Nationwide recruiters for accounting, finance, banking and insurance
Interview a short list of finance people already doing the job.
No postings. No stacks of resumes. No chasing. You interview a short list.
CFO, controller, accounting, FP&A, tax, treasury or banking hire? We contact people doing that work now.
No upfront fee. You pay only if you hire.
Need someone now? Call 305-306-4829.
This is what we do all day: recruit accounting, finance, banking and insurance professionals.
Every level, from staff accountant and teller to CFO.
We offer a candidate replacement guarantee on standard search agreements. The applicable period and exact terms are set out in the signed client recruiting agreement.
- Controller
- CFO
- VP Finance
- FP&A Director
- Accounting Manager
- Director of Accounting
- Assistant Controller
- Tax Director
- Treasury Manager
- Internal Audit Director
- Senior Accountant
- Financial Analyst
- Head of Financial Reporting
- Commercial Lender
- Chief Credit Officer
- Business Systems Finance Lead
Start with the seat
Tell us who you need.
Choose the role and location first. Add contact details in the next step.
No upfront fee. You pay only if you hire.
How long did your last search take?
How much did the empty seat cost while you waited?
Need a CFO who can explain cash and lender covenants, a controller who owns the close, or an accounting hire who can reconcile the books? Financial Headhunters recruits those people, along with FP&A, tax and treasury teams, commercial lenders and financial-services professionals. We ask what the person must own in your industry before contacting people doing that work now.
Every week a finance seat stays empty costs you in overtime, late closes and work that waits. We go straight to people already doing the job.
01 Judgment
A resume shows the title. Judgment shows whether the person fits your close.
Most finance searches go wrong after the interview, not before it. A controller who ran a clean close at a company with one entity struggles in a business with four. A branch manager who grew deposits in a metro market may never have worked a rural book.
We start from the seat. Who does it report to, what is broken today, which systems are in use, and what would make a good candidate wrong for you anyway.
You get a short list of people we would hire ourselves in your position, with a plain note on where each one is thin.
02 Checks
Six things we confirm by phone before a name reaches you
Every finalist has spoken with us first.
- 01Scopethe size of the books, the number of entities and the team they ran, in their words rather than the resume’s.
- 02Systemsthe ERP, loan origination or core platform they used every day, and how recently.
- 03Reporting linewhether they answered to an owner, a board, a CFO or a credit committee, because each one changes the job.
- 04Paywhat they earn now and the number that would move them, checked before you spend an hour on an interview.
- 05Locationcommute, relocation or travel, settled early and honestly.
- 06Reason to movewhat is pushing or pulling them, and whether it survives an offer conversation.
How your search runs
How does The Six-Step Search work?
We agree what the hire must own at intake. We research the relevant market and contact working people directly. We qualify their experience and reasons for moving before you see a shortlist. We support the interviews and offer discussion; you decide whom to hire.
One sequence, from a well-defined seat to a shortlist you can judge.
Search Calibration
We start with a call about the seat, the books, the owners and the people the hire will work with. We learn what the role must fix in the first year and what would make a candidate wrong even if the resume looks right.
You get: A written search brief: scope, must-haves, deal-breakers and the pay range, agreed with you.
Market Mapping
We map the companies and institutions where the right people already work: similar size, similar ownership, similar complexity, in your market and in others.
You get: The target list of companies and institutions we will search, reviewed with you before outreach.
Professional Contact Intelligence
We find direct ways to reach the people on the map. Most are employed and not reading job boards, so reaching them takes real research.
You get: Direct routes to people who are not on job boards, researched for your search.
Persistent Personalized Outreach
We call and write to people individually and follow up. Interest varies, so we discuss the actual opportunity rather than promising a particular response.
You get: One-to-one conversations about your actual role, followed up, never a mass email blast.
Live Candidate Qualification
We speak with every candidate before you do. We check scope, systems, reporting lines, compensation expectations, location and why they would move.
You get: Only candidates we have spoken with, checked on scope, systems, pay, location and motive.
Candidate Intelligence and Process Support
You receive a short written brief on each finalist covering what they have done, where they are thin and what they want. Then we help with interviews, references and the offer.
You get: A short written brief on each finalist, plus help with interviews, references, counteroffer risk and the offer.
