Fractional COO - Legal Marketplace Start up (10101142)

  • General Description/Background: • Lead the design and implementation of infrastructure and systems to ensure seamless integration with attorneys and platform users. • Optimize internal processes to drive efficiency across all functions, ensuring smooth onboarding, project management, and client interaction. • Identify and develop strategic opportunities to grow the company, including expanding partnerships and identifying new revenue streams. • Cultivate and manage relationships with external stakeholders, such as legal associations, industry influencers, and technology partners. • Build and mentor a cross-functional team, fostering a culture of collaboration, innovation, and accountability. • Drive the growth and scaling of the platform to handle increased user demand, ensuring the company is poised for rapid expansion. • Implement analytics and reporting tools to monitor operational performance, user engagement, and business growth metrics. • Work closely with the executive team, legal professionals, and platform users to continually refine the service offering and improve the user experience.
  • Experience/Skills Required:
  • Experience/Skills Preferred:
    • Familiarity with the legal industry or tech platforms serving professional services, understanding the unique dynamics of connecting service providers with clients.
  • Location: Remote
  • Travel Type:
  • Assignment Type: Interim - Part-Time
  • Assignment Timeframe: 6 months
  • Potential to full time: No
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Fractional CFO (10041141)

  • General Description/Background: We are partnering with a coffee roaster that operates a growing chain of 5 coffee shops, and they are seeking a Fractional CFO to provide expert financial guidance. The CFO will play a key role in managing cash flow analysis, strengthening banking relationships, and developing a profit-sharing model to support sustainable growth. Key Responsibilities: • Conduct in-depth cash flow analysis to ensure adequate liquidity for operations and future growth. • Develop and implement a profit-sharing structure that aligns with business goals and rewards key team members. • Working with Banks and Third-Party Legal Teams: Manage relationships with banks and collaborate with external legal advisors to ensure compliance and negotiate financial agreements as needed. • Oversee and enhance financial reporting to provide clarity on performance, trends, and opportunities. • Ensure smooth financial processes by integrating QuickBooks Desktop and MarginEdge (for inventory tracking) with operational data. • Work closely with our two bookkeepers and external CPA to maintain accuracy in bookkeeping, financial statements, and tax filings. • Provide advice on optimizing costs, improving margins, and maximizing profitability as the business grows.
  • Experience/Skills Required:
    • Proven experience as a CFO or senior finance professional, preferably in the retail or hospitality industry.
    • Proficiency in QuickBooks Desktop and experience with inventory tracking systems like MarginEdge.
    • Strong analytical skills, with experience in cash flow management and profit share models.
    • Ability to work part-time, collaborating with the team to make strategic decisions while ensuring financial stability and growth.
  • Experience/Skills Preferred:
  • Location: Remote
  • Travel Type:
  • Assignment Type: Interim - Part-Time
  • Assignment Timeframe: 6-9 months
  • Potential to full time: No
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VP of Sales (10031140)

  • General Description/Background: We are conducting a confidential search for a newly formed company headquartered in Houston. This organization has recently acquired three businesses, including a service engineering company focused on utilities and a staffing firm specializing in large project consulting. Positioned for rapid growth, the company is adopting a consultative, solution-selling approach to secure large-scale projects and meet its ambitious goals. This high-impact role requires someone with deep expertise in staffing, solution selling, and service-oriented sales. The successful candidate will possess a strong understanding of project-based consulting, particularly in the utility or engineering sectors, and be skilled in staffing models. The VP of Sales will be responsible for integrating the sales operations of the two business units (staffing and service engineering) and driving overall growth. Key Responsibilities: Lead the sales function, focusing on securing large-scale project contracts and delivering consultative services through effective staffing solutions. Develop and execute a comprehensive sales strategy that leverages the strengths of both the staffing and service engineering sides of the business to win large Statements of Work (SOWs). Collaborate with senior leadership to align sales initiatives with company growth objectives. Manage and scale a small sales team, including existing members and new hires, while fostering a culture of accountability and performance. Build and nurture relationships with key clients, particularly in the utilities and large enterprise sectors. Understand and implement service productization to deliver value to clients and meet their specific project needs. Work closely with the marketing team (outsourced within the portfolio) to align go-to-market strategies and improve market positioning. Monitor market trends, client feedback, and competitive activities to refine and adapt sales strategies as needed.
  • Experience/Skills Required:
    • Proven experience leading sales teams within the staffing industry, with a strong preference for experience in services, especially within the utility or large project consulting space.
    • Ability to understand client needs and offer tailored solutions in a fast-paced, consultative sales environment.
    • Demonstrated success in managing and scaling sales teams, particularly in environments involving multiple business models or newly merged companies.
    • Familiarity with large-scale project consulting, engineering services, and the utility industry is a significant advantage.
    • Must be based in or willing to relocate to Houston.
  • Experience/Skills Preferred:
  • Location: Houston, TX
  • Travel Type:
  • Assignment Type: Interim - Full-Time
  • Assignment Timeframe:
  • Potential to full time: Yes
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Fractional COO (09231139)

