Capital Partners Private Wealth Advisers’ Post

The 3 basic tips for a good structure of a finance team...depending on the size of your company. 1. Have at least 3 levels of experience - Junior, Mid-Senior and Senior. This would allow you to spread various finance tasks to the right skill sets and experience. 2. Mindful of the reporting lines - Do not make the Junior and Mid-Senior report to the same person i.e. the Senior, especially when both roles are interrelated for example the mid-senior reviews the works of the junior. Making them report to the same person will undervalue the mid-senior 3. Make sure the structure is bottom-heavy and not top-heavy. - This would allow room for development for each member of the team, which will result in talents being retained and allow an organic long term growth for the company. Top heavy structures are expensive to maintain. Feel free to share your basic tips 👇🏼 #beevenbetter ---------- 🌱 Helping businesses transform their finance functions, pre or post-merger 📨 DM me to explore how I can assist 🔔 Follow for more #financetransformation #postmergerintegration

Ever wondered what it takes to truly understand the intricacies of accountancy recruitment?" At Assetar, our edge isn't just in our recruiting expertise—it's in our deep-rooted accounting experience spanning over 25 years. We know what makes a great accountant because we've been there ourselves. Whether you’re looking to hire or seeking your next role, discover the difference that real-world accounting knowledge brings to the recruitment process. Find out more about how we can help: Assetar #Accountancy #Recruitment #ExperienceMatters

🚀 𝐁𝐫𝐢𝐝𝐠𝐢𝐧𝐠 𝐭𝐡𝐞 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐆𝐚𝐩: 𝐔𝐧𝐥𝐨𝐜𝐤𝐢𝐧𝐠 𝐆𝐫𝐨𝐰𝐭𝐡🚀 As your business scales, founders encounter the 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐆𝐚𝐩—a critical phase where basic bookkeeping no longer meets the growing needs of the company. Complex financial strategies like cash flow optimization, scenario planning, and investor reporting become essential, but hiring a full-time CFO or controller might still be a stretch. That’s where Oakhill Financial Services steps in. Our refined Finance-as-a-Service solutions are designed to bridge this gap, providing the expertise and insights your business needs to thrive, without the commitment of a full-time hire. If the Financial Services Gap is holding your business back, now is the time to elevate your financial strategy with Oakhill. Let’s take your growth to the next level. 🚀 #FinanceAsAService #ScaleUp #StartupGrowth #FinancialStrategy #CashFlowOptimization #InvestorReporting #Oakhill #OakhillFinancialServices #CFO

Our best finance employees: → Didn’t have an investment banking background. → Didn't help in the M&A of Fortune 500.  → Didn't do any flashy finance gig before this. Because these are not the things that make someone good at finance, or valuable for a startup. Especially in an operational intensive scale-up like Wave. Sure, you might be tempted to hire from Goldman/Mckinsey - but you'll soon realise that's not likely what you need. Instead, here are the things I look for: → Accounting background. These folks have a tangible skill set and bring value from day 1. → Action biased people. They outperform thinkers any day. Look out for the questions they ask during the interview process for clues. → Past experience in doing REAL work (implementing an ERP, completing audits, working with highly regulated entities, etc). Sure, hire the investment banking folks too. But not before you've ensured your finance ops are sorted. Budgeting, fundraising are massively over indexed in the startup world. It's not about that. You're building a business, keep that in mind before hiring anyone. If you're not sure where you are on the journey, and don't know who to hire - DM me and let's talk. Happy to help :)  

Are you a Private Equity or Venture Capital owned business struggling to find qualified finance professionals for critical roles? Many CFOs are reporting understaffing in key positions, with hiring tempered by a focus on the bottom line. With debt coming due in a high-interest rate environment, are you feeling pressure to hold off on additional spending? It's clear that the shortage of qualified finance professionals is having an impact on businesses. As a senior consultant, I want to know: What changes need to happen to enable you to meet your growth targets? Share your thoughts and comments below. #nickisrecruiting #influensingh #privateequity #venturecapital

