A privately held leasing and financing organization sought a finance consultant with a background as a CAO/controller and specific fund accounting expertise to support an annual audit due in a month’s time. In addition to this top priority, the ideal leader would be asked to begin reviewing and developing fund accounting-specific processes to ensure oversight and accuracy.
Within one week, Business Talent Group (BTG) connected the client with a strategic finance leader and CPA with over 15 years of experience with financial operations, reporting, and analysis across diverse industries. This consultant also had the VC/investment portfolio know-how to tackle the client’s complex fund structure. He stepped in quickly to make headway against urgent audit timelines, upskill the existing team, and work with the external auditor to improve fund reporting and checks and balances for future audits.
