Directory
Finance roles we recruit
No postings. No stacks of resumes. No chasing. You interview a short list.
Financial Headhunters: You need finance leaders who translate raw data into clear capital decisions rather than those who simply update existing spreadsheets.
This is what we do all day: recruit accounting, finance, banking and insurance professionals.
No upfront fee. You pay only if you hire.
Need someone now? Call 305-306-4829.
We offer a candidate replacement guarantee on standard search agreements. The applicable period and exact terms are set out in the signed client recruiting agreement.
- Controller
- CFO
- VP Finance
- FP&A Director
- Accounting Manager
- Director of Accounting
- Assistant Controller
- Tax Director
- Treasury Manager
- Internal Audit Director
- Senior Accountant
- Financial Analyst
- Head of Financial Reporting
- Commercial Lender
- Chief Credit Officer
- Business Systems Finance Lead
- No upfront fee
- Pay only if you hire
- Accounting, finance, banking and insurance
- We reach people who aren’t on job boards
- Replacement terms on standard searches
How long did your last search take?
How much did the empty seat cost while you waited?
Every week a finance seat stays empty costs you in overtime, late closes and work that waits. We go straight to people already doing the job.
01
What does this hire really come down to?
Your finance department often functions as the internal friction point during periods of scaling. A strong hire identifies where information flow breaks down before it impacts your bottom line. They do not just record history; they interpret the financial health of the business to reveal hidden waste or missed revenue opportunities that your current team might overlook due to rigid daily process demands.
Great finance talent possesses a distinct mechanical understanding of how every dollar enters and leaves your operation. Whether managing daily cash flow or planning long-term capital allocation, they hold a granular view of your internal systems. They anticipate audit requirements and tax obligations early, which keeps your books clean while you focus on external market expansion instead of internal accounting cleanup.
02
What do we check before you see anyone?
- 01We verify their direct experience with your specific accounting software architecture to confirm they can operate within your existing workflows without needing training on basic platform functions.
- 02We confirm they understand the exact regulatory environment governing your sector, particularly how they interpret and apply changing tax codes to your specific corporate filing obligations and audit needs.
- 03We examine their track record of cross-functional communication, specifically looking for instances where they persuaded operational leadership to adjust spending habits based on clear, data-backed financial findings.
- 04We audit their ability to manage a full month-end cycle from start to finish, looking for evidence that they prioritize speed and accuracy during critical reporting windows for management.
- 05We assess their technical proficiency in complex modeling within spreadsheet environments, focusing on how they structure data to be scalable and audit-ready as your business complexity continues increasing.
- 06We present a case study involving missing ledger entries to see if the candidate constructs a reasoned estimate and logs their underlying logic in a memo. You will review this written documentation during the interview to verify their ability to track the data points they used.
03
Where do we find them?
We look in organizations that share your specific intensity of financial oversight, targeting professionals currently working in roles that demand high autonomy. These individuals typically seek new challenges because their current path offers limited visibility into the strategic side of the business. They want to move to companies where their input directly shapes future capital decisions instead of just maintaining existing accounting structures.
Our sourcing concentrates on background types who have worked through multiple fiscal cycles and complex audit scenarios. These candidates move because they seek environments that reward efficiency and clear financial storytelling. We engage with professionals who are currently helping their teams manage growth or consolidation, as they bring the practical skills necessary to improve your internal financial rigor immediately.
04
Which hiring mistakes should you watch for?
- 01Hiring based on broad industry experience rather than specific technical proficiency with the exact reporting systems and operational complexities your finance department currently requires for daily success.
- 02Ignoring the difference between a process-driven bookkeeper and a strategic analyst, which leads to frustration when the new hire fails to interpret the data for leadership.
- 03Overestimating the capacity of a junior accountant to manage your complex tax and compliance requirements, which eventually creates significant risk during your annual review and filing.
05
The search in three steps
- 01We define your technical requirements by auditing your current financial systems and identifying the gaps in your existing reporting or forecasting capabilities that slow your internal decision-making.
- 02We simulate complex month end closing errors that involve unreconciled foreign currency variances to observe the candidate's methodology. We ask them to identify the specific accounting standard they would apply to reclassify these balances under pressure.
- 03We provide candidates who have completed a trial task involving the drafting of a variance analysis report for a department budget. We ask them to describe the process they use to translate accounting journal entries into a narrative for a project manager who lacks a finance background.
