Finance Recruiting by Finance ProfessionalsAt Finance Search Partners, we offer our clients access to an extensive network of finance professionals and more than thirty years of finance recruiting experience. Beyond that, we can also provide expert advice on building a winning finance team—honed by years in the C-suite managing the finance operations of multiple successful organizations. This unique combination of talents allows us to truly partner with our clients, helping them first define the perfect candidate, then sourcing and delivering that critical team member. Full website launch and announcement coming soon.Currently we are working on select recruiting engagements.

The Trium Group is in the business of helping organizations achieve breakthrough performance. We help our clients solve complex strategic, leadership, operational, and cultural challenges to radically improve their ability to execute and deliver unprecedented results. For over 22 years we have helped companies like Disney, instacart, LinkedIn, and robinhood unlock potential - in people, teams, systems, and organizations.Chief Financial Officer for rapidly growing management consulting and C-level executive coaching business. Also, founding CFO for first-time venture fund, Trium Ventures I, LP that coinvests in Trium's most promising early stage companies.

Purple Communications believes that every conversation matters. Every day we bridge two worlds, with innovative, accessible communication solutions, creating more opportunities in our deaf and hard of hearing community. Key private equity and debt investors include Kinderhook Industries, LLC ($3.0 billion of committed capital), Goldman Sachs, and White Oak Global Advisors. Company moved to Austin, TX in December 2020.• Championed business process outsourcing that implemented new accounting systems and processes in 60 days. Resulting in 20% costs savings and better business analytics for senior leadership.• Led 16 person team responsible for accounting, financial planning, forecasting, investor reporting, business controls, and facilities.

Revionics is a proven SaaS leader in End-to-End Merchandise Optimization solutions with over 62,000 retail locations around the world optimized with Revionics. Key investors included Goldman Sachs, Sierra Ventures, and Motorola Solutions Venture Capital. Deloitte Technology Fast 500 company. Company sold to Aptos.• Directed financial reporting, budgeting, monthly forecasting, and board governance.• Accelerated company growth by implementing new NetSuite financial ERP system.• Integrated foreign acquisition, researched and implemented international tax strategies.• Doubled working capital financing.• Completed Quality of Earnings (QOE) study and sell-side marketing to support M&A plans.• Implemented ASC 606 software revenue recognition and completed 409A valuation.

Apercen is a tax consulting firm offering ultra high net-worth individual clients a full spectrum of income and multi-generational tax planning and compliance services. Firm specializes in billion dollar wealth created from venture funds, hedge funds, private equity, entrepreneurs, and corporate executives. • Worked with Managing Partner to develop and execute growth strategies that tripled the size of the firm.• Recruited top-tier talent, established key processes, hired excellent administrative department leaders, and created key financial metrics.

CFO for venture-backed company that provided complete wireless instrumentation solutions that offered energy efficiency and carbon footprint reduction for the world’s leading data centers and enterprises. Key venture and strategic investors included: Emerald Technology Ventures, Nth Power, Crosslink Capital, DFJ Frontier, Sequoia Capital, Bosch, and GE Energy. Company purchased by Panduit.• Raised $16M in Series C equity and significantly increased working capital line of credit. • Guided company through rapid growth, built key company processes, and created international accounting policies. • Prepared board packages and strategic planning updates for board members.

CFO of $100 million early-stage venture capital fund specializing in companies that provided a platform for a sustainable future through energy efficiency, energy intelligence, and advance materials. Firm closed.• Prepared portfolio company investment financial due diligence, ownership and exit modeling, and quarterly valuations. • Executed 40+ transactions totaling $16M of corporate equity and debt financings.

CFO-equivalent role leading all accounting and finance activities for second-largest law firm in Sacramento with 100+ attorneys.

Provided strategic planning, researched customer needs, and collected competitive research to drive OpenView Americas’ software services $120 million product line. • Received High Achiever award for outstanding performance (top 2% of 400-person division).

Managed financial reporting and warranty costs for international supply chain with annual shipments of $240 million. • Supervised 8 senior financial analysts who drove working capital improvements and product cost improvements through service level agreements, benchmarking, and monthly metrics.Managed financial reporting, general accounting, cost accounting, ERP systems reengineering, and internal controls for HP’s after-market reverse logistics organization. Total annual shipments of $750 million and inventory of $250 million. • Managed accounting department of 25 professionals.• Accomplished strong results for the most complex accounting operation in the company.• Demonstrated excellent project management skills in successfully implementing several key IT / Accounting system changes. • Established strong business controls in a highly complex, dynamic operation, resulting in zero internal audit gap findings – the first time ever for this unit.

Planned and executed high-tech audit engagements for Silicon Valley startups and middle market international manufacturing companies. Completed IPO, 10-K, and 10-Q SEC filings for publicly traded clients.