding engagements; a PE partnership with deal-by-deal allocation structures spanning multiple portfolio companies each with distinct waterfalls; selected as pilot client for a newly developed partnership software platform and trained staff firm-wide from senior associate through partner level
• Currently sole in-house tax subject matter expert for a large real estate portfolio heavily concentrated in REITs and partnerships; guides acquisition due diligence, deal restructuring, and refinancing work across multiple market cycles
• Technical background deeply rooted in Subchapter K, complex partnership allocations, 704(b) work, and K-1s; well suited for a national tax office subject matter expert role
• Targeting $230K+

Controller

• CPA and MBA with 17+ years of progressive accounting leadership; Big4 foundation at a major firm supporting internal member firms and shared services under IFRS, building financial models, and presenting business cases to executive leadership
• Currently Controller at a PE-backed professional services firm; manages a team of 18-21 across AP, AR, payroll, and reporting; cut monthly close from 15-20 days to 5-6 business days with further reduction underway; implemented AP automation and rebuilt internal controls from the ground up
• Successfully integrated an acquisition into the team without displacing existing staff; manages heavy monthly reporting obligations to PE sponsor, board, and lenders
• Prior AVP of Accounting Operations at a publicly traded commercial real estate finance company; led a Coupa implementation, supported a NetSuite ERP rollout and BlackLine close automation, and led lease accounting compliance efforts while integrating staff from multiple acquisitions
• Earlier built an accounting function from scratch at a startup growing from two people to $30M in revenue over a decade; people development and team leadership are a defining strength
• Targeting $250K+

VP Finance / Controller

• CPA with nearly nine years at a Big4 firm rising to Audit Senior Manager across SaaS, technology, grocery, restaurant, and manufacturing clients; IFRS-certified lead manager on a pre-IPO B2B SaaS company with $1B+ in revenue across both IFRS and US GAAP reporting
• Led a first-time audit for a Series B SaaS startup advising on ASC 606, ASC 718, ASC 350, and ASC 842; deep technical accounting foundation built across complex, high-growth client environments
• Most recently built finance and accounting department from scratch at a SaaS startup; led ERP implementation with native payment integration, automated ASC 606 revenue recognition, and built a past due AR platform cutting collection times by 90% and dropping past due AR from 16% to under 1% of annual revenue
• Stood up budgeting, forecasting, and financial reporting processes from the ground up; strong fit for SaaS and technology environments
• Targeting $135K+

Senior Accounting Manager / Controller

• CPA with Big4 foundation leading audits of financial statements and controls for two Fortune 500 companies; promoted from Assurance Staff to Senior before transitioning to industry
• Four years as Accounting Manager supporting an Oracle Cloud ERP implementation, performing bankruptcy accounting during a corporate restructuring, leading accounting for multiple business divestitures, and overhauling corporate credit card coding reducing profit centers from 6,000+ to under 1,000
• Recently promoted to Senior Accounting Manager; analyzes and presents monthly financial results to senior leadership across nearly $400M in annual G&A spend; reviews high-risk journal entries and provides senior-level oversight of complex areas including leases and debt
• Partners closely with Finance, HR, Legal, and Real Estate; leads and mentors staff and senior accountants with a track record of developing talent into manager-level roles
• Targeting $155K+

Controller

• CMA with 15+ years of progressive accounting leadership across corporate, small business, and operational environments; currently leads accounting operations, month-end and year-end close, budgeting, cash management, and compliance at a manufacturing company
• Serving as project manager for a multi-year company-wide ERP implementation; simultaneously involved in additional system rollouts; hands-on experience guiding a finance function through major systems change
• Prior nine years leading finance and operations for a small business overseeing full-cycle accounting, payroll, tax compliance, and vendor management
• Earlier career at a large global manufacturer progressing through financial analyst roles; led an inventory analysis identifying $4M in corrections contributing to a $3M improvement in operating profit
• Targeting $160K+

Accounting Manager

• 13+ years at a large healthcare organization progressing from Staff Accountant to Accounting Manager; owns month-end close for a multi-division physician practice portfolio spanning two markets; leads a team of up to 13 direct reports
• Reviews balance sheet reconciliations, variance analysis, and physician one-time payments for contract and policy compliance; primary point of contact for field operations translating accounting detail into actionable insights for finance and operations leaders
• Personally stepped in to close the books and handle all accruals and internal entries during a four-month team member absence with no disruption to the close calendar
• Worked across five to six divisions within the same organization gaining rare depth on how healthcare accounting runs differently market to market
• Seeking full-cycle ownership and a genuinely collaborative environment after 13 strong years in a large healthcare organization
• Targeting $130K+