  • General Description/Background: We are seeking an experienced Fractional COO to lead and streamline operations for a growing $30M water technology company. This role focuses on working with contract manufacturing partners, managing supply chain logistics, and ensuring seamless communication across teams. The Fractional COO will be responsible for aligning operations with inventory demand, keeping third-party manufacturers on task, and setting up systems for accountability and schedule adherence. Oversight of product development and project management will be crucial as the company scales and maximizes opportunities in the market. Key Responsibilities: Operations Management: Coordinate with contract manufacturers, logistics, and supply chain teams to manage inventory demand, ensuring timely production and delivery. Accountability Framework: Establish processes that hold teams and external partners accountable for meeting deadlines and staying on track. Project Management: Lead project management efforts, ensuring resources are optimized and teams are focused on key growth opportunities. Product Development Oversight: Monitor product development timelines and collaborate with cross-functional teams to align resources with market demand. Strategic Collaboration: Work closely with marketing, inventory, and supply chain departments to ensure all operations are integrated and moving efficiently. Continuous Improvement: Identify and implement operational efficiencies to optimize performance and scale the business effectively.
  • Experience/Skills Required:
    • Proven experience as a COO or in a senior operational role within manufacturing, supply chain, or logistics.
    • Strong project management skills with the ability to drive multiple initiatives to completion.
    • Excellent communication and leadership abilities to collaborate with internal teams and external partners.
    • Experience in working with contract manufacturers and managing third-party logistics.
    • Ability to create systems that ensure accountability, on-time delivery, and efficient use of resources.
  • Experience/Skills Preferred:
  • Location: Rancho Santa Margarita, CA
  • 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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Director of Inventory & Logistics (09231138)