🤓 Some of the things I’ve learned as a finance professional: 1.      Do not waste time on immaterial unreconciled balance, focus on impactful work 2.      Be discipline with your to do list, the next thing you know it’s another month-end 3.      Do not speak badly about your team members, it creates a toxic environment 4.      Be nice to everyone, you never know what’s going to happen in the future 5.      Do not take things personally, brush it off your shoulders and move on 6.      If people are unkind to you, they are the one who have problems, not you 7.      Be friends with other departments and try to have fun along the way 😎 There are more to life than crunching numbers! Share yours below 👇 #beabetteraccountant ---------- 🌱 Helping businesses transform their finance functions, pre or post-merger 📨 DM me to explore how I can assist 🔔 Follow for more tips! #financetransformation #postmergerintegration

"The only way to do great work is to love what you do. If you haven't found it yet, keep looking. Don't settle." - Steve Jobs If it's been a while since we last connected, let's find time to catch up. If we haven't had the chance to connect/meet yet, let's make it happen. *𝓛𝓸𝓬𝓪𝓵 𝓜𝓝 𝓐𝓬𝓬𝓸𝓾𝓷𝓽𝓲𝓷𝓰, 𝓕𝓲𝓷𝓪𝓷𝓬𝓮 𝓽𝓪𝓵𝓮𝓷𝓽 𝓸𝓷𝓵𝔂* I am here to be your eyes and ears in the Twin Cities #Accounting & #Finance market. A few jobs (ready) and (active) this Monday morning: + Ops Controller - requiring manufacturing experience, double-digit organic growth, global business + Project Accounting Manager - PE backed company, doubling in size, not the day to day accounting, projects and acquisitions (UNPOSTED, EXCLUSIVE) + Fund Accountant & Senior - growing firm in Mpls, mixed funds, all PE backed, 40 hours/week, integrate data analytics + Accountant - private business set to double in size, mission-driven, right hand to Controller and CFO, phenomenal leadership & mentorship, own the GL +Senior Financial Analyst - corporate view with a future system implementation, leverage your finance and systems experience within a well tenured business, upward mobility and rotation options into the business Christine.Lindholm@ambrion.com | 952-278-1811 #keeplooking #motivation #recruiter #partnership

Hey public accounting friends! Currently on the lookout for audit seniors ready to take their next step out of public accounting into the world of finance consulting. Project areas include: -FPNA -IPO Prep -M&A Integration -Carveouts & Divestitures & these are just a few! If you're looking to explore beyond financial statement audit, I'd love to talk with you about the opportunity & help you take the next step in your career! Send me a dm to chat more! #Hiring #PublicAccountingExit #Explore

Wondering when your tech company might need its own #finance team? Here’s a simple rule of thumb: start thinking about an internal controller when you hit $20M #ARR or 50 full-time employees. But keep in mind, mixing in-house expertise with fractional specialists can help manage costs while providing valuable insights. For #tech companies, setting up a full #accounting department often isn't necessary until you’re close to $250M ARR. Industries with more detailed financial needs, like manufacturing, might need to act sooner. If you're not ready for a full internal team, we can help. At Carpe Digits, we offer flexible, fractional financial services to support your growth without the cost of full-time hires. Whether you need strategic advice or detailed financial management, we're here for you. Want to learn more? Contact us today! Let’s optimize your financial operations together! #finance #techindustry #businessgrowth #outsourcing #CFOservices

Here’s what an IDEAL early-stage Head of Finance looks like… Head of Finance candidates often have a background in Accounting, Finance, Investment Banking, or a combination of the three. I’ve helped many early-stage startups hire their first Finance leader and can safely say that a mix of Accounting and Finance is the best fit. > FP&A experience enables strategic partnership with the CEO. > CPA, audit, and controllership experience helps with operational nuances. The best Finance Leaders can balance accounting rigor with strategy and vision. They oversee day-to-day finance whilst advising on growth planning, funding needs, and financial strategy.