Accounting Manager

• CPA with nearly 7 years spanning public accounting and PE-backed healthcare; promoted from Senior to Manager of Corporate Accounting within first year at current role
• Manages corporate AP, leads month-end close including journal entries, account reconciliations, and financial analysis; supervises and develops team members; key point of contact for external auditors during annual audits
• Driven process automation initiatives reducing manual work and improving data accuracy; administers company expense management platform
• Prior 4+ years at a national firm progressing from Audit Associate to Senior Associate II; led engagements from planning through issuance across healthcare, PE, manufacturing, retail, and nonprofit clients
• Targeting $150K+

Accounting Manager

• Licensed CPA with BBA in Accounting; currently oversees consolidated financials for four entities; serves as primary point of contact for external audit and manages a small accounting team including direct oversight of a staff accountant
• Owns full monthly close process end to end; developed strong working knowledge of healthcare network operations and how internal systems support financial reporting
• Prior corporate accounting experience supporting a network of approximately 84 hospitals; prepared quarterly reports presented to the Board of Directors, analyzed trended balance sheets, and calculated capitalized interest on active construction projects
• Earlier hands-on reconciliation and accounting software experience in the music industry; open to moving beyond healthcare PPO space into a broader industry environment
• Targeting $125K+

Senior Accountant

• Master of Accountancy; CPA eligible; public accounting foundation before transitioning to industry; personally recruited by a former CAO specifically for NetSuite implementation expertise
• Took over a QuickBooks to NetSuite migration after the original third-party vendor fell short; now owns month-end close review including Bill.com and prepaid schedules and manages two direct reports
• Partners cross-functionally with Marketing and Underwriting; process improvement mindset with a personable, collaborative style
• Seeking broader scope with more process improvement and growth opportunity beyond a review-heavy environment
• Targeting $125K+

Senior Accountant

• Licensed CPA with Big4 foundation; three years leading financial statement audits across behavioral health clinics, mental health facilities, and rehab centers; additional audit exposure to payment processing and a retail and healthcare client through a first-year SOX 404 implementation following an IPO
• Strong foundation in risk assessment, internal controls testing, and complex accounting research consistently applied to multi-entity healthcare environments
• Prior experience across additional public accounting, payroll, and reconciliation roles rounding out a well-diversified early career foundation
• Deliberate transition into corporate accounting after five busy seasons; strong preference for healthcare given deep audit background
• Targeting $100K+

Senior Accountant

• CPA candidate with all four parts passed; Audit Senior Associate leading multiple engagements from planning through completion; managed four concurrent commercial engagements during busy season while serving as primary in-charge on seven benefit plan audits in a single summer cycle
• Client portfolio spans construction, medical communications, software development, and virtual reality entertainment including one of the largest construction firms on the East Coast with approximately $10B in annual revenue
• Supervises and reviews work of associates and interns; serves as primary client contact for walkthroughs, requests, and issue resolution
• Magna Cum Laude with a degree in Accounting and Operations Management and Business Analytics; strong analytical foundation; looking to leverage audit background toward a corporate accounting or FP&A-adjacent role
• Targeting $100K+

Senior Accountant / Financial Analyst

• Big4 Senior Associate with four years building technical expertise across complex reporting environments; primary engagement at a large public holding company spanning media, entertainment, telecom, and sports subsidiaries; works directly with partners on a weekly basis
• Deep expertise in tax, treasury, cash and debt, investment accounting, and consolidation; gained M&A carve-out experience supporting ongoing acquisition and spinoff activity
• Additional private real estate development experience with digital infrastructure clients covering property, plant and equipment, construction in progress, and full asset lifecycle accounting
• Deliberately transitioning out of public accounting into a finance-driven role with exposure to forward-looking planning and budgeting; targeting a company where long-term growth and direct senior leadership access are possible
• Targeting $100K+

