Companies We Work With
Software & Technology
Financial Services
Banks
Investment Banks
Private Equity, Venture Capital (VC), Hedge Funds
Pension Funds, Mutual Funds
Family Offices & Trusts
Insurance Companies
Payments
CryptoCurrencies
Consulting & Industry
Advisory Consulting
Partner, Principal, Managing Director, Director (Sr. Manager), Manager, Senior, Associate
- Banking Regulatory Risk, Compliance, and Reporting
- Buy Side/Sell Side Regulatory Risk, Operational Compliance, & Reporting
- Strategy & Strategic Project Management
- Operational Program/ Project Management – Systems, Compliance, M&A
- Operational Risk Consulting & Governance, Enterprise Risk Management (ERM), Enterprise Risk Governance (ERG)
- Risk Transformation – Change Management
- Audit & Attestation – Financial & IT (SOC)
- Tax – International, Federal, SALT
- Structured Finance
- Business Intelligence, Data Automation
- IT Security
Publicly-Traded Companies
Publicly-Traded Corporations must meet on-going reporting requirements and audits to ensure investors are informed and protected, requiring back-office operations support
- Accounting & Finance
- Human Resources
- Regulatory Compliance & Reporting (SEC and Industry-Specific Compliance)
- Audit (Financial, Operational, IT) & Attestation
Privately-Held Companies
Privately-Held Corporations that require back-office operations support
- Accounting & Finance
- Human Resources
- Regulatory Compliance & Reporting (SEC and Industry-Specific Compliance)
- Audit (Financial, Operational, IT) & Attestation
International Companies
International Companies that are looking to open new offices and headquarters in the United States (US) and other countries, that are looking for native speakers to recruit local individuals with location-specific subject matter expertise (SME)
Software & Technology
Software-as-a-Service (SaaS)
- SaaS companies are typically high-growth companies due to the recurring revenue model.
- SaaS Companies typically start out with a founder/CEO or a few leaders who are responsible for Sales, Software/App Development, and Website/Product.
As they grow, they hire leaders to grow teams and functions:i.e.
- VP of IT (Developers/Software Engineers, DevOps, SREs)
- VP of Sales (Lead Gen, Outbound, Inbound)
- Chief Marketing Officer (Website, Digital Traffic, SEO, Social Media)
- Compliance Officer/Legal Counsel
- Accounting & Finance (AP, AR, Tax, Financial Reporting, Financial Compliance, Forecasting)
- Human Resources (Recruiting, Administration, People)
- Customer Support (Help Desk)
- Customer Success / Community (Account Manager, Community Manager)
Financial Technology (FinTech)
FinTechs grow similiarly to SaaS companies, but in addition to the progression of hiring Sales and IT leadership, they also need strong SME(s) for Legal & Compliance.
i.e.
- Core Banking
- Banking Regulatory Compliance
- Payments
- CryptoCurrencies
- Blockchain
- Financial Exchanges
- APIs
- Data Analytics
Blockchain
Blockchain
Data Analytics
Data Analytics
Financial Services
Banks
Banks
- Banking Regulations Compliance & Reporting
- Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Know Your Customer (KYC), Sanctions
- Dodd-Frank
- Credit & Capital Risk Compliance
- Foreign Account Tax Compliance Act (FATCA)
- Core Banking
- Real-Time Payments
Buy Side
- Buy Side – Hedge Funds, Private Equity, Venture Capital, Asset Management, Pension Funds, Mutual Funds, Endowment Funds, Family Offices, Trusts, Insurance Companies, Retail Investors
Typical Roles
- Financial Analysts (Associate->Partner)
- Regulatory Reporting & Compliance Officers
- Reporting Specialist & Surveillance
- Project Management (Pre & Post M&A)
- General Counsel
- Accounting & Finance
- HR
Sell Side
- Sell Side – Investment Banking, Commercial Banking, Broker-Dealers, Market-Makers
Typical Roles
- Financial Analysts (Associate->Partner)
- Regulatory Reporting & Compliance Officers
- Reporting Specialist & Surveillance
- Project Management (Pre & Post M&A)
- General Counsel
- Accounting & Finance
- HR
Payments
Payments
CryptoCurrencies
CryptoCurrencies
Financial Exchanges & DEXs
Financial Exchanges & Decentralized Exchanges (DEXs)