Director of Accounting and Finance for a Growing Financial Services Firm
The Brief
A 30-person strong financial services staffing firm with offices in New York, Austin, Chicago, and Miami sought to expand its leadership team. With a strong focus on finance, legal, and compliance, the firm needed a key senior hire to provide mentorship and structure to its growing team.
The firm engaged us to find a Director of Accounting and Finance, a full-desk, 360 role requiring both individual contribution and leadership. The ideal candidate needed to:
Have at least 5 years of experience
Possess previous management experience
Work in a hybrid capacity (2 days in-office per week)
Maintain a strong book of business and client relationships
Balance management responsibilities with independent production in a player-coach capacity
Provide mentorship to 2-3 junior staff members in a highly autonomous environment
This role was crucial in fostering a culture where employees could operate independently while still being supported in their career growth.
The Solution
Given our deep market knowledge and previous searches in this space, we already had a strong sense of who was available for this opportunity. Leveraging our network, we were able to share details of available candidates within a matter of days.
We managed the interview process wrapping up interview processes and offers within 7 days. However, due to the nature of the successful candidate’s existing client relationships, they needed to wait 2 months before transitioning to our client.
We managed both client and candidate expectations throughout this period, ensuring a seamless transition and a mutually beneficial start date. Transparency was key in aligning expectations and navigating the wait time for onboarding.
The Result
Our efficient search process delivered outstanding results:
2 candidates presented
2 candidates interviewed
1 successful placement made
The new Director of Accounting and Finance has since integrated smoothly into the firm, balancing leadership with individual production and now a search to build out their team is underway.
This search was conducted by Jake Raine. Contact Jake to establish how he can help you with your hiring initiatives:
j.raine@temptingtalent.com
917-818-1505