  • General Description/Background: Salary range: $140,000.00 - $160,000.00 annually depending on experience, education, and qualifications. This role is bonus eligible. We are seeking a Director, Inventory & Logistics to lead and manage our inventory control, warehousing, and logistics operations for a $30M water technology company. This role is crucial in ensuring seamless product availability, optimizing the supply chain, and supporting our rapid growth in the e-commerce space. The ideal candidate will be a highly organized leader with a strong background in inventory management, warehousing, logistics, and supply chain optimization, who is comfortable with minimal structure in a fast-paced environment. Key Responsibilities: ● Inventory Management & Control: Oversee and manage the company’s entire inventory across all channels. Develop and implement inventory control processes to ensure accuracy, optimize stock levels, and minimize waste. ● Logistics & Shipping: Lead all logistics activities, including warehousing, distribution, and transportation strategies. Ensure efficient and timely shipping of products, both domestically and internationally. ● Supply Chain Optimization: Work closely with the procurement team to streamline supply chain processes, improve lead times, and reduce costs without compromising quality. ● Vendor Management: Collaborate with manufacturing and logistics partners to ensure timely delivery, maintain strong vendor relationships, and drive improvements in shipping and fulfillment efficiency. ● Cross-Functional Collaboration: Work closely with product development, procurement, marketing, and customer experience teams to support product launches, promotional events, and customer demand. ● Data-Driven Decision Making: Leverage data analytics to forecast inventory needs, analyze performance metrics, and make informed decisions regarding stock levels, warehousing, and logistics operations. ● Go-to-Market Strategy Execution: Lead and execute inventory and logistics deliverables to support product launches and go-to-market initiatives, ensuring optimal stock levels, timely distribution, and alignment with marketing and sales forecasts. ● Team Leadership & Development: Lead, mentor, and develop a high-performing logistics and operations team. Foster a collaborative, results-oriented culture focused on continuous improvement. ● Compliance & Safety: Ensure that all inventory and logistics activities comply with regulatory requirements and best practices. Maintain high safety standards within the warehouse.
  • Experience/Skills Required:
    • Bachelor’s degree in Supply Chain Management, Logistics, Operations, or a related field (MBA preferred).
    • 7+ years of experience in inventory management, logistics, or supply chain roles, preferably within an e-commerce/DTC environment.
    • Strong understanding of inventory control principles, warehouse operations, and logistics strategies.
    • Proven leadership experience, with the ability to develop and manage a team in a high-growth environment.
    • Familiarity with project management tools, ERP systems, and inventory management software.
    • Excellent analytical skills with the ability to interpret data and make informed decisions.
    • Strong communication and collaboration skills, with a focus on cross-functional teamwork.
    • Ability to thrive in a fast-paced, rapidly changing environment with minimal structure.
  • Experience/Skills Preferred:
  • Location: Rancho Santa Margarita, CA
  • Travel Type:
  • Assignment Type: Direct Hire with Client
  • Assignment Timeframe:
  • Potential to full time: Yes
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Senior Director of Product Development and Procurement (09231137)

