Fractional COO (09171300)

  • General Description/Background: Key Responsibilities Operational Scaling Build the foundation to successfully grow a multi unit services business on from 100 to 200+ locations Assess and optimize current systems, processes, and organizational structure to support rapid expansion. Talent & Team Development Ensure the right A+ players are in the right seats to drive execution. Partner with leadership to recruit, retain, and elevate top talent across the organization. Execution & Accountability Establish KPIs and performance metrics to drive consistent, high-level execution. Introduce accountability frameworks to ensure franchisees and internal teams are aligned and delivering results. System & Process Optimization Implement systems that foster collaboration, consistency, and scalability across the franchise network. Leverage technology and data to improve operational visibility and decision-making. Strategic Leadership Act as a trusted partner to the CEO and executive team, providing guidance on growth strategy, operational excellence, and risk mitigation. Lead initiatives to ensure seamless collaboration between franchisor and franchisees.
  • Experience/Skills Required:
    • Proven leadership experience as a COO, President, or General Manager in a multi unit services-based business or franchise business (home services strongly preferred).
    • Demonstrated success scaling operations in a franchise or multi-location environment.
    • Strong background in building systems, processes, and accountability frameworks.
    • Experience recruiting, developing, and retaining high-performing teams.
    • Exceptional execution skills with the ability to translate strategy into measurable results.
    • Strong collaboration and communication skills, able to influence across diverse stakeholders.
  • Experience/Skills Preferred:
  • Location: Remote
  • Travel Type: Travel reimbursement available
  • Assignment Type: Interim - Part-Time
  • Assignment Timeframe:
  • Potential to full time: Yes
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Fractional CFO/Controller (09121299)

  • General Description/Background: A small but fast-growing online education company that provides classes and coaching to students worldwide is seeking part-time financial leadership support. The company is at a pivotal stage where financial rigor and improved reporting are essential to support future growth and operational improvements. Role Overview We are seeking a hands-on Fractional Controller to bring structure, accuracy, and discipline to financial operations. The ideal candidate will be equally comfortable rolling up their sleeves to clean up existing systems while also advising on strategy. This role will begin by focusing on accounting and financial reporting, with the opportunity to shape future improvements in CRM integration, reporting dashboards, and operational processes. The engagement will be part-time (8–15 hours per week). Key Responsibilities Accounting & Financial Operations Assess the current use of Xero and determine whether to clean up existing records or migrate to QuickBooks. Strengthen recordkeeping practices, ensuring accuracy, compliance, and completeness of all financial data. Establish a formal accounts receivable process, including policies for overdue balances and improved collections. Implement internal controls to reduce risk and improve financial transparency. Reporting & Insights Develop reliable monthly financial reporting packages for the Founder and leadership team. Create clear reporting on client payments, class activity, and profitability. Advise on best practices for integrating CRM data with financial systems to enable business performance insights. Lay the groundwork for future dashboards (e.g., Power BI, Tableau) once systems are stabilized. Strategic Support Provide guidance on transitioning from one-off payments to a subscription-based revenue model. Partner with leadership to build financial projections and scenario models to support decision-making. Act as a trusted advisor to the Founder, ensuring the business has a solid financial foundation to grow.
  • Experience/Skills Required:
    • Proven experience as a CFO, Controller, or senior finance leader in small to mid-sized businesses.
    • Expertise with both Xero and QuickBooks (and ability to advise on best long-term fit).
    • Strong understanding of AR processes, collections, and financial controls.
    • Experience implementing financial reporting frameworks and integrating accounting with CRM or operational data.
    • Ability to thrive in a hands-on, fractional environment (8–15 hours/week).
    • Bonus: Experience in online education, subscription models, or services businesses.
  • Experience/Skills Preferred:
  • Location: Remote
  • Travel Type:
  • Assignment Type: Interim - Part-Time
  • Assignment Timeframe: 3-6 months
  • Potential to full time: No
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Interim US General Manager (Consumer Goods) (09101298)

