Hot Job! CFO for Tech Firm in Silicon Valley, California

hot_jobs (002)

About the Company

My client, a Silicon Valley based Private Equity backed business to business service company is looking to add a Chief Financial Officer to their leadership team. This role is highly active in the daily involvement of all operational aspects of the business including HR, Legal, and Supplier Partnership Management. This role is also very entrepreneurial and in need of strategic business partner to the CEO and Senior Management.


  • Oversee finance and operations including P&L, balance sheet, financial statements, expense/cash management, tax planning strategies, payroll, service/vendor contracts, and banking relationships
  • Manage consolidation and integration of HR, IT, operations, and finance functions of various acquisitions.
  • Ensure the timely and accurate preparation of and effectively communicate all financial reporting, including internal management and external reporting, to the leadership team, the Board and the Sponsor.
  • Manage the Treasury function, including cash management and cash forecasting.
  • Oversee all accounts, ledgers, and reporting systems, ensuring compliance with GAAP, tax requirements and covenants.
  • Maintain internal controls and safeguards, coordinate all audit activities, and ensure legal and regulatory compliance with all financial functions.
  • Compile and analyze appropriate business performance metrics, providing information to the investors and Board.
  • Evaluate and advise on growth initiatives, tax planning, acquisitions, and capital expenditure plans.
  • Lend financial perspective to the evaluation of key strategic relationships, including initiating, advising, negotiating, valuing, and critiquing all financial arrangements the company might consider, including debt financings, mergers and acquisitions, licensing agreements, joint venture, and strategic alliances.
  • Evaluate, improve and maintain systems and controls for billing and accounts receivables, credit management, and sales reporting and analysis.
  • Impalement scalable systems to support high growth of the business.

Desired Skills and Experience

  • Bachelor’s degree in finance, business administration or accounting is required; a CPA is highly desirable and a MBA is a plus.
  • Ten years or more of accounting, finance and operations experience, ideally beginning in public accounting, followed by significant experience gathering and evaluating financial information and making actionable recommendations to senior leadership.
  • Prior PE portfolio experience a must.
  • Have a demonstrated track record of achieving strong and sustained revenue growth through strategic planning, financial analysis and measurement.
  • Had success in developing and implementing financial systems & controls, process improvements and metrics to drive growth and improve profitability
  • Experience with organic and acquisitive growth
  • Experience working in a private equity owned company with third-party, cash flow based leverage is required;
  • Experience in a business to business or technology environment preferred

To apply please submit your resume to Johanna Rodriguez –


While you are preparing your Thanksgiving meal…


“Even though we’re a week and a half away from Thanksgiving, it’s beginning to look a lot like Christmas.” – Richard Roeper

While you are waiting for your Thanksgiving turkey to cook, stay informed on relevant industry articles, networking events and open positions in the New York area.

Industry Articles

Valeant: Why Enron-era accounting never really died with Enron

How women can reach the top in accounting

Career Advice Articles

Crafting the Perfect Elevator Pitch

Executive Recruiter, Tatiyana Cure has given many advice to professionals when asking for career advice. If you have a question feel free to email her at (maybe anonymous) and your question could end up being answered on her page!

Networking Event

Association for Latino Professionals for America is having their Holiday Fundraiser on December 1st between 6-10pm. This is a chance to network with high profile leaders in their respective industry.

Current Job Opportunities

Accounts Payable Specialist in the Midtown (Chelsea area), NY

Immediate Hire! Staff Accountant with heavy AP experience for Midtown (Chelsea area), NY

Banking Services Senior Auditor in Rockland County, NY

Senior Property Accountant in Upper East Side, NY

Immediate Hire: Billing Clerk in Hicksville, NY *RECENT OR ENTRY LEVEL CANDIDATES HIGHLY CONSIDERED*,-LLC/jobs/Billing-Clerk-3d393b7863224369?q=billing+clerk

Mortgage and Credit Quality Control Manager in Rye, New York

Office Manager/ Legal Assistant for Construction Firm in Hauppauge, Long Island

Have a great Thanksgiving Holiday!


Billing Clerk for Hicksville, NY – Recent College Grads or Entry Level Professionals

hot_jobs (002)

**Attention all recent college graduates**
My client in the Printing industry is looking for a Billing Clerk to join their team in Hicksville NY. This is a great opportunity for someone who is eager to learn and looking to get started and grow with a great company in the corporate world!