  • General Description/Background: Salary range: $180,000.00 - $200,000.00 annually depending on experience, education, and qualifications. This role is bonus eligible. The Senior Director, Product Development & Procurement will be responsible for overseeing and aligning all aspects of product development, product design, quality assurance, and supply chain for a $30M water technology company. This strategic leader will guide the development of the company’s product roadmap from concept to market launch. This role demands a high level of cross-functional leadership, project management expertise, financial stewardship, and a proactive approach to driving business growth and efficiency. This role is ideal for a seasoned operations professional who thrives in an entrepreneurial environment with little structure and has experience in scaling e-commerce organizations. Key Responsibilities: ● Product Roadmap Ownership: Lead the strategic planning, development, and execution of the company’s product roadmap. Balance timing, budget, and resource allocation effectively, setting clear priorities and ensuring the team delivers on milestones. Collaborate closely with cross-functional teams—including Inventory & Logistics, Marketing, Customer Experience, and Finance—to integrate go-to-market strategies and adapt the roadmap based on changing market conditions, customer feedback, and competitive analysis. Use data-driven insights to assess product performance and adjust the roadmap, ensuring that product launches are timely, meet customer needs, and achieve business goals. ● Product Development Leadership: Oversee the entire product development lifecycle, from ideation and concept through design, development, testing, and launch, ensuring alignment with mission and business goals. Foster innovation in product design while maintaining a focus on practicality, scalability, and customer usability. Ensure the team is developing products that resonate with customer base and stay ahead of market trends. Lead the product development team, providing guidance, mentorship, and fostering a collaborative environment. Ensure seamless coordination between product design, engineering, and manufacturing to accelerate time-to-market. Regularly review and refine development processes to enhance efficiency, reduce lead times, and maintain agility in response to new challenges and opportunities. ● Product Quality: Establish and maintain stringent quality control standards throughout the product development and manufacturing process to ensure high-quality products that meet or exceed customer expectations. Implement robust Quality Assurance (QA) processes that focus on preventing defects, ensuring consistency in product performance, and adhering to all relevant industry and safety regulations. Collaborate with cross-functional teams to identify potential quality issues early in the development cycle and resolve them before launch. Continuously evaluate product performance post-launch through feedback loops with Customer Experience, identifying areas for improvement and ensuring long-term product reliability and customer satisfaction. ● Vendor Management & Diversification: Build and maintain strong, long-term partnerships with key manufacturing vendors, ensuring they meet quality, cost, and delivery standards. Diversify the company’s supplier base to reduce risk, drive competition, and improve product quality and cost efficiencies. Develop a clear vendor diversification strategy that aligns with the company's growth and scalability needs. Conduct regular performance reviews with vendors to assess quality, timelines, and responsiveness, ensuring alignment with evolving product portfolio and business objectives. Negotiate favorable contract terms, pricing, and delivery schedules while maintaining strong collaborative relationships with suppliers to ensure mutual success. ● Supply Chain Oversight: Align supply chain strategies with product development and market demand, ensuring an agile, responsive, and cost-effective supply chain that supports business goals. Oversee procurement, inventory management, and logistics to optimize product flow from manufacturing to market, minimizing lead times and ensuring high service levels. Implement supply chain best practices to reduce costs, improve delivery times, and increase overall efficiency. Use data analytics and forecasting tools to enhance supply chain visibility and proactively address potential issues. Collaborate with logistics, inventory, and operations teams to ensure supply chain alignment with product development timelines, including proactive risk management to prevent delays or bottlenecks in product delivery. Align supply chain strategies with product needs, ensuring seamless coordination between procurement, inventory, and logistics. ● Go-to-Market Strategy Leadership: Lead the creation and execution of go-to-market strategies for new products, ensuring alignment across key teams such as Inventory & Logistics, Marketing, Legal, Finance, and Customer Experience. Work closely with Marketing to develop effective product positioning, launch campaigns, and promotional strategies that resonate with target customers. Partner with Inventory & Logistics to ensure product availability aligns with launch timelines, coordinating supply chain activities to avoid stock shortages or delays. Ensure Legal and Finance teams are involved early to address compliance, pricing, and contract considerations, setting up the product for a smooth market entry. Collaborate with the Customer Experience team to prepare for product launch by ensuring they have the necessary product training, support materials, and feedback channels in place. ● Project Management: Develop and implement rigorous project management frameworks to ensure product development and procurement activities are delivered on time, within scope, and on budget. Lead cross-functional teams in setting clear project timelines, goals, and milestones for each phase of product development to ensure accountability and promote transparency throughout the product life cycle. Evaluate project performance post-launch to identify areas of improvement, enabling continuous process optimization for future product initiatives.
  • Experience/Skills Required:
    • Bachelor’s degree in Business, Supply Chain Management, Engineering, or related field (MBA preferred).
    • 10+ years of experience in product development, procurement, or supply chain management, preferably within an e-commerce/DTC environment.
    • Strong experience working with contract manufacturing companies.
    • Strong project management skills, with a track record of leading product development and go-to-market strategies from inception to launch.
    • Experience managing vendor relationships and driving vendor diversification initiatives.
    • Strong analytical skills with a focus on financial stewardship and budget management.
    • Self-motivated, self-lead, strategic thinker with a high level of business acumen.
    • Proven leadership skills with the ability to manage cross-functional teams and influence decision-making at all levels.
    • Ability to thrive in a fast-paced, entrepreneurial environment with minimal structure.
    • Strong problem-solving skills and a passion for driving operational efficiency.
  • Experience/Skills Preferred:
  • Location: Rancho Santa Margarita, CA
  • 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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Interim General Manager (09201136)