  • General Description/Background: We are seeking an experienced Interim General Manager to lead and stabilize the U.S. subsidiary of a growing international consumer goods company. The business is headquartered overseas and has built a strong reputation for quality, design, and innovation. The U.S. subsidiary, located in New York City, generates annual revenues in the $40–50M range and employs fewer than 25 people. While the brand enjoys a highly positive reputation, the subsidiary has faced ongoing challenges with profitability and is in need of seasoned leadership to drive sustainable growth. This is a unique opportunity for an executive with deep U.S. market knowledge and strong international perspective to guide the team through a critical period. The interim assignment is expected to transition into a permanent leadership role following demonstrated success. Leadership & Strategy • Provide day-to-day leadership across sales, marketing, e-commerce, logistics, and finance functions. • Partner with global headquarters to align strategy, growth targets, and profitability goals. • Inspire, coach, and develop a small but highly capable U.S. team. Commercial Growth • Drive sales performance across retail, online, and distribution channels. • Strengthen brand positioning in the U.S. through marketing and consumer engagement initiatives. • Accelerate growth in e-commerce, optimizing pricing, promotions, and customer acquisition. Operational Excellence • Oversee logistics and supply chain to improve efficiency, fulfillment, and service levels. • Ensure accurate financial reporting, cost management, and budget oversight. • Implement systems, processes, and KPIs to enable scalability and profitability.
  • Experience/Skills Required:
    • Proven General Management experience within U.S. operations of international consumer goods companies.
    • Background in FMCG, lifestyle products, toys, cosmetics, luxury, or fashion; OTC exposure a plus.
    • Strong commercial orientation with a track record of delivering profitable growth.
    • Experience bridging European/global headquarters with U.S. market realities.
    • Early-career training in large corporate environments, complemented by later leadership roles in mid-sized companies.
    • Exceptional leadership and communication skills; able to build trust with diverse stakeholders.
    • Fluency in English; additional European language skills advantageous.
  • Experience/Skills Preferred:
  • Location: New York, NY
  • Travel Type: Travel reimbursement available
  • Assignment Type: Interim - Full-Time
  • Assignment Timeframe: 6 months
  • Potential to full time: Yes
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Fractional President (08291297)

  • General Description/Background: We are working with a construction company in Tampa that is seeking an advisor to asssit them with scaling and selling their company. The company is led by seasoned entrepreneurs who have successfully built and sold two prior businesses (each under $10M) and are now committed to creating their largest and most valuable company to date. With an open mindset toward offering equity, the owners are seeking an entrepreneurial, growth-minded leader to take the company to the next level. Position Summary We are seeking a hands-on Fractional President who thrives in scaling founder-led businesses. This role requires a leader who can build the foundation for aggressive growth, professionalize operations, expand market share, and prepare the company for a profitable sale. The ideal candidate will be equally comfortable in the field, with clients, and in the boardroom—bringing both operational discipline and strategic vision. Key Responsibilities Growth & Strategy Develop and execute a multi-year growth plan to expand revenue by $20M. Identify and capture new business opportunities across commercial and residential construction. Build strategic partnerships and alliances that accelerate growth. Establish the infrastructure (systems, processes, KPIs) required to scale efficiently. Operational Leadership Oversee all day-to-day operations including project management, finance, HR, business development, and client delivery. Implement scalable processes, reporting, and financial controls to support growth and transparency. Build and mentor a high-performing leadership team to execute at scale. Business Development & Client Relations Drive sales, marketing, and client acquisition strategies to diversify revenue streams. Position the company as a trusted, high-quality provider in the Florida market and beyond. Strengthen client relationships to ensure repeat business and referrals. Exit Preparation Work closely with ownership to prepare the company for due diligence and sale. Optimize financial performance and operational efficiency to maximize valuation. Lead cultural and organizational development to create a sustainable business attractive to buyers.
  • Experience/Skills Required:
    • Proven track record of scaling a construction or related services business to $25M+ in revenue.
    • Strong leadership skills with experience managing P&L responsibility and building cross-functional teams.
    • Deep understanding of the construction industry—operations, bidding, project delivery, compliance, and risk management.
    • Experience in preparing a business for acquisition or private equity investment.
    • Entrepreneurial mindset with the ability to thrive in a growth-focused, fast-paced environment.
  • Experience/Skills Preferred:
  • Location: Tampa, FL
  • Travel Type: Can be virtual
  • Assignment Type: Interim - Part-Time
  • Assignment Timeframe: 12 months +
  • Potential to full time: No
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Sr Supply Chain Systems & Data Analyst (08271296)