Controllership, Corporate and Cost Accounting
- Corporate Controller
- Controller
- Division Controller
- Regional / Multi-Site Controller
- Assistant Controller
- VP of Accounting
- Director of Accounting
- Senior Accounting Manager
- Accounting Manager
- Accounting Supervisor
- General Ledger Manager
- Consolidations Manager
- Senior Accountant
- Staff Accountant (experienced)
- General Ledger Accountant
- Intercompany Accountant
- Fixed Asset Accountant
- Lease Accountant (ASC 842)
- Plant Controller
- Operations Controller
- Manufacturing Finance Manager
- Cost Accounting Manager
- Senior Cost Accountant
- Cost Accountant
- Inventory Accountant
- Standard Cost Analyst
- Remote Staff Accountant
SEC Reporting, Technical and Revenue Accounting
- VP SEC Reporting
- Director of SEC Reporting
- SEC Reporting Manager
- Senior SEC Reporting Accountant
- Director of Financial Reporting
- Financial Reporting Manager
- Senior Financial Reporting Accountant
- Director of Technical Accounting
- Technical Accounting Manager
- Accounting Policy Manager
- Director of Revenue Accounting
- Revenue Accounting Manager
- Revenue Accountant
- Stock Compensation Accountant
- Senior Technical Accountant
- SaaS Revenue Accountant
FP&A and Strategic Finance
- VP FP&A
- Director of FP&A
- FP&A Manager
- Senior Financial Analyst
- Financial Analyst (experienced)
- Finance Business Partner
- Commercial / Sales Finance Manager
- Director of Strategic Finance
- Strategic Finance Manager
- VP Corporate Development
- Corporate Development Director / Manager
- Director of Investor Relations
- Pricing Manager
- Budget Manager
- Financial Analyst I
- Financial Analyst II
- Financial Analyst III
- Lead Financial Analyst
Construction and Real Estate Accounting
- Construction Controller
- Construction Accounting Manager
- Project Accounting Manager
- Senior Project Accountant
- Project Accountant
- Job Cost Accountant
- Construction Payroll Manager (certified payroll)
- Real Estate Controller
- Property Accounting Manager
- Senior Property Accountant
- Property Accountant
- Development Accountant
- Director of Development Finance
- Homebuilder / Land Accountant
- Lease and CAM Accountant
- Real Estate Financial Analyst
- Senior Development Accountant
- Construction CFO
Tax
- VP of Tax
- Tax Director
- Senior Tax Manager
- Tax Manager (corporate)
- Senior Tax Analyst
- Tax Analyst
- Tax Provision (ASC 740) Manager
- International Tax Manager
- Transfer Pricing Manager
- State and Local Tax (SALT) Manager
- Sales and Use (Indirect) Tax Manager
- Partnership Tax Manager
- Property Tax Manager
- Trusts and Estates (Private Client) Tax Manager
- Senior International Tax Analyst
Accounting Operations, Credit and Payroll Leadership
- Director of Accounting Operations
- Finance Shared Services Manager
- Accounts Payable Manager
- Accounts Payable Supervisor
- Procure-to-Pay Manager
- Accounts Receivable Manager
- Billing Manager
- Order-to-Cash Manager
- Credit Manager
- Director of Credit
- Credit and Collections Manager
- Payments and Reconciliation Manager (fintech)
- Director of Payroll
- Payroll Manager
- Payroll Supervisor
- Revenue Cycle Director (healthcare)
- Reimbursement Manager (healthcare)
Finance Systems and Transformation
- Director of Finance Systems
- Finance Systems Manager
- Financial Systems Analyst
- NetSuite Administrator
- Sage Intacct Administrator
- SAP FICO Analyst
- Oracle Financials (ERP) Analyst
- Workday Financials Analyst
- EPM / Planning Systems Manager (Adaptive, Anaplan, OneStream)
- Finance Transformation Director
- Finance Data / BI Analyst
- Senior Financial Systems Analyst
Public Accounting: Audit, Tax and Advisory
- Audit Partner
- Audit Senior Manager
- Audit Manager
- Audit Senior
- Experienced Audit Associate
- Employee Benefit Plan Audit Manager
- Tax Partner
- Tax Senior Manager
- Tax Manager (CPA firm)
- Tax Senior
- Experienced Tax Associate
- Transaction Advisory (QoE) Manager
- Valuation Manager
- Forensic Accounting Manager
- Accounting Advisory Manager
- Risk Advisory (SOX) Manager
- Client Accounting Services (CAS) Manager
- Audit Supervisor
Private Equity, Private Credit and Family Office Finance
- Private Equity Firm CFO
- Private Credit Fund CFO
- Fund Controller
- Fund Accounting Manager
- Senior Fund Accountant
- Fund Accountant
- Management Company Controller
- Real Estate Fund Controller
- Hedge Fund Accountant
- Portfolio Monitoring Manager
- Fund Valuation Manager
- Investor Reporting Manager
- Private Credit Loan Operations Manager
- Family Office CFO
- Family Office Controller
- Family Office Senior Accountant
- Fund Accounting Director
Banking, Lending and Credit Unions
- Chief Lending Officer
- Commercial Banking Market President
- Commercial Banking Team Leader
- Commercial Lender / Relationship Manager
- Commercial Real Estate (CRE) Lender
- Construction Lender
