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In the last week, I've been asked by 3 different people: "What should I look for in hiring a financial advisor team?" An absolutely phenomenal question. I most commonly hear this question from individuals or families who are at, or approaching, the 100K of assets level. I think there's something about that figure that prompts people to consider whether they truly are optimizing their assets best on their own. A good starting point before even looking for someone to hire is to consider: What are YOU looking for in a Financial Advisor? some examples: - "I'm a DIY investor looking strictly for financial planning to just be sure I'm making the right decisions at this point in time." - "I feel confident with my finances, but my spouse isn't as involved in the financial planning process I do for myself personally. So, I want to work with an advisor for the peace of mind that if something happened to me, my spouse/family would already have someone in their corner who they can trust." - "I'm comfortable with my financial plan I've put in place, but don't fully understand investments and want to offload that task to a professional." - "I want to have a sound board for all financial aspects so I have to do as little management in that arena of my life as possible, and when changes arise I can pick up the phone and run questions by a professional." These are all drastically different perspectives on what someone might be looking for (and there's plenty more I could have listed) but here's the beautiful thing - they are all valid! When beginning to consider whether you should work with a financial advisor, it's more important for you to start by considering what YOU are looking for. If you don't know, a great financial advisor in their introductory process should prompt you to consider this question. It's an easy way to know whether or not you're in the right place for your needs, and whether that advisor is prioritizing YOU.

Hiring an accountant who not only manages financial transactions but also analyzes all areas of a business is crucial for achieving growth and success 👏🏻 Beyond simply balancing the books, we offer a comprehensive understanding of the financial health of your business. By delving into various aspects of the business, including revenue streams, expenses, operational efficiency and market trends, we can identify opportunities for growth and areas that require improvement. Our analytical insights enable informed decision-making, helping to optimise resources, mitigate risks and capitalise on emerging opportunities. Moreover, we play a pivotal role in strategic planning, aligning financial goals with broader business objectives. With our expertise, businesses can navigate challenges more effectively, adapt to changing market conditions and ultimately drive sustainable growth and success ✅

Curious about a career in finance? There's a wide range of exciting roles to explore. Here are some key positions and their responsibilities: Financial Analyst: Analyze financial data, prepare reports, and provide insights to support decision-making. Accountant: Record and manage financial transactions, ensure compliance with regulations, and prepare financial statements. Financial Controller: Oversee financial operations, monitor budgets, and provide strategic financial guidance. Investment Banker: Facilitate mergers and acquisitions, raise capital, and provide financial advisory services. Risk Manager: Identify, assess, and mitigate financial risks to protect an organization's assets. Financial Planner: Help individuals and businesses achieve their financial goals through strategic planning and investment advice. Credit Analyst: Evaluate creditworthiness and assess the risk associated with lending decisions. Which finance role intrigues you the most? Share your thoughts and let's discuss the opportunities and challenges in each field. #Finance #CareerPaths #FinancialAnalyst #Accountant #FinancialController #InvestmentBanker #RiskManager #FinancialPlanner #CreditAnalyst

Elevate your financial team with precision hiring! 🌐💼 Dive into our latest blog, 'Hiring Financial Professionals: Best Practices for Canadian Employers,' for expert insights and tips on assembling a top-tier financial team. Make strategic hires that fuel your business success. 🤝📈 Read more: https://lnkd.in/eWVwmC-Y #FinancialHiring #BusinessSuccess #BlogAlert

Last week I was talking to a VP of Finance at a PE Portco. He told me he is in serious need of hiring an analyst for his team, but the candidates that recruiters send him, miss the mark and clutter his inbox. Sure, they might have financial modeling & budgeting on their resumes but its in an unrelated industry. It doesn't transfer easily & they don't have the luxury of time to train. When we work with fast-growing PE portfolio companies, it’s important to find candidates who know how these businesses work. Who have experience with: Building financial models to evaluate growth strategies, M&A opportunities, and other initiatives Developing dashboards, reports, and presenting to the PE group Conducting variance analysis and developing financial forecasts for fast-paced, high-growth companies At Frederick Fox, we focus on identifying PE-backed companies and contacting candidates who are likely to have the right background. Then we dig into their experience to verify what they've done. Our goal is to save you time by sending 3-5 qualified candidates who are a great fit, rather than filling your inbox with resumes that don’t meet your needs.

Hey everyone, big announcement: I started a business! Over the past year, I've been working with companies for free trying to add value as a fractional financial analyst. Over time, I found some great clients, and because of them, I am able to make the transition to full-time. Introducing Proview: Fractional CFO services helping business owners improve financial visibility, make informed strategic decisions, and achieve their long-term goals. My ideal clients are growth oriented businesses in the $1 mil. to $10 mil. annual revenue range. These are typically businesses that are too small to hire a full-time CFO but would greatly benefit from financial guidance. By working with a fractional CFO, companies get ~80% of the value of a full-time CFO at a fraction of the cost. I’m super excited for this next chapter! I love working with my existing clients, and I look forward to adding more. Lastly, I recognize that I can’t do this alone - I need your support. If you know anyone who might benefit from this type of service, let me know! I’m here to help in any way I can, even if they don’t fit the exact client profile I’ve outlined above.

Right now at Barden, a number of our key clients are looking to hire FP&A professionals. For some of these clients, direct experience isn’t a strict requirement; instead, they're looking for financial professionals with the right mindset, natural financial acumen and an appetite for working on the strategic priorities of a company. If you possess some of these qualities and are curious about a career in FP&A, please get in touch - Simon Cogan, Denis Galvin, or Caroline Frawley ACA. 𝐊𝐞𝐲 𝐐𝐮𝐚𝐥𝐢𝐭𝐢𝐞𝐬 𝐟𝐨𝐫 𝐒𝐮𝐜𝐜𝐞𝐬𝐬 𝐢𝐧 𝐅𝐏&𝐀 𝐀𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐚𝐥 𝐏𝐫𝐨𝐰𝐞𝐬𝐬: Strong analytical skills are crucial for interpreting financial data and providing actionable insights. 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐓𝐡𝐢𝐧𝐤𝐢𝐧𝐠: It’s about thinking beyond the numbers and aligning financial strategies with business goals. 𝐀𝐝𝐚𝐩𝐭𝐚𝐛𝐢𝐥𝐢𝐭𝐲: Thriving in fast-paced environments and quickly adapting to changing business needs is a must. 𝐄𝐧𝐠𝐚𝐠𝐞𝐦𝐞𝐧𝐭:  Being deeply engaged with your work and stakeholders, showing a genuine interest in the company’s financial health and success. 𝐈𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐯𝐞 𝐌𝐢𝐧𝐝𝐬𝐞𝐭: Bringing fresh ideas and innovative approaches to financial planning and analysis, constantly seeking ways to improve processes and outcomes. #Finance #FP&A #CareerGrowth #FinancialAnalysis #BusinessStrategy Jonathan Olden Aideen Murphy Marissa Maher Siobhán Sexton ACA

Firms can't afford a "miss" when it comes to hiring a financial leader. Check out a few of our best practices for finding and landing an A-level controller: https://lnkd.in/gfXWdbya...

Firms can't afford a "miss" when it comes to hiring a financial leader. Check out a few of our best practices for finding and landing an A-level controller: https://lnkd.in/dPu7cAvm...

Firms can't afford a "miss" when it comes to hiring a financial leader. Check out a few of our best practices for finding and landing an A-level controller: https://lnkd.in/eKMjMS2Z...