  • General Description/Background: We are seeking a highly analytical and detail-oriented Sr Supply Chain Systems & Data Analyst to support day-to-day logistics, fulfillment, planning, and reporting across a multi-segment business. This role will work closely with internal stakeholders, external vendors, and the Supply Chain Manager to optimize operations and ensure efficient product flow from supplier to customer. The ideal candidate is a collaborative problem-solver with strong analytical skills, ERP system experience, and a deep understanding of inventory, logistics, and demand planning processes. Key Responsibilities Logistics, Fulfillment & Inventory Management • Monitor and manage inventory levels across multiple business segments and warehouse locations. • Coordinate with 3PL partners and internal teams to ensure timely and accurate order fulfillment. • Track and resolve shipment delays, discrepancies, and other logistics issues. Manufacturing & Planning • Assist in developing production schedules and forecasts based on sales trends and business needs. • Collaborate with the Supply Chain Manager and vendors to support on-time manufacturing and component availability. Demand Planning & Forecasting • Develop and maintain demand planning models for each business segment. • Analyze historical data, seasonality, and market trends to generate accurate forecasts. • Recommend adjustments to forecasts and inventory targets to optimize working capital. ERP Systems & Data Management • Maintain and improve ERP data integrity related to item masters, BOMs, SKUs, and inventory movements. • Partner with operations and IT teams to support ERP upgrades, automation, and controls. • Generate operational dashboards, metrics, and weekly/monthly reports to support decision-making. Cost & Process Optimization • Identify opportunities to reduce costs across transportation, warehousing, and materials sourcing. • Support continuous improvement projects to enhance service levels and operational efficiency. This role is hybrid onsite twice a week in Los Angeles.
  • Experience/Skills Required:
    • 5+ years of experience in supply chain, logistics, or manufacturing planning roles.
    • Strong analytical skills with advanced Excel and/or data analysis tools.
    • Experience with ERP or inventory systems (NetSuite, SAP, Fishbowl or similar).
    • Excellent organizational and communication skills.
    • Strong attention to detail and ability to manage multiple priorities.
  • Experience/Skills Preferred:
    • Experience in a high-growth or multi-channel business environment.
    • Familiarity with 3PL coordination and international logistics.
    • Exposure to demand planning or S&OP processes.
    • Passion for operational efficiency and process improvement.
  • Location: Los Angeles
  • Travel Type: Must live within daily commutable distance
  • Assignment Type: Direct Hire with Client
  • Assignment Timeframe:
  • Potential to full time: Yes
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Fractional Controller Nonprofit (08271295)