03 Sourcing
The best candidate is usually employed and not reading postings
A good staff accountant, a lender with a portfolio, an FP&A lead the business relies on: these people are busy and well regarded where they sit. A posting reaches the ones who are looking. We reach the others by researching who holds similar seats at similar companies, then phoning them directly.
We do not promise a response rate, and we will tell you if the market for your seat is thin.
The search can run in your city, in another one, or across the country. Widening the map often finds the person the local market cannot supply.
Positions
Every level, from staff accountant and teller to CFO.
Pick the family, then the title. Each card opens a page written for that seat.
Finance Leadership
See allControllership, Corporate and Cost Accounting
See allBookkeeping, Staff Accounting and Analyst Support
- Bookkeeper
- Full-Charge Bookkeeper
- Accounting Clerk
- Junior Accountant (Accountant I, entry-level Staff Accountant)
Accounting Operations, Credit and Payroll Leadership
- Director of Accounting Operations
- Finance Shared Services Manager
- Accounts Payable Manager
- Accounts Payable Supervisor
Accounts Payable and Expense
- Accounts Payable Clerk
- Accounts Payable Specialist
- Construction Accounts Payable Specialist (subcontractor pay apps, lien waivers, COIs)
- Vendor Master Data Specialist
Accounts Receivable, Billing, Credit and Collections
- Accounts Receivable Specialist (including cash application)
- Cash Application Specialist
- Billing Specialist
- Construction Billing Specialist (AIA progress billing)
Payroll and Timekeeping
See allFP&A and Strategic Finance
See allSEC Reporting, Technical and Revenue Accounting
See allTax
See allPublic Accounting: Audit, Tax and Advisory
See allTax Preparation and Audit Staff
- Tax Preparer (seasonal and year-round)
- Enrolled Agent
- Tax Associate (staff level, including busy season)
- Sales and Use Tax Specialist
Treasury
See allInternal Audit, SOX and Risk
See allFinance Systems and Transformation
See allConstruction and Real Estate Accounting
- Construction Controller
- Construction Accounting Manager
- Project Accounting Manager
- Senior Project Accountant
Private Equity, Private Credit and Family Office Finance
See allBanking, Lending and Credit Unions
See allBank Branch and Retail Banking
- Bank Teller (including float and part-time)
- Head Teller (Teller Supervisor)
- Universal Banker
- Personal Banker
Bank Operations, Payments and Financial Crimes Compliance
- Deposit Operations Specialist (Bank Operations Specialist)
- Wire and ACH (Payments Operations) Specialist
- Card Services and Disputes Specialist (Reg E)
- Item Processing Specialist
Loan Operations and Servicing
- Commercial Loan Assistant
- Loan Documentation and Closing Specialist (commercial loan closer)
- Consumer Loan Closer
- SBA Loan Processor and Closer
Mortgage Lending and Operations
- Mortgage Loan Officer
- Mortgage Branch Manager (producing)
- Wholesale Account Executive
- Loan Officer Assistant
Wealth Management and Trust
- Head of Wealth Management
- Financial Advisor / Wealth Advisor (experienced)
- Private Banker
- Private Client Relationship Manager
Wealth Management Support
- Client Service Associate (including Registered CSA)
- Paraplanner
- Associate Financial Advisor
- Wealth Operations Associate
Insurance Finance and Actuarial
See allInsurance Underwriting, Claims and Agency Operations
- Commercial Lines Underwriter
- Personal Lines Underwriter
- Underwriting Assistant
- Surety Underwriter (contract surety)
Start a Search All positions Roles A to Z Position directory
04 Common mistakes
What employers get wrong before they call a recruiter
These happen when the person hiring is also running the department.
- 01Posting first, then phoning a recruiter after the pile has gone stale.
- 02Writing a title instead of a job. Assistant Controller means three different things at three companies.
- 03Holding back the pay range until the final round, then losing the finalist.
- 04Letting interviews stretch across a month while the best candidate takes a counter offer.
- 05Hiring to fix the last person’s weaknesses instead of next year’s work.