- Middle Market Relationship Manager
- Asset-Based Lending (ABL) Relationship Manager
- SBA Lender / Business Development Officer
- Business Banker
- Agricultural Lender
- Equipment Finance Business Development Officer
- Chief Credit Officer
- Senior Credit Officer
- Director of Credit Administration
- Credit Analyst
- Senior Credit Analyst
- Commercial Credit Underwriter
- Loan Review Officer
- Special Assets Officer
- Commercial Portfolio Manager
- Loan Operations Manager
- Construction Loan Administrator
- Treasury Management Officer
- Director of Treasury Management
- Bank President and CEO
- Bank CFO
- Credit Union CFO
- Bank Controller
- ALM / Bank Treasury Manager
- Regulatory Reporting Manager
- Allowance (ACL / CECL) Manager
- Credit Union VP of Lending
- Member Business Lending Manager
- Consumer Lending Manager
- Indirect Lending Manager
- Branch Manager
- Regional Retail Market Leader
- BSA / AML Officer
- Senior Commercial Lender
Insurance Finance and Actuarial
- Insurance CFO
- Insurance Controller
- Statutory Reporting Manager
- Statutory Accountant
- Insurance GAAP / LDTI Reporting Manager
- Reinsurance Accounting Manager
- Premium Accounting Manager
- Claims Accounting Manager
- Insurance FP&A Manager
- Insurance Tax Manager
- Reserving Analyst
- Actuarial Analyst
- Senior Statutory Accountant
Bookkeeping, Staff Accounting and Analyst Support
- Bookkeeper
- Full-Charge Bookkeeper
- Accounting Clerk
- Junior Accountant (Accountant I, entry-level Staff Accountant)
- Account Reconciliation Specialist
- Family Office and Household Bookkeeper (bill pay)
- Inventory Control Specialist (cost and inventory clerk)
- Construction Accounting Assistant (job cost clerk)
- Assistant Property Accountant
- Lease Administrator
- Grant Accountant (nonprofit)
- Fund Accounting Associate (entry level, fund administration)
- Financial Analyst (entry level to experienced)
- Budget Analyst
- Pricing Analyst
- Commission and Sales Compensation Analyst
- Accounting Clerk I
- Accounting Clerk II
- Accounting Clerk III
- Senior Bookkeeper
- Remote Bookkeeper
Accounts Receivable, Billing, Credit and Collections
- Accounts Receivable Specialist (including cash application)
- Cash Application Specialist
- Billing Specialist
- Construction Billing Specialist (AIA progress billing)
- Collections Specialist (commercial and consumer)
- Trade Credit Analyst (B2B, non-bank)
- Deductions and Chargeback Analyst
- Medical Billing Specialist
- Payment Poster
- Insurance Follow-Up (Healthcare AR) Specialist
- Senior Accounts Receivable Specialist
- Accounts Receivable Team Lead
Tax Preparation and Audit Staff
- Tax Preparer (seasonal and year-round)
- Enrolled Agent
- Tax Associate (staff level, including busy season)
- Sales and Use Tax Specialist
- Audit Associate (staff level, including busy season)
- Employee Benefit Plan (EBP) Audit Associate
- Client Accounting Services (CAS) Staff Accountant
- Seasonal Tax Preparer
- Remote Tax Preparer
- Seasonal Tax Associate
- Seasonal Audit Associate
- Senior Tax Preparer
Bank Branch and Retail Banking
- Bank Teller (including float and part-time)
- Head Teller (Teller Supervisor)
- Universal Banker
- Personal Banker
- Relationship Banker
- Assistant Branch Manager (Branch Operations Manager)
- Member Service Representative (credit union)
- Contact Center Banker
- Licensed Banker (investment-licensed, in branch)
- Bilingual Bank Teller
- Bilingual Universal Banker
- Bilingual Personal Banker
Bank Operations, Payments and Financial Crimes Compliance
- Deposit Operations Specialist (Bank Operations Specialist)
- Wire and ACH (Payments Operations) Specialist
- Card Services and Disputes Specialist (Reg E)
- Item Processing Specialist
- Core Banking Systems Analyst
- Treasury Management Implementation Specialist
- BSA/AML Analyst (Transaction Monitoring Analyst)
- AML Investigator (Financial Crimes Investigator)
- KYC Analyst (CDD and EDD)
- Sanctions (OFAC) Analyst
- Fraud Analyst
- Bank Compliance Analyst (including CRA and fair lending)
- BSA Manager (Deputy BSA Officer)
- Senior Deposit Operations Specialist
- Senior BSA/AML Analyst
- Lead AML Investigator
Mortgage Lending and Operations
- Mortgage Loan Officer
- Mortgage Branch Manager (producing)
- Wholesale Account Executive
- Loan Officer Assistant
- Loan Setup and Disclosure Specialist
- Mortgage Loan Processor
- Mortgage Underwriter
- Mortgage Closer (and Funder)
- Post-Closer
- Mortgage Quality Control Analyst
- Secondary Marketing and Lock Desk Analyst
- Mortgage Operations Manager
- Senior Mortgage Loan Processor
- Senior Mortgage Underwriter
- Remote Mortgage Underwriter
Loan Operations and Servicing
- Commercial Loan Assistant
- Loan Documentation and Closing Specialist (commercial loan closer)
- Consumer Loan Closer
- SBA Loan Processor and Closer
- Loan Operations Specialist (boarding and credit administration)