  • General Description/Background: We are working with a small nonprofit with 4 employees that is primarily supported by state grants. As our client approaches year-end, they are seeking a fractional Controller to bring structure to financial operations, improve reporting, and ensure compliance with grant and funding requirements. Key Priorities • Conduct year-end bookkeeping and prepare financials for CPA review. • Establish and implement monthly financial reporting to leadership and the board. • Develop a formal annual budget, including scenarios for potential revenue reduction. • Implement best practices for grant tracking, reporting, and expense allocation. • Strengthen bookkeeping processes and internal controls, ensuring separation of duties as feasible. • Liaise with the CPA firm to ensure smooth audit/tax preparation. • Provide the executive team with financial insights to support decision-making. Engagement Details • Initial scope: 10–15 hours/week for setup and year-end close. • Ongoing support: 5–8 hours/week for reporting, budgeting, and oversight. • Compensation: $90-$110/hr/hour depending on experience.
  • Experience/Skills Required:
    • Progressive accounting experience, including nonprofit experience strongly preferred.
    • Experience with grant compliance and state/federal funding reporting.
    • Prior Controller-level experience (fractional/part-time nonprofit engagements a plus).
    • Strong skills in budgeting, forecasting, and implementing accounting best practices.
    • Proficiency with QuickBooks (Online preferred).
    • CPA license preferred but not required.
  • Experience/Skills Preferred:
  • Location: Madison, WI
  • Travel Type: Can be virtual
  • Assignment Type: Interim - Part-Time
  • Assignment Timeframe:
  • Potential to full time: No
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President (08111294)

  • General Description/Background: The President will be a dynamic, hands-on leader with experience managing multiple P&Ls, each led by its own General Manager. The role requires a leader who can align separate operating units, foster collaboration, elevate leadership capabilities, and build trust with an existing team of high-caliber, long-tenured leaders. The President will work closely with the Chairperson, private equity operating partner, and entity GMs to drive strategic and operational excellence, scale the business, and position it for a strong exit. Leadership & Integration Provide visionary leadership to five distinct operating companies while maintaining their unique market presence. Continue integration of shared functions (accounting, HR, sales, marketing) while improving collaboration and communication between entities. Build trust, manage egos, and elevate leadership capabilities across the organization. Growth & Strategy Develop and execute a multi-year growth plan leveraging cross-selling opportunities and operational efficiencies. Drive project-based manufacturing excellence with a focus on customer satisfaction and repeat business. Partner with the private equity operating partner to align business objectives with exit strategy. Operational Excellence Lead the continued implementation of the Entrepreneurial Operating System (EOS). Oversee project-based manufacturing operations, supply chain performance, and quality control. Foster a culture of continuous improvement utilizing Lean, Six Sigma, or similar methodologies. Team & Culture Development Coach and mentor General Managers and senior leaders to build a unified, high-performance culture. Encourage innovation while respecting the unique identities of each operating unit.
  • Experience/Skills Required:
    • Proven success as a President, COO, or senior executive overseeing multiple operating units or P&Ls.
    • Manufacturing background—industrial filtration & Water treament. Preferably in technical, mechanical, or project-based manufacturing (e.g., engineered-to-order, custom systems).
    • Experience with contract, customer-specific, or project manufacturing environments versus large-volume assembly lines.
    • Strong supply chain management background.
    • Exposure to Lean, Six Sigma, or other continuous improvement methodologies.
  • Experience/Skills Preferred:
    • Industrial Filtration & Water/Wastewater Treatment: Experience with engineered filtration solutions—especially in water, wastewater, chemical, or food processing applications.
    • Project-Based Manufacturing: Leadership in custom-designed filtration equipment (e.g., jet aeration, leaf filters, fiberglass systems, commercial pool filtration).
    • Multi-Entity or Holding Company Dynamics: Capability in overseeing multiple P&Ls, divisions, or business units.
    • Manufacturing & Engineering Operations: Strong operational experience including supply chain, Lean/Six Sigma, ERP systems, and integration of functional departments.
    • EOS or Similar System Implementation: Candidate should appreciate structured operational frameworks or ready to embrace EOS culture.
  • Location: Ramsey, NJ or Boston, MA
  • Travel Type: Must live within daily commutable distance
  • Assignment Type: Direct Hire with Client
  • Assignment Timeframe:
  • Potential to full time: Yes
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Fractional Controller (07251291)