Financial Analyst / Senior Accountant

• Master of Professional Accountancy and Bachelor’s in Accounting and Finance; CPA candidate with 2 of 4 sections passed; Big4 Assurance Experienced Associate auditing public companies with revenues ranging from $500M to $10B+
• Portfolio spans oil and gas, automotive, and healthcare; takes ownership of audit areas from planning through completion including substantive procedures and internal controls testing
• Trains and mentors incoming associates on documentation standards; strong client relationship management keeping engagements on track for timely filings
• Former Division 1 collegiate athlete; pivoting into finance to leverage finance degree alongside audit foundation in a more business-facing, decision-oriented role
• Targeting $90K+

Senior Accountant

• 6 years spanning public accounting and biotech manufacturing; promoted from Staff to Senior Accountant based on consistently strong performance
• Manages month-end close across two sites handling journal entries, account reconciliations, bank reconciliations, and fixed asset accounting; led a project cutting close from 15 days to a consistent 4-day close through process redesign and reporting workbook overhaul
• Operates with a high degree of independence; built strong autonomous working skills collaborating daily with an overseas team with minimal overlap hours
• Prior public accounting foundation preparing personal and business tax returns for a high net worth client base; hands-on experience with IFS ERP and QuickBooks
• Targeting $95K+

Senior Accountant

• Master of Accountancy and BS in Commerce and Business Administration; Big4 foundation performing financial statement audits across healthcare, aerospace, construction, and real estate; led substantive testing across multiple cycles and served as client point of contact while delegating to associates and interns
• Subsequent experience in forensic advisory and valuation services analyzing financial records to quantify economic damages and lost profits; prepared business valuations including normalization adjustments and industry benchmarking
• Most recently evaluated internal controls, tested compliance processes, and assessed data integrity for banks, fintechs, and financial services clients; prepared executive-level reports and remediation recommendations for senior management
• Pursuing CAMS designation; advanced Excel skills; highly detail-oriented with strong documentation and process rigor across multiple financial environments
• Targeting $87K+

Senior Accountant

• Licensed CPA currently preparing and reviewing federal, state, and multi-state tax returns across law firms, engineering firms, and technology companies; advises clients on tax planning and takes on full cleanup engagements turning disorganized books into filing-ready financials
• Prior experience as sole accountant at a technology company owning the entire accounting and finance function including invoicing, month-end and year-end close, reconciliations, and financial reporting while coordinating with external auditors
• Earlier cost accounting foundation at a construction company determining gross profit by product line and applying ASC 606 revenue recognition to WIP reporting
• Targeting a corporate accounting seat at a larger organization with a long-term path toward Controller
• Targeting $95K+

Senior Accountant

• BS in Accounting; Senior Accountant at a Fortune 500 healthcare company managing the majority of administrative client contracts, ensuring accurate ASC 606 revenue recognition, and serving as a key performer in monthly, quarterly, and annual close
• Early trainer on a company-wide Oracle Cloud implementation; trains newer staff accountants on systems and processes
• Volunteer Head of Finance for a local nonprofit with $500K+ in annual revenue; provides pro bono accounting support to small businesses; demonstrates genuine commitment to community impact
• Broad ERP experience across Oracle Cloud, Microsoft Dynamics, QuickBooks, Xero, and Zoho; proficient in Tableau and SQL
• Targeting $100K+

Senior Accountant

• Dual degrees in Accounting and Finance; CPA eligible; three years in public accounting progressing to Senior Assurance Associate with full ownership of engagement management, client relationships, and staff workpaper review
• Leads financial statement and employee benefit plan audits across manufacturing, distribution, and real estate; highly proficient in Excel and AI-driven audit tools
• Prior public accounting foundation at a regional firm rounding out a well-diversified audit background across multiple industries
• Deliberate transition into corporate accounting seeking better work-life balance after multiple busy seasons of 60+ hour weeks
• Targeting $90K+

Staff Accountant / Senior Accountant

• Dual bachelor’s degree in Finance and Economics with a minor in Accounting; distinguished member of an academic honor society; two years inside one of the largest and most complex accounting environments in the market
• Owns full-cycle accounting and month-end close including balance sheet reconciliations, professional fee and provider salary processing, and rent and lease accruals across approximately 50 entities; provides bookkeeping support for approximately 100 hospitals and clinics
• Manages accruals tied to GME, medical directorship, and on-call compensation; absorbed a departing colleague’s workload demonstrating trust and range
• Prior AP and payroll specialist experience handling weekly check disbursements, serving as backup payroll specialist, and remitting federal and state payroll taxes; earlier individual tax return preparation experience
• Targeting $70K+