  • General Description/Background: Our manufacturing client is seeking a Interim General Manager will take charge of operational and financial management, ensuring the successful execution of a large-scale project that will significantly increase revenue. This leader will address urgent cash flow issues, introduce financial controls, and stabilize operations while maintaining the company's positive momentum. This role requires a strategic, hands-on manager who can implement turnaround strategies, optimize processes, and drive accountability. This role will manage 3 direct reports and have 30 indirect. Revenue is currently under <$10M. Candidates must have experience working with similar sized companies. This is a very hands-on role. Key Responsibilities: • Lead the company through a financial and operational turnaround, with a focus on cash flow management, operational efficiency, and resource allocation to meet the demands of the large project. • Implement robust financial control procedures, including cash flow management, forecasting, budgeting, and cost control, to stabilize the company’s financial health. • Oversee the successful delivery of the large project, ensuring it remains on time and within budget, while maintaining operational efficiency in the saw business. • Provide guidance and support to the management team, improving decision-making capabilities around cash management and operational processes. Mentor and develop team members to ensure ownership of financial and operational responsibilities. • Review and optimize existing processes to increase efficiency and ensure the scalability required to handle anticipated growth. • Communicate regularly with the CEO and CFO, providing transparent updates on financial performance, project execution, and operational challenges. • Quickly assess and address critical issues, with a focus on stabilizing cash flow, resolving operational bottlenecks, and ensuring the company is positioned for sustainable growth.
  • Experience/Skills Required:
    • Proven experience as a General Manager, COO, or similar senior leadership role in a manufacturing environment, preferably within turnaround scenarios.
    • Strong financial acumen, with a deep understanding of cash flow management, budgeting, and financial controls.
    • Demonstrated success in leading and executing large-scale projects within budget and timeline constraints.
    • Excellent leadership skills, with the ability to inspire and guide teams through challenging periods.
    • Experience with manufacturing processes, supply chain management, and operational optimization.
    • Ability to work cross-culturally, reporting to leadership in both the US and France.
  • Experience/Skills Preferred:
    • Previous experience in the industrial manufacturing sector, particularly with machinery or materials cutting technologies.
    • Experience in managing rapid growth scenarios and aligning operations to meet increased demand.
    • Familiarity with working in a subsidiary of a larger international organization.
  • Location: Colorado Springs
  • Travel Type: Travel reimbursement available
  • Assignment Type: Interim - Full-Time
  • Assignment Timeframe: 3-6 months
  • Potential to full time: Yes
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Interim Controller (09171135)

  • General Description/Background: The Controller will be responsible for overseeing the financial health of the dental group, including financial reporting, budgeting, forecasting, and ensuring compliance with accounting standards and regulations. This individual will work closely with the executive team to provide financial insights, drive profitability, and support the group’s continued growth. The ideal candidate will have a deep understanding of the healthcare or dental industry and experience managing finances for multi-location operations. Key Responsibilities: Oversee all financial operations, including accounting, budgeting, and financial reporting for three dental offices. Prepare monthly, quarterly, and annual financial statements, ensuring accuracy and compliance with GAAP. Develop and monitor budgets, forecasts, and cash flow analysis to support business objectives. Manage and reconcile accounts payable, accounts receivable, payroll, and general ledger functions. Conduct financial analysis to identify trends, opportunities, and risks to inform strategic decision-making. Ensure timely and accurate tax filings, coordinating with external accountants as needed. Implement and maintain internal controls to safeguard assets and improve financial accuracy. Collaborate with office managers to improve financial processes and ensure proper billing and collections. Provide financial leadership to support the group’s growth initiatives, including evaluating potential expansions or acquisitions. Lead the annual financial audit and liaise with external auditors to ensure compliance. Ensure compliance with federal, state, and local financial regulations, including healthcare-specific laws.
  • Experience/Skills Required:
    • bachelor's degree in Accounting, Finance, or a related field (CPA or MBA preferred).
    • 5+ years of experience in accounting or finance, preferably within healthcare or dental industries.
    • Strong knowledge of GAAP and experience with multi-site operations.
    • Experience in managing financial audits and tax preparation.
    • Excellent organizational, analytical, and problem-solving skills.
    • Strong leadership and communication abilities to work with both financial and non-financial staff.
    • Detail-oriented with a focus on accuracy and compliance.
  • Experience/Skills Preferred:
  • Location: Clinton, MD
  • Travel Type: Must live within daily commutable distance
  • Assignment Type:
  • Assignment Timeframe: 3-6 months
  • Potential to full time: Yes
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Controller - Direct hire- Onsite (09121134)