  • General Description/Background: We are looking for a hands-on Fractional Controller to work directly with the Founder to design and implement a scalable financial infrastructure. The ideal candidate will bring expertise in bookkeeping oversight, process improvement, reporting systems, and profitability analysis. This role will be critical in bringing structure and clarity to the company’s financial operations, which currently rely on manual, time-intensive processes. This is a small organization with only 8 employees. Key Responsibilities: Collaborate with the Founder to assess current financial workflows and design streamlined processes for cash handling, check logging, and bookkeeping. Oversee or guide the outsourcing of bookkeeping functions, including the selection and management of vendors. Implement best practices in QuickBooks to improve data entry accuracy, reconciliation, and audit readiness. Develop and automate basic financial reporting frameworks, including cash flow, monthly P&L, and variance reports. Design systems to track and analyze client-level profitability, enabling better business decision-making. Establish standard operating procedures (SOPs) for routine financial tasks, including check intake and deposits. Recommend and help implement technology tools or integrations that reduce manual tasks and increase efficiency.
  • Experience/Skills Required:
    • 10+ years of accounting or controller experience, preferably in fast-paced, entrepreneurial or technology-enabled environments.
    • Strong working knowledge of QuickBooks Online or Desktop.
    • Experience setting up or overseeing outsourced bookkeeping functions.
    • Demonstrated ability to implement processes and reporting structures from the ground up.
    • Strong analytical skills and experience in client or project-level profitability reporting.
    • Excellent communication and collaboration skills, especially with founder-led companies.
  • Experience/Skills Preferred:
  • Location: Phoenix, AZ
  • Travel Type: Can be virtual
  • Assignment Type: Interim - Part-Time
  • Assignment Timeframe: 6-12 months
  • Potential to full time: No
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SVP of Human Resources (07091257)

  • General Description/Background: The Head of Human Resources will be responsible for stabilizing and leading all aspects of people operations, including payroll, compliance, recruiting, employee relations, performance management, and organizational development. This role will also work closely with global stakeholders to explore the design and implementation of a more unified HR structure across the company’s brands. Key Responsibilities • Lead all core HR functions including payroll, benefits, compliance, and HRIS oversight • Assess and rebuild existing HR processes and internal capabilities to improve efficiency and support growth • Provide strategic guidance to the US General Manager and executive team on organizational structure, team performance, and succession planning • Support hiring and retention efforts to stabilize key departments • Develop and implement consistent policies, employee handbooks, and performance frameworks • Evaluate the feasibility and requirements for a centralized global HR model, including potential shared services or regional HR hubs • Serve as a key liaison with global leadership to ensure alignment of HR practices with company-wide goals and values • Support change management, cultural transformation, and integration efforts related to operational restructuring
  • Experience/Skills Required:
    • 10–15+ years of HR leadership experience, ideally in fintech, payments, or technology-driven businesses
    • Experience leading HR in private equity-backed, fast-changing, or turnaround environments
    • Strong working knowledge of multi-state payroll, labor laws, compliance, and HR systems
    • Demonstrated ability to build, scale, or centralize HR functions across multiple business units
    • Strategic mindset with a willingness to be hands-on in a lean team environment
    • Experience working with international leadership
    • Candidates based in Atlanta will be given priority
  • Experience/Skills Preferred:
  • Location: Atlanta, GA
  • Travel Type: Must live within daily commutable distance
  • Assignment Type: Direct Hire with Client
  • Assignment Timeframe:
  • Potential to full time: Yes
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US General Management (07091256)

