When helping clients fill finance and administration roles, we focus on how the position supports both daily business operations and long-term growth.

 

This includes:

• Role Scope: Whether the need is for a CFO, Controller, FP&A leader, HR/People leader, or administrative support.

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• Strategic vs. Tactical: Determining if the role is focused on forward-looking strategy (M&A, investor relations, financial planning) or daily execution (reporting, payroll, compliance, HR processes).

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• Technical Expertise: Identifying systems knowledge (ERP/accounting platforms, payroll systems, HRIS) and required certifications (CPA, SHRM, etc.).

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• Business Stage: Matching talent to organizational context — startup, PE-backed, family-owned, or established corporate.

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• Regulatory & Compliance Needs: Ensuring expertise in audit readiness, tax, labor laws, or industry-specific reporting requirements.