leadership profiles.

Here’s a sampling of our highly experienced executive candidates — and a preview of how they can help move your business forward.

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seasoned real estate executive

Results-driven senior corporate financial executive and dedicated team player who focuses on collaborating with leadership teams to improve efficiency, increase productivity and drive results on the bottom line.

  • Adept at working cross-laterally to foster alliances between business units.
  • Proven track record of success implementing solutions to overcome operational challenges.
  • Licensed CPA with B.A. from George Washington University.
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west coast finance executive

West Coast finance executive with more than 15 years’ experience in controller-level leadership roles for medical devices companies, tech startups, PE firms — and just about everything in between.

  • Broad-scope leadership experience running the gamut from IPOs to budgeting, audits, system implementations, regulatory reporting (including NAIC guidelines) and more.
  • Consistently increases profitability of companies undergoing transitions through cross-functional team collaboration and superior management practices.
  • CPA (maintained in Florida with reciprocity in California) and B.S. in accounting from Penn State University.
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highly experienced C-suite executive

Highly experienced C-suite executive with over 30 years’ experience leading major growth in the food and beverage space.

  • Understands all aspects of organic revenue growth, business strategy, marketing development and high-impact organizational transformations.
  • Collaborative leader with a focus on sustainable growth and team empowerment.
  • Holds B.A. from the University of California.
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analytical thinker, dual CPA and CMA and recognized accounting leader

Analytical thinker, dual CPA and CMA and recognized accounting leader with 20-plus years’ controller-level experience at both private and publicly owned companies.

  • Adept at reorganizing departments and organizational practices to optimize resource allocation and efficiencies.
  • Extremely sharp, hands-on leader who has a proven history of building high-value accounting functions at multiple organizations.
  • CPA and CMA with B.B.A. in accounting from DeVry University.
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dynamic CPA and MBA and seasoned leader

Dynamic CPA and MBA with over 30 years’ leadership experience and a demonstrated track record of success at the helm of financial management, accounting, auditing and operations across multiple industries — financial services, banking, real estate and more.

  • Financial leadership wheelhouse encompasses accounting, strategic planning, cash and risk management, treasury, benchmarking, IPOs, structured finance and more.
  • Effective communicator with the team-building and leadership skill set required to deliver on urgent business objectives in fast-paced, high-growth and diverse environments.
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collaborative, passionate and process-oriented nonprofit CFO

Collaborative, passionate and process-oriented CFO with unrivaled depth of experience leading nonprofit organizations.

  • Hands-on leader skilled at all aspects of financial reporting — budgeting and forecasting, 990 tax reporting, risk management, auditing and more.
  • Adept at building consensus across leadership teams, evaluating and strengthening internal control processes and delivering results.
  • CPA with B.S. in accounting from Southern Illinois University.
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senior-level financial reporting director

Senior-level financial reporting director whose experience spans multiple industries, including private equity (PE), retail, healthcare, entertainment, startups and more.

  • Brings to the table in-depth knowledge of SEC/compliance reporting together with experience spearheading conversions from IFRS to GAAP.
  • Energetic, personable and engaging team player.
  • Holds CPA and B.S. in accounting.
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experienced finance professional

Experienced finance professional with strong history of driving process improvements for companies in manufacturing and consumer packaged goods (CPG), among others industries.

  • Hands-on problem-solver who takes a structured approach to business challenges, effectively balancing and prioritizing resources to deliver on goals.
  • Consistently motivates, coaches and develops top performers.
  • Combines CPA knowledge with MBA perspective.
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CFO-level executive

CFO-level executive who has extensive experience working with nonprofits, privately held associations and professional services organizations.

  • Scope of financial management experience spans internal controls, reporting, compliance, process redesign, operations, sales, systems and more.
  • Recognized for interpersonal leadership skills in developing staff and promoting cross-functional collaboration.
  • Holds CPA as well as B.S. in accounting from Quincy University.
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highly focused, analytical and sought-after CPA

Highly focused, analytical and sought-after CPA for successful real estate companies.

  • Proven track record of success in progressively responsible accounting roles with real estate companies focused on both commercial and residential properties.
  • Analytical thinker who understands all the fine nuances of accounting in the real estate space.
  • Licenced CPA.
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CFO and senior finance executive

CFO and senior finance executive with demonstrated success providing strategic leadership through effective partnerships with boards of directors, CEOs, private equity (PE) sponsors and other C-suite executives.

  • Strategic thinker and team-oriented leader with the leadership skill set and experience to accelerate business performance.
  • Proven track record of exceeding growth and profitability targets in turnaround situations.
  • CPA with B.S. in accounting from Boston College.
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