  • General Description/Background: Our client is, a U.S.-based payments company backed by a Japanese private equity firm, is seeking a hands-on US General Manager to lead the turnaround and future growth of the business. Acquired in 2024, the company is a 20-year-old brand now undergoing strategic realignment to regain profitability, and stabilize operations. The ideal candidate will bring operational excellence, fintech or payments industry experience, and familiarity working with Japanese or international investors. This leader must be execution-oriented and able to fix issues in real time across sales, partnerships, risk, and systems. Lead day-to-day operations across the U.S. business, driving performance, accountability, and cultural alignment Overhaul the sales organization and improve client acquisition, pricing, and risk exposure Rebuild strategic partnerships and platforms, including alternatives to NetSuite strategic partnerships Manage integration of new dashboards and replace legacy systems for better transparency Build trust with the bank partner and improve underwriting and client portfolio risk profile Collaborate with global leadership and investors to align on KPIs and strategic milestones Assess the current executive team and make changes to elevate capabilities Lay the foundation for growth and support a 3–4 year exit strategy
  • Experience/Skills Required:
    • 15+ years of experience, including senior leadership roles in fintech, payments, or SaaS
    • Strong turnaround and change management experience
    • Experience working with Japanese or international private equity/investor-backed firms
    • Track record of rebuilding sales organizations and restoring margin
    • Systems-minded with an ability to guide tech and operations upgrades
    • Highly hands-on leadership style with strong interpersonal and organizational skills
  • Experience/Skills Preferred:
  • Location: Atlanta, GA
  • Travel Type: Travel reimbursement available
  • Assignment Type: Interim - Full-Time
  • Assignment Timeframe: 6-9 months
  • Potential to full time: Yes
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Interim VP of Finance (06191254)

  • General Description/Background: Position Summary The Interim VP of Finance will provide leadership and coordination across critical business areas, including Inventory, Purchasing, Cash Management, and Fulfillment, while also guiding Budgeting, Forecasting, and KPI development. This executive will play a pivotal role in professionalizing operations, mentoring internal teams, and preparing the organization for future ERP system selection and implementation. Key Responsibilities Business Fundamentals • Oversee and optimize Inventory Management, Purchasing, Fulfillment, and Cash Flow Operations • Strengthen internal financial systems and controls to support scalability and risk management Strategic Planning & Analytics • Build and implement effective budgeting, forecasting, and KPI tracking processes • Collaborate with leadership to define and monitor financial health indicators across departments Initial 6-Month Priorities Establish KPIs & Build Financial Literacy: • Develop key financial indicators and provide financial education to cross-functional stakeholders to improve decision-making and accountability Optimize Forecasting, Purchasing & Inventory Workflows: • Conduct a thorough audit of current workflows to identify risks and improvement opportunities; recommend tools (e.g., ERP or WMS) to support sustainable growth Hire and Onboard a Controller: • Lead the hiring process for a full-time Controller, establish reporting structures, implement controls, and ensure successful onboarding Serve as Voice & Ears of the Ops Team at the Leadership Level: • Represent operational perspectives during leadership meetings and cascade goals and plans effectively to the broader team Team Structure Direct Reports: Potential oversight of Inventory, Purchasing, Logistics, Finance, and Bookkeeping leads Collaboration: Close collaboration with CEO and Senior Leadership Team
  • Experience/Skills Required:
    • 10+ years of progressive finance leadership experience, preferably within consumer goods or eCommerce
    • Strong background in inventory management, supply chain finance, and cash flow forecasting
    • Prior experience evaluating or implementing ERP or WMS systems is highly preferred
    • Demonstrated success in building scalable processes, mentoring teams, and leading cross-functional collaboration
    • Excellent communication and stakeholder engagement skills
  • Experience/Skills Preferred:
  • Location: Rancho Santa Margarita, CA
  • Travel Type:
  • Assignment Type: Interim - Full-Time
  • Assignment Timeframe: 6-9 months
  • Potential to full time: Yes
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Sales Account Manager (06161253)

