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Find some of the best executive candidates with years of experience in the financial and accounting industries.
Experienced Controller (Big 4 CPA)
- Location: DFW Area
- Current Tenure: 5+ years in current role
- Background: 10+ years of experience, Big 4 CPA.
- Strengths/Expertise: Team leadership, process improvement, GAAP financial reporting. Knowledgeable in asset management, insurance, and energy industries. Experience with Private Equity, Family Office, and Direct Investments.
Top 1% National SBA BDO
- Current Role: SBA BDO at a National SBA Lender
- Production: Averages $75MM in annual production. Achieved the highest spread and #1 net profit generation consistently.
- Experience: Develops business in all 50 states, across any industry. Former credit authority.
- Expertise: Top-performing producer (Top 1% nationally)
Experienced SBA Underwriter
- Current Role: SBA Underwriter at a National SBA Lender
- Background: 8+ years of underwriting experience, supporting a top national BDO (>$30MM/quarter). Experience with complex SBA 7a and 504 Commercial Real Estate (CRE) loans.
- Strengths/Expertise: Proficient in complex SBA underwriting. Fluent in English and Korean
- Availability: Immediately available.
Experienced SBA Closer
- Current Role: SBA Closer at a National SBA Lender
- Background: 7+ years of SBA closing experience, supporting a top national BDO (>$30MM/quarter)
- Strengths/Experience: Experienced with closing 7(a), 504, Construction Loans, and USDA loans. Fluent in English and Korean
Energy Trading and Risk Management
- Current Role: Consultant at a large energy firm in Houston, TX.
- Expertise: Specializes in credit risk, market risk, and energy trading.
- Leadership: Leads a cross-functional team with members from Trading, Scheduling, Credit, Market Risk, Accounting, and other departments.
- Strengths: Strong technical abilities, exceptional teaching skills, and excellent communication.
Experienced Program Manager / Sr Project Manager
- Current Role: Global Head of Professional Services
- Expertise: Professional Services Leadership, Delivery & Governance Frameworks, Business Transformation, Program Management, Technology Implementation, Risk Management, Customer Journey
- Background: Technology leader with experience directing technology and transformation programs for Financial Services, Professional Sport, Commodities, Marine, Engineering, and Oil and Gas. Leadership of 50+ Global Consultants, Project Managers, and Solution Architects.
- Skills: Operational review and definition of TOM and Customer Journey for Professional Services Scale-Up, International Expansion, Business and process transformation to satisfy EMEA and US growth targets. Identification and mitigation of commercial risk and improvement of Professional Services revenue. Project delivery framework for global project governance, controls, management reporting, client engagement, and delivery.
- Qualities: Relationship builder. Not hung up on titles. Interested in meaningful work and impact. Former professional athlete. Likes contributing to startups and scale-ups to get them to the next level.
Senior Finance & Accounting Associate
- Current Role: Senior Associate with a strong track record in investment banking and private credit.
- Experience: Closed over $100 million in commitments across 20 term loan facilities for growth-stage companies.
- Expertise: Big 4 accounting experience, investment banking, and private credit transaction. Holds a CPA and MPA.
- Target: Seeking an investment role with growth potential. Ideally at a company where he can contribute to strategic financial decision and advance his career.
Trade Settlements Specialist – Commodities
- Location: Houston, TX
- Experience: Early career professional with nearly 5 years of experience in trade settlements, specifically within the commodities sector.
- Background: Big 4 accounting experience, with exposure to securitizations and collateralized loan obligations (CLOs).