  • Creating invoices and credit memos
  • Reviewing all invoices
  • Maintain billing statuses
  • Research customer’s questions and requests
  • Participate in other projects
  • Data Entry
  • Filing


  • 0-2 years prior work experience
  • Bachelor’s Degree in either Accounting or Finance
  • Proficient in Microsoft Excel
  • Highly Organized
  • Motivated
  • Multi-task

To be considered for this role please submit your resume to

Networking Event: ALPFA NY Holiday Fundraiser December 1st, 2015 6-10pm

Association for Latino Professionals for America is having their Holiday Fundraiser on December 1st between 6-10pm. This is a chance to network with high profile leaders in their respective industry.

Where: Hudson Terrace
621 West 46th St.
New York, New York  10036
United States
Contact: Christian Narvaez
Phone: 646 695 4200


New Job: Quality Control Manager – Mortgage and Credit Exp. in NY

Our client is a mortgage lender and they are looking for a Quality Control Manager. This position will be sitting under the Compliance department. They are located in Westchester County, New York.

The position requires expert mortgage underwriting and credit knowledge, quality control expertise, exceptional management skills, consistently outstanding client service, and proven problem solving and decision making skills.  The successful candidate will have a demonstrated ability to manage time sensitive projects without fail and enjoy a high level of interaction with internal parties (operations, secondary marketing, and sales) and external parties (3rd party service providers, GSEs).


  • Coordinate selection process for external monthly Post Purchase and Servicing QC Reviews to ensure the secure and timely delivery of selected loans.
  • Review and analyze external monthly Post Purchase and Servicing QC Review reports for high risk trends and credit issues and recommend policy changes and/or training to offset accordingly.
  • Prepare monthly Post Purchase and Servicing QC Reports for Senior Management, including any recommended changes.
  • Maintain QC database and provide related ad hoc reports and analysis as needed.
  • Maintain all policies and procedures pertaining to Post Purchase and Servicing quality control.
  • Manage 3rd party quality control firm(s) to ensure quality loan reviews, acceptable service level standards, and monitor and manage costs.
  • Evaluate and advise on 3rd party services to manage loan risk and enhance productivity, including appraisal products, fraud detection, verification services, and credit evaluation tools.


  • Minimum 10 years of underwriting and quality control experience, with 5 years in a management role
  • Expert underwriting knowledge and extensive experience with all mortgage products
  • Solid understanding of Fannie/Freddie protocols for loan and servicing quality control
  • Technologically savvy, with the ability to work in varied systems. Proficiency with loan origination systems, automated underwriting engines, electronic document management and other systems.
  • High attention to detail and effective problem solving skills
  • Excellent client service skills
  • Excellent oral and written communication skills
  • Analytical thinking ability, diplomacy and professionalism

Education Level:

  • Bachelors Degree

If you are interested in learning more about this role or to be considered please submit your resume to

Hot Job! Accounts Payable Specialist in Midtown, NYC


Our client is a leading Security company; they are seeking an Accounts Payable Specialist. With a growing accounting team, there is significant opportunity for growth and advancement within the department. The firm boasts a team-oriented culture and provides its’ employees with the tools and training necessary to perform. They are located in the Chelsea area in Midtown, New York.


  • The Accounts Payable Specialist will check and approve all vouchers for payment via Epicor Profit 21
  • Prepare invoice deduction notices, as necessary.
  • Answer all vendor inquiries.
  • Analyze vendor accounts and negotiates extended terms with vendors when cash is restricted.
  • Prepare accounts payable checks.
  • Print all accounts payable reports and maintain all accounts payable files.
  • Prepare analysis of accounts, as required.
  • Assist in monthly closings.
  • Assist with accounts receivable and special projects, as necessary.


  • 2+ years of progressive Accounts Payable experience
  • Attention to detail
  • Excellent written and verbal communication skills
  • Prior working experience with Epicor Profit 21 or Great Plains
  • Solid computer skills

Please email your resume for immediate consideration to

Hot Job! Accounting Assistant/Jr. Staff Accountant in NYC

hot_jobs (002)

Our client is a retail wholesaler who is looking for an Accounting Assistant/ Jr. Staff Accountant to join their department. This is an immediate hire to start ASAP and they are located in Soho (Downtown) New York.  They would like for this person to ideally be a self-starter with an interest in growing their experience under a seasoned Controller.