  • General Description/Background: We are working with a global private equity-backed automotive supplier in the process of acquiring a U.S.-based manufacturing company specializing in precision automotive components. As part of the transition to new ownership, the company is building out its commercial leadership team to support growth, stability, and integration efforts in the North American market. Position Overview: The Sales Account Manager will play a key role in managing and growing the company's customer relationships across its North American automotive customer base. This individual will be responsible for overseeing existing accounts, identifying new business opportunities, and helping to integrate sales processes and systems following the acquisition. Key Responsibilities: Serve as the primary point of contact for key OEM and Tier 1 automotive customers. Manage day-to-day customer needs, ensure high levels of service, and proactively address issues to strengthen relationships. Develop account plans to support growth targets across assigned accounts. Identify opportunities to expand business with existing customers and pursue new business development where applicable. Work closely with internal teams (operations, engineering, finance, supply chain) to ensure alignment between customer needs and company capabilities. Support sales reporting, forecasting, and pipeline management. Assist in integrating sales processes, CRM systems, pricing strategies, and account management protocols as part of post-acquisition transition efforts. Provide regular updates to executive leadership on account performance, customer feedback, and market trends.
  • Experience/Skills Required:
    • 5+ years of experience in automotive sales, account management, or business development; prior experience with OEM and Tier 1 customers strongly preferred.
    • Strong understanding of the automotive supply chain and manufacturing processes.
    • Ability to manage complex customer relationships and negotiate effectively.
    • Experience working in a global or private equity-backed organization is a plus.
    • Strong communication, organizational, and analytical skills.
    • comfortable working in a dynamic, transitional environment with evolving processes.
    • Ability to travel domestically and internationally as required.
  • Experience/Skills Preferred:
  • Location: Remote
  • Travel Type:
  • Assignment Type: Direct Hire with Client
  • Assignment Timeframe:
  • Potential to full time: Yes
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Fractional CFO (03171205)

  • General Description/Background: We are seeking an experienced Fractional CFO to provide financial leadership and strategic oversight for two construction consulting firms that merged in late 2024. Each company has an existing accounting team, with one primarily focused on services and the other on investment. Key Responsibilities: Oversee financial operations across both firms, ensuring smooth integration post-merger. Lead change management initiatives to align teams, systems, and processes. Develop and execute a financial strategy to align both businesses and optimize accounting processes. Provide guidance on M&A integration, ensuring a cohesive financial structure. Improve AR management and accelerate the month-end close process. Support the implementation and optimization of Sage Intacct for enhanced financial reporting and controls. Work closely with the CEO and leadership team to drive financial efficiency and strategic growth. Oversee complex percentage-of-completion and fixed-fee contracts, ensuring compliance and accuracy.
  • Experience/Skills Required:
    • Extensive experience in construction or real estate development finance.
    • Strong background in M&A integration and financial restructuring.
    • Expertise in percentage-of-completion and fixed-fee accounting.
    • Demonstrated ability to streamline financial operations and manage complex projects.
    • Experience with Sage Intacct and QuickBooks Online.
    • Proven track record in change management and process improvement.
  • Experience/Skills Preferred:
  • Location: Irvine, CA
  • Travel Type: Must live within daily commutable distance
  • Assignment Type: Interim - Part-Time
  • Assignment Timeframe: 6 months+
  • Potential to full time: Yes
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Vice President of Finance (02281203)