  • General Description/Background: The Controller will oversee all accounting operations, financial reporting, and compliance for a $60 million construction company. This role ensures the integrity of financial data, manages day-to-day accounting processes, and supports strategic financial planning to drive business growth. The ideal candidate will have experience in the construction industry and be proficient in QuickBooks Online. Key Responsibilities: • Oversee the preparation of financial statements, including balance sheets, profit and loss statements, and cash flow projections. • Manage month-end and year-end close processes, including account reconciliations and journal entries. • Monitor and analyze the company's financial performance, providing insights and recommendations for cost control and revenue optimization. • Oversee job costing and project accounting, ensuring accurate allocation of costs to individual projects. • Supervise and mentor the accounting team, ensuring accurate and timely financial processing (AP/AR, payroll, billing). • Collaborate with project managers and other departments to ensure financial alignment and reporting consistency. • Handle budgeting, forecasting, and financial modeling to support management decision-making. • Coordinate annual audits and prepare audit documentation as required. • Develop and maintain internal controls to safeguard company assets and ensure the integrity of financial data. • Administer tax filings and ensure compliance with all federal, state, and local tax laws. • Manage relationships with external auditors, tax advisors, and banking partners.
  • Experience/Skills Required:
    • Bachelor’s degree in Accounting, Finance, or a related field; CPA preferred.
    • Minimum of 5-7 years of experience in accounting or finance, with at least 3 years in a controller or senior accounting role.
    • Experience in the construction industry with job costing and project accounting is highly preferred.
    • Proficiency in QuickBooks Online required.
    • Strong understanding of financial reporting, and tax regulations.
    • Excellent leadership and team management skills.
    • Strong analytical and problem-solving abilities.
    • High attention to detail and ability to work under tight deadlines.
  • Experience/Skills Preferred:
  • Location: Irvine, CA
  • Travel Type:
  • Assignment Type: Direct Hire with Client
  • Assignment Timeframe: na
  • Potential to full time: Yes
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Interim Chief Commercial Officer (09101133)

  • General Description/Background: We are partnering with an international manufacturing company that specializes in providing industrial equipment and films for the global food wrapping and packaging industry. The organization is seeking an Interim Chief Commercial Officer to lead their go-to-market strategy in the US. This individual will assess the market landscape to identify potential acquisitions and opportunities for organic growth. They will be responsible for developing a strategic plan and building the team to drive its implementation. The initial phase of the project, which will be one of fact finding, strategy definition and organizational set-up, in our view will require above all a Strategic Planning and Business Development competence and a deep understanding of the US market. Unless instructed otherwise our assumption is that exporting film from Europe to the USA will most likely be uneconomical for logistic reasons, and that the initial focus should most likely be on machinery, or on the outright acquisition of packaging material manufacturing capacity. To implement this approach we would involve a manager of our community characterized as follows: • A senior Manager with demonstrated business development competence in the USA in a CEO, GM, CCO or Country Manager capacity with experience as seller of machinery or equivalent capital investment goods. • An industry agnostic with a preference, if possible, for packaging or food processing equipment. • Long-term strategic analysis skills: understanding the market, key success factors, establishing potential and analysing competitors. • Ability to nurture the interest in key accounts, potential channel partners and acquisition targets, open doors and engage clients in meaningful business discussions. • Solid Marketing & Sales background coupled with an overall vision of the business along the entire value chain: understanding of the market, of the mechanisms or of the people/roles that influence conversion. • Experience in M&A and Post Acquisition integration.
  • Experience/Skills Required:
    • A minimum of a Bachelor’s degree in Business Administration, Marketing, Engineering, or a related field.
    • Proven track record as a CEO, GM, CCO, or Country Manager, with demonstrated success in business development within the US market.
    • Experience selling machinery or equivalent capital investment goods, ideally in industrial or manufacturing sectors.
    • M&A Integration experience
  • Experience/Skills Preferred:
  • Location: Remote
  • Travel Type: Can be virtual
  • Assignment Type: Interim - Full-Time
  • Assignment Timeframe: 6 months
  • Potential to full time: Yes
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Fractional CFO (08281131)