Responsibilities may include:

  • Perform accounts payable, processing, batching, matching and coding of invoices, payments, accruals and prepaid journal entries, general ledger coding, and data entry
  • Correspond with vendors regarding purchase orders, three way matching, chargebacks, returns, short shipments and resolved any discrepancies
  • Prepare and process employee expense reports, month end account analysis
  • General Ledger experience
  • Experience helping with Month End Close is a plus but not a must.


  • 1-2 years experience
  • Sage software experience a plus
  • Excel experience on an intermediate level will be considered

To apply please submit your resume to

Hot Job! Accounts Payable Specialist – Immediate Hire in NYC

hot_jobs (002)

Our client is a technology firm located in Midtown, NY.  They are currently looking for an Accounts Payable Specialist with some accounting experience. This is an immediate hire for them and would like for someone to start ASAP.

The following are the key tasks and qualifications for this position:

–          Experienced heavily in AP

–          Ability to process AP invoices (get the approval, match up with PR, post the invoice, and process the payment accordingly).

–          Ability to process the corporate credit card transactions (posting and reconcile the balance).

–          Ability to manage the accrual/PPD amortization/FA depreciations/intercompany transactions.

–          Ability to extract the data from the accounting system to generate the manual Excel reports (ex. Consolidated T&E report).

–          Ability to assist the Month-End close and complete the finance package timely (including the variance analysis).

–          Ability to assist with 1099 filings at YE.

Ideally looking for:

–          Self-starter who requires the minimum supervisions.

–          Eager to meet the deadlines.

–          Ability to step in to resolve the issues and discrepancies efficiently.

–          Prioritize the tasks and goal-oriented.

If you are interested in being considered for this role please feel free to submit your resume to

CFS NY ‘s 1st Annual Thanksgiving Virtual Food Drive


My company CFS- Creative Financial Staffing wants to give back this holiday season and we would love your help!

We are hosting a Thanksgiving Food Drive that goes through Friday, November 20th. We have partnered with our local Food Bank and all donations benefit them.

It’s very easy to participate because we are running a virtual food drive, so no need to bring canned goods to our office! All donations made online will be used to buy holiday meals at the Food Bank. We chose to do it this way because your donation actually goes further than purchasing the items at the grocery store.

You can find the link for our virtual food drive here:

We appreciate any help and donations from you! If you have any questions, please feel free to reach out.

Thank you and every little bit counts!

Johanna Rodriguez | 646-661-2226 |

Update: At present time we did make a great big dent in our food drive. Here are our stats so far!

NYC Thanksgiving virtual drive Results

CFS- Giving You the Match to Light Your Way

light match

The holidays are right around the corner and with that said we want to help guide you in finding your next best career move. Be it with advice or recommending a great new role.

Career Articles

In my opinion writing a resume is the most stressful part of looking for a new role. What do you write to make yours stand out amongst the rest? Here are some tips on what employers look for in a resume.

Once you get an interview how do you beat your anxiety? Here is a guide to overcoming interview jitters.

Networking Event

As you look for a new role, it’s important that you grow your network. Here is an event we recommend.

21st Century Professional Networking Event

Friday, November 20, 2015 from 6:00 PM to 8:00 PM (EST)

For details please go to:

Open Positions in the NYC / NJ area

Immediate/Temporary/Contract Roles:

Please submit resumes to Rosalie Mirazita –

Project Manager with Business/Data Analyst Experience for NYC Firm,-LLC/jobs/Project-Manager-8b8e4626d9c12775?q=cfs

Executive Administrative Assistant to start ASAP in NYC,-LLC/jobs/Executive-Assistant-3ad98f43a199db83?q=cfs

Bookkeeper for Real Estate Management Firm in Newark, New Jersey

Permanent Roles:

Please submit resumes to Tatiyana Cure –

Senior Internal Auditor, VP with Banking Experience in Rockland County, NY

Assistant Controller for a Law Firm in NYC

Senior Accountant/Assistant Controller for Venture Capital Backed Tech Company in Midtown, NY

Immediate Need: Corporate Paralegal, Portuguese Speaker a MUST for a Law Firm in Midtown, NY

If you also happen to know someone who would be a good fit for any of these roles, please feel free to recommend them over. If they are placed we would award you a cash bonus based on your referral.

We want to constantly keep you in the loop on all new roles that come in, career advice and networking events. Feel free to join our LinkedIn Group to stay informed.

Accounting and Finance Professionals NYC

Have a great weekend and until next time!