  • General Description/Background: Our client is a state-chartered, non-member community bank with approximately $100M in assets under management. They are committed to serving local businesses and individuals with a customer-first approach while maintaining strong financial oversight and regulatory compliance. As the bank transitions leadership in its finance department, they seek a Vice President of Finance to take on a hands-on leadership role, ensuring financial integrity, strategic planning, and effective board engagement. They are open to considering both interim candidates and those interested in a full-time position. Position Overview The VP of Finance will oversee all financial operations, reporting, and regulatory compliance, working closely with the Controller, executive leadership, and the Board of Directors. This role is ideal for a finance leader with experience in both large and small banks—someone who understands the complexities of community banking while being comfortable working in a small bank setting. Key Responsibilities Financial Leadership & Strategy • Oversee financial operations, including budgeting, forecasting, ALM, and capital planning. • Provide financial insights to executive leadership and the board to support strategic decision-making. • Implement best practices for financial controls and risk management. • Ensure compliance with federal and state banking regulations. Board & Regulatory Engagement • Prepare and present financial reports, ensuring clarity for both finance-savvy and non-finance board members. • Serve as the primary financial liaison to regulators, auditors, and external stakeholders. • Work closely with the board on financial strategies, risk assessments, and long-term planning. Operational Execution & Hands-On Leadership • Partner with the Controller to ensure smooth day-to-day financial operations. • Assist in managing financial reporting, reconciliations, and internal controls. • Work within a lean finance team, rolling up sleeves when needed to get things done. Qualifications & Experience • Banking Experience: 10+ years in banking finance/accounting roles, with experience in both larger and smaller community banks preferred. • Regulatory & Compliance Knowledge: Strong understanding of DFPI, FDIC, CRA, and California financial regulations. • Board & Executive Communication: Experience presenting to boards and working with both finance and non-finance executives. • Technical Skills: Strong proficiency in financial modeling, risk management, and reporting. Work Environment & Location The role requires onsite presence 2-3 days per week in Murrieta, CA.
  • Experience/Skills Required:
    • 7+ years in banking finance/accounting roles, with experience in both larger and smaller community banks preferred.
    • Strong understanding of DFPI, FDIC, CRA, and California financial regulations.
    • Strong proficiency in financial modeling, risk management, and reporting
  • Experience/Skills Preferred:
  • Location: Murrieta, CA
  • Travel Type: Travel reimbursement available
  • Assignment Type: Interim - Full-Time
  • Assignment Timeframe: 6-9 months
  • Potential to full time: Yes
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ESG/CSRD Specialist Auditor (02101196)

  • General Description/Background: Mission Objectives: • Diagnose the current maturity level of the U.S. subsidiary's ESG reporting. • Identify gaps between existing practices and CSRD requirements. • Assess the quality and reliability of collected ESG data. • Propose a roadmap for CSRD compliance. • Support local teams in implementing recommendations and strengthening reporting processes. Responsibilities: • Conduct a comprehensive audit of current ESG reporting practices. • Analyze available non-financial data and identify deficiencies. • Raise awareness among local teams about CSRD requirements and best practices in sustainability reporting. • Coordinate with headquarters teams to ensure consistency between group standards and those applied by the subsidiary. • Prepare an audit report with concrete recommendations and an action plan. • Assist in implementing recommended improvements and monitoring corrective actions. Desired Profile: • Proven experience in ESG auditing, non-financial reporting, or sustainability compliance. • In-depth knowledge of CSRD and international reporting frameworks (GRI, SASB, TCFD, ISSB). • Experience in the agri-food sector or related industries preferred. • Ability to work in a multicultural environment and communicate with stakeholders from different countries. • Fluency in English is essential. • Excellent analytical, synthesis, and writing skills.   Duration & Location: • 4 to 6-month mission with possible extension. • Based in the United States with regular interactions with European teams. • Potential travel between headquarters and the subsidiary.
  • Experience/Skills Required:
    • Proven experience in ESG auditing, non-financial reporting, or sustainability compliance.
    • In-depth knowledge of CSRD and international reporting frameworks (GRI, SASB, TCFD, ISSB).
    • Experience in the agri-food sector or related industries preferred.
    • Ability to work in a multicultural environment and communicate with stakeholders from different countries.
    • Fluency in English is essential.
    • Excellent analytical, synthesis, and writing skills.
  • Experience/Skills Preferred:
  • Location: Remote
  • Travel Type:
  • Assignment Type: Interim - Full-Time
  • Assignment Timeframe: 4-6 months
  • Potential to full time: No
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Interim Controller (0207691)

  • General Description/Background: This is a private equity backed company going through a couple of acquisitions and their Controller just gave notice.
  • Experience/Skills Required:
    • Must have M&A experience
    • Manufacturing and/or cost accounting experience
    • Strong technical accounting skills
  • Experience/Skills Preferred:
    • This is onsite role, preferably with availability 5 days a week. Please submit interest if you have less and let us know what your availability is.
    • Need/start is immediate.
  • Location: Providence, RI
  • Travel Type: Must live within daily commutable distance
  • Assignment Type: Interim - Full-Time
  • Assignment Timeframe: 3-4 months
  • Potential to full time: Yes
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