  • General Description/Background: We are seeking an experienced and strategic Fractional CFO for 1 day per week, with a commitment ranging from up to 12 months. The Fractional CFO will play a critical role in preparing the company for its upcoming sale to a PE firm, ensuring that all financial processes, reporting, and forecasting are aligned with industry standards and expectations. The ideal candidate will not only bring strong technical expertise but will also be a coach and mentor to the current Controller, helping to elevate her technical skills while maintaining her strong leadership within the team. Key Responsibilities • Lead the financial aspects of the upcoming sale to a PE firm, ensuring all financials are in order and the company is presented in the best possible light. • Develop and refine financial models to support the company’s growth projections and potential acquisition strategies. • Oversee the preparation and accuracy of all financial reports, including EBITDA, current, and TTM (Trailing Twelve Months) metrics. • Design and implement key performance indicators (KPIs) that will provide real-time insights into the company’s financial health and operational efficiency. • Review and optimize expense management processes to ensure cost efficiency and support the company’s growth goals. • Develop and implement scalable financial processes, procedures, and solutions to support the company’s expansion and prepare for future acquisitions. • Provide coaching and technical guidance to the current Controller, enhancing her skills while preserving her strong leadership role within the company.
  • Experience/Skills Required:
    • Proven experience as a CFO or in a senior financial leadership role, preferably within a high-growth environment.
    • Strong background in mergers and acquisitions (M&A), with experience preparing companies for sale to PE firms.
    • Expertise in financial forecasting, reporting, and KPI development.
    • Demonstrated ability to develop and implement scalable financial processes and procedures.
    • Strong leadership skills with the ability to mentor and develop existing financial team members.
    • Exceptional communication skills, capable of working closely with the CEO and presenting complex financial information in a clear and actionable manner.
  • Experience/Skills Preferred:
    • Previous experience in any of the following industries: construction, industrial services, chemical and material industries
  • Location: Anaheim, CA
  • Travel Type: Must live within daily commutable distance
  • Assignment Type: Interim - Part-Time
  • Assignment Timeframe: 6-12 months
  • Potential to full time: No
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Director of Operations (08231130)

  • General Description/Background: We are collaborating with a rapidly growing medical device and technology company based in Needham, MA, seeking a Director of Operations. This multinational organization is experiencing strong momentum with its new product in the U.S. market. To support this growth, they need a Director of Operations to lead internal teams, coordinate with vendors and sales, and optimize customer service and client interactions, all while preparing the operations for scalable expansion. Responsibilities: Enhance and maintain the business relationships with over 100 distributors throughout the United States, as well as third-party packaging companies. Develop and implement strategies to automate the order to cash processes, with a particular emphasis on improving operational processes in the back office between customer service and sales. Utilize advanced knowledge of inventory management systems to ensure efficient stock levels, minimize shortages, and optimize forecasting. Streamline back-office processes, aiming for automation where feasible. Lead and mentor a team of Customer Service Representatives, fostering a culture of excellence and teamwork. Elevate communication within the organization, working closely with cross-functional teams and ensuring a seamless flow of information.
  • Experience/Skills Required:
    • Bachelor's Degree in Business Administration, Supply Chain Management, or a related field.
    • Master's Degree (MBA) is preferred, especially with a focus on Operations Management, Supply Chain, or Logistics.
    • Previous operations leadership experience in the medical device and technology space
    • Operations leadership experience in a regulated environment, ensuring compliance with ISO 13485 standards
  • Experience/Skills Preferred:
  • Location: Needham, MA
  • Travel Type: Relocation reimbursement available
  • Assignment Type: Interim - Full-Time
  • Assignment Timeframe:
  • Potential to full time: Yes
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Fractional Retail Sales and Strategy Consultant (08091125)

  • General Description/Background: We are seeking an experienced Fractional Retail Sales and Strategy Consultant to spearhead the launch of a home and commercial decor product into big box retailers across the United States. The ideal candidate will possess a background in retail strategy and sales, with a proven track record of successful product introductions in large-scale retail environments. Key Responsibilities: • Conduct thorough research and analysis to identify and prioritize target retailers that align with the brand's vision and market demand. • Develop a comprehensive entry strategy for each targeted retailer, including tailored pitches and value propositions that highlight the unique qualities of our product. • Establish and nurture strong relationships with key decision-makers at target retailers, leveraging existing networks and creating new connections. • Lead negotiations with retailers to secure favorable terms and ensure a successful launch. Manage contracts and agreements with retailers. • Work closely with the marketing, product development, and logistics teams to ensure alignment across all departments and readiness for market entry. • Monitor and report on the sales performance and market reception of the product, adjusting strategies as necessary to maximize market penetration and revenue.
  • Experience/Skills Required:
    • Bachelor’s degree in Business Administration, Marketing, Sales, or related field. An MBA is preferred. Minimum of 5 years of experience in retail sales, with at least 3 years in a strategic role focused on big box retail environments.
  • Experience/Skills Preferred:
  • Location: Remote
  • Travel Type:
  • Assignment Type: Interim - Part-Time
  • Assignment Timeframe: 6 months
  • Potential to full time: No
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Interim Director of Finance (07121083)

  • General Description/Background: This role does require California local government experience - counties, municipalities (cities and town), and special districts
  • Experience/Skills Required:
    • Must have California local government experience (federal government experience or experience with a vendor of local government is not applicable)
    • They are open to interim or direct hire.
  • Experience/Skills Preferred:
    • N/A
  • Location: Inland Empire
  • Travel Type: Must live within daily commutable distance
  • Assignment Type: Interim - Full-Time
  • Assignment Timeframe: Length of assignment is unknown
  • Potential to full time: Yes
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Interim Controller (06071070)

  • General Description/Background: As the Interim Controller, you will play a pivotal role in managing the daily accounting operations and month-end closing processes. Your expertise will be crucial in developing and implementing systems to manage the increased volume of transactions associated with our growing portfolio of properties. This is a temporary position with the potential for a permanent role based on performance and company needs. RESPONSIBILITIES Day-to-Day Accounting Operations: • Oversee and manage all general accounting functions, including accounts payable, accounts receivable, and general ledger entries. • Ensure accurate and timely processing of all financial transactions. • Maintain and reconcile balance sheets, income statements, and other financial statements according to legal and company accounting and financial guidelines. Month-End and Year-End Closing: • Lead the month-end and year-end closing processes, ensuring all financial reporting deadlines are met. • Prepare, review, and analyze financial statements to ensure accuracy and completeness. • Coordinate with external auditors and manage the audit process. Infrastructure Development: • Assess current accounting procedures and processes; recommend and implement improvements to enhance efficiency and accuracy. • Develop and maintain robust internal controls and financial reporting systems. • Implement scalable accounting systems and software to handle the growing volume of transactions. Financial Reporting and Analysis: • Generate and present financial reports to senior management, providing insights into the company’s financial performance. • Conduct financial analysis and provide strategic recommendations to support business decisions. Team Management: • Supervise and mentor accounting staff, ensuring high performance and professional development. • Foster a collaborative and productive work environment. Compliance and Risk Management: • Ensure compliance with all financial regulations and standards, including GAAP. • Identify and mitigate financial risks, ensuring the integrity and security of financial data.
  • Experience/Skills Required:
    • Bachelor’s degree in Accounting, Finance, or a related field; CPA or CMA preferred.
    • Minimum of 7-10 years of progressive accounting experience, with at least 3 years in a controller or senior accounting role.
    • Experience in the real estate or property management industry.
    • Proven ability to manage high-volume accounting tasks and complex financial transactions.
    • Strong knowledge of accounting principles, practices, and regulations.
    • Proficiency in accounting software and Microsoft Office Suite; experience with ERP systems.
  • Experience/Skills Preferred:
  • Location: Miami, FL
  • Travel Type: Must live within daily commutable distance
  • Assignment Type:
  • Assignment Timeframe: 6-9 months
  • Potential to full time: Yes
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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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