Financial staffing & consulting · Lake Mary, FL

Finance and accounting talent for Central Florida companies.

We place interim CFOs, controllers, FP&A consultants, and accounting staff with companies across Orlando, Lake Mary, and the I-4 corridor. Contract, fractional, or direct hire, scoped on one call.

Serving Orange, Seminole, Osceola, Lake, Volusia, Polk & Brevard counties

Illustration of finance professionals talking through a report, shaking hands, and reviewing charts, with downtown Orlando and the Lake Eola fountain behind them

Companies our people have worked with

  • Bain Capital
  • Lazard
  • Merrill Lynch
  • Bank of America
  • Concert Golf Partners
  • The Father's Table

Specialties we staff

  • Illustration of an accountant reviewing a checklist with a calculator and ledger, labeled Accounting
  • Illustration of a finance professional studying a rising bar chart, labeled Finance
  • Illustration of a controller reviewing a checklist and binders, labeled Controllers
  • Illustration of a finance executive reviewing charts, labeled CFOs
  • Illustration of a payroll specialist working with a payroll calendar, labeled Payroll
  • Illustration of an analyst drawing a forecast on a whiteboard, labeled FP&A

Services

Finance and accounting staffing services

From a part-time CFO to a contract accountant for busy season, every placement is scoped around the work that has to get done.

Roles we fill Contract · Interim · Direct hire
RoleHow we engageTypical length
Interim CFOFull-time bridge3–9 months
Fractional CFOMonthly retainerOngoing
ControllerInterim or contract1–6 months
FP&A consultantProject or retainer4–12 weeks
Senior & staff accountantContract or temp-to-hireAs needed
Finance leadership hireDirect-hire searchPermanent
Where it startsOne 30-minute scoping call

Interim & fractional CFO

Senior finance leadership while you search for a permanent CFO, or on a part-time retainer when you're not ready for a full-time one.

Common asks: lender and investor reporting, 13-week cash forecasts, board meetings, budget season.

Controllers & accounting managers

Someone to own the close, the audit, and the team when your controller leaves or the books fall behind.

Common asks: month-end close, audit prep, reconciliations, team supervision.

FP&A & reporting

Budgets, forecasts, and the reporting package your owners or board actually read.

Common asks: annual budget, rolling forecast, Power BI dashboards, location-level P&Ls.

Accounting staff

Contract and temp-to-hire accountants to cover a leave, a busy season, or a backlog.

Common asks: senior and staff accountants, AP/AR, payroll support, bookkeeping cleanup.

Finance projects

Defined projects with a start date, an end date, and a deliverable you can hold us to.

Common asks: books cleanup, accounting system conversions, PE reporting packages, due diligence support.

Direct-hire search

Permanent placement for finance roles, from staff accountant to CFO, screened by people who have held those roles.

Common asks: controller, FP&A manager, accounting manager, CFO.

Our talent

Finance talent for every seat

Finance professionals on our bench, from FP&A leadership to Power BI. Names and full backgrounds are shared with clients after a scoping call.

Available for engagements

Senior Director, FP&A

Has run FP&A since 2016, including budgets, forecasts, and board reporting for a Bain Capital-owned company, where he was a point of contact for Bain Capital and Lazard on buy-side and sell-side transactions. Built and led a finance department with four direct reports, and builds the models and dashboards himself.

  • Annual budgets, rolling forecasts, and long-range plans
  • Board, lender, and investor reporting packages
  • Location-level P&L and KPI analysis for multi-site companies
  • Power BI dashboards and SQL data models built from the general ledger
  • Sponsor and banker point of contact on buy-side and sell-side transactions
  • Building and leading finance teams
Has worked with
Bain CapitalSponsor LazardTransaction advisor The Father's Table Bank of America
FP&A
Since 2016
Leadership
Finance department, four direct reports
Sponsor work
Bain Capital-owned company
Transactions
Point of contact for Bain Capital and Lazard on buy-side and sell-side deals
Industries
Private clubs, food manufacturing, medical practices, real estate
Tools
SQL, Power BI, Excel, Python
Education
MBA, UNC Chapel Hill
Background check
Completed
Available for
Fractional FP&A lead, interim finance director, FP&A projects

Interim CFO

On our bench

A seasoned CFO who steps in full-time while you search, sell, refinance, or restructure.

Experience
15+ years in finance, including a prior CFO or VP Finance seat
Credentials
CPA or MBA
Industries
Hospitality, healthcare, construction, manufacturing
Systems
NetSuite, Sage Intacct, QuickBooks
Handles
Lender and investor relations, 13-week cash flow, board meetings, sale prep

Full-time · 3–9 months

Controller

On our bench

Owns the close, the audit, and the accounting team when the seat is empty or the books have fallen behind.

Experience
8–15 years, starting in public accounting
Credentials
CPA
Industries
Multi-entity real estate, professional services, healthcare
Systems
NetSuite, Sage Intacct, QuickBooks Online, Bill.com
Handles
Month-end close, audit prep, reconciliations, revenue recognition, staff supervision

Interim or contract · 1–6 months

Senior Financial Analyst

On our bench

The hands-on modeler who keeps the budget, forecast, and monthly variance story on schedule.

Experience
4–8 years in FP&A
Credentials
Finance or accounting degree
Industries
Multi-site hospitality, retail, healthcare
Systems
Excel, Adaptive Planning, Power BI
Handles
Budget builds, forecast updates, variance commentary, board deck support

Contract or temp-to-hire

Power BI Developer

On our bench

Turns the general ledger and operating data into dashboards leadership opens every morning.

Experience
3–7 years in BI with finance data
Credentials
Microsoft PL-300 (Power BI Data Analyst)
Data sources
GL, ERP, POS, payroll
Systems
Power BI, DAX, SQL, Power Query
Handles
KPI dashboards, automated month-end reporting, data models, report governance

Project · 4–10 weeks

Illustration of a team reviewing candidate résumés together, with the Orlando skyline, Lake Eola fountain, and observation wheel in the background

How every consultant is vetted

Interviewed by a finance leader

A working session with someone who has run FP&A and led finance teams, not a phone screen.

Two or more references

We check at least two references from previous engagements, including a former manager, before any introduction.

Work sample review

A model, report, or reconciliation they built, walked through line by line.

Education and background

Degrees and work history verified and a background check completed, with consent, before anyone is placed.

When companies call us

The call usually starts with a problem

These are the situations we hear most often, and who we put in the seat for each one.

(Your controller gave notice two weeks before year-end close.)

An interim controller who can run the close and carry the audit.

(The bank wants monthly financials and a covenant compliance report.)

A fractional CFO to build the package and own the lender relationship.

(It's budget season, and last year's budget lives in one person's head.)

An FP&A consultant to build a driver-based budget and forecast.

(New private equity owners want a reporting package in 30 days.)

A finance lead who has built PE portfolio reporting before.

(Close takes three weeks and nobody trusts the numbers.)

A close cleanup project, then the right staff to keep it clean.

(The business has outgrown its bookkeeper.)

A controller-level hire, on contract first or as a direct hire.

How it works

From first call to first day

Every engagement starts with a 30-minute conversation about the seat, the timeline, and what a finished job looks like.

Illustration of the three-step staffing process: discover, match, and hire
  1. Step 1

    Discover

    A 30-minute scoping call on the role, the timeline, the budget, and