05 The search
Local, relocating or on the road: say which, and we search that way
We recruit nationwide, in all 50 states. Some seats need someone already in your market. Others will take someone willing to move or travel. Tell us which applies and we qualify location, relocation and travel on the first call, before you meet anyone.
Contingency fits most permanent hires: you owe nothing unless one of our candidates becomes your hire. Our sister firm, Interim Executives, handles interim and fractional cover.
Specialties
Where we fill seats
- Construction contractors (GCs, CMs, subcontractors)
- Real estate developers, owners, REITs and homebuilders
- Healthcare providers (hospitals, physician groups, ASCs, senior living, behavioral)
- Manufacturing and distribution
- Technology and SaaS
- Private equity backed portfolio companies
- Private equity, private credit and investment firms
- Community and regional banks
- Credit unions
- Insurance carriers, MGAs and brokers
- Wealth management, RIAs and trust companies
- Fintech and payments
- Nonprofits and foundations
- Government contractors
- Hospitality, restaurants and multi-unit franchise
- Family offices
- Public companies and IPO-bound companies
- Public accounting (CPA) firms
- Professional services firms (law, architecture/engineering, consulting)
- Mortgage lenders and mortgage brokers
Hiring situations
- Preparing for a first audit, a lender audit, or an IPO
- Replacing a long-tenured controller (retirement or succession)
- Outgrowing the bookkeeper: hiring your first controller or CFO
- New PE sponsor: upgrading the finance team after the deal closes
- Confidential replacement of a finance leader (incumbent still in seat)
- ERP migration (QuickBooks to NetSuite, Sage Intacct or SAP) and the people it needs
- Opening a new market or loan production office: hiring a lending team
- Fixing a slow month-end close
- Cleaning up after a restatement, material weakness or bad audit
- Integrating acquisitions: finance hires for add-ons and multi-entity growth
- Covering busy season: seasonal tax and audit staff for filing season and the extension deadlines
- Clearing an accounting backlog: AP, billing, reconciliations or collections that have fallen behind month-end
- Mortgage volume swings: adding processors, underwriters and closers when applications spike, and sizing back down
- Opening a new branch or market: tellers, universal bankers and a branch operations lead before the doors open
- After an exam finding: staffing a BSA/AML alert backlog, lookback or remediation project
The fee
No upfront fee. You pay only if you hire.
We won’t waste your time with candidates that don’t make sense. We don’t cut corners.
We offer a candidate replacement guarantee on standard search agreements. The applicable period and exact terms are set out in the signed client recruiting agreement.
Questions people ask
What are the upfront costs to initiate a search?
No upfront fee. You pay only if you hire. The fee and terms are in the recruiting agreement before work begins.
Which specific finance and banking roles do you cover?
Accounting, finance, banking and insurance, at every level from staff accountant and teller to CFO. That covers payroll, FP&A, tax, treasury, audit, mortgage, wealth support and insurance operations. We do not recruit outside those fields.
What kind of clients do you typically support?
Mostly private and PE-backed companies, plus banks, credit unions, mortgage lenders, wealth firms and insurers. Some are owner-led with one finance hire to make. Others have a full team and a gap in it.
What are the terms if a candidate needs to be replaced?
We offer a candidate replacement guarantee on standard search agreements. The applicable period and exact terms are set out in the signed client recruiting agreement.
What is the typical speed to see a candidate?
It depends on the seat, the location and the pay. After the first call we give you an honest read and do not promise dates we cannot control.
Do you provide interim or fractional management placement?
Not directly. Interim Executives, our sister firm, handles interim and fractional work. Financial Headhunters focuses on permanent hires.
How soon will I see a finance shortlist?
It depends on the seat, the location and the pay. We give you an honest read after the calibration call and we do not promise dates we cannot control.
What about counteroffers on a finance hire?
We ask every finance candidate early why they would move and what their employer might do to keep them. Counteroffer risk goes in the written brief before you make an offer.
What is your guarantee?
We offer a candidate replacement guarantee on standard search agreements. The applicable period and exact terms are set out in the signed client recruiting agreement.
What don't you do?
We do not post your finance job and forward whoever applies. We do not send stacks of unscreened resumes, and we do not recruit outside accounting, finance, banking and insurance.
Open role
Tell us who you need.
No upfront fee. You pay only if you hire.
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