- Loan Servicing Specialist
- Consumer Loan Underwriter (indirect auto, personal, home equity)
- Consumer Loan Officer
- Loan Collector (consumer and small business)
- Escrow Analyst (mortgage servicing)
- Loss Mitigation Specialist
- Senior Loan Operations Specialist
- Senior Loan Servicing Specialist
Insurance Underwriting, Claims and Agency Operations
- Commercial Lines Underwriter
- Personal Lines Underwriter
- Underwriting Assistant
- Surety Underwriter (contract surety)
- Surety Account Manager (agency bond desk)
- Claims Adjuster (field and desk)
- Claims Examiner
- Subrogation Specialist
- Premium Auditor
- Loss Control Consultant
- Commercial Lines Account Manager (agency)
- Premium Accounting Specialist
- Senior Claims Adjuster
- Senior Commercial Lines Underwriter
How your search runs
How does The Six-Step Search work?
One sequence, from a well-defined seat to a shortlist you can judge.
Search Calibration
We start with a call about the seat, the books, the owners and the people the hire will work with. We learn what the role must fix in the first year and what would make a candidate wrong even if the resume looks right.
You get: A written search brief: scope, must-haves, deal-breakers and the pay range, agreed with you.
Market Mapping
We map the companies and institutions where the right people already work: similar size, similar ownership, similar complexity, in your market and in others.
You get: The target list of companies and institutions we will search, reviewed with you before outreach.
Professional Contact Intelligence
We find direct ways to reach the people on the map. Most are employed and not reading job boards, so reaching them takes real research.
You get: Direct routes to people who are not on job boards, researched for your search.
Persistent Personalized Outreach
We call and write to people individually and follow up. Interest varies, so we discuss the actual opportunity rather than promising a particular response.
You get: One-to-one conversations about your actual role, followed up, never a mass email blast.
Live Candidate Qualification
We speak with every candidate before you do. We check scope, systems, reporting lines, compensation expectations, location and why they would move.
You get: Only candidates we have spoken with, checked on scope, systems, pay, location and motive.
Candidate Intelligence and Process Support
You receive a short written brief on each finalist covering what they have done, where they are thin and what they want. Then we help with interviews, references and the offer.
You get: A short written brief on each finalist, plus help with interviews, references, counteroffer risk and the offer.
Questions people ask
How long does it take to reach a shortlist?
The timeline depends on the technical complexity of your requirements and current market demand for your specific role. We focus on accuracy in our initial outreach to present viable options rather than providing a list of unqualified applicants.
How do you assess cultural and technical fit?
We evaluate candidates through a detailed review of their technical output and their ability to solve specific financial problems within prior roles. We ask them to explain their logic when dealing with difficult reporting deadlines to confirm they match your internal operational standards.
How do you manage candidates with counteroffers?
We mitigate this risk by identifying the underlying motivations for their job search during our earliest conversations. By understanding why they truly need to move, we keep them focused on their career objectives rather than temporary financial increases from their current employer.
Is my search kept confidential?
All recruitment activities are managed with strict discretion to protect your business interests. We do not disclose your company identity until we have pre-screened a candidate and determined they are a serious match for your specific financial hiring needs.
How does your fee structure work?
We operate strictly on a contingency basis, meaning you only incur a fee if you choose to hire one of the candidates we present. All terms are formalized in a written agreement before we initiate any outreach on your behalf.
What is your guarantee?
We offer a candidate replacement guarantee on standard search agreements. The applicable period and exact terms are set out in the signed client recruiting agreement.
What don't you do?
We do not post your finance job and forward whoever applies. We do not send stacks of unscreened resumes, and we do not recruit outside accounting, finance, banking and insurance.
Start a search
Tell us about the seat.
No upfront fee. You pay only if you hire.
We offer a candidate replacement guarantee on standard search agreements. The applicable period and exact terms are set out in the signed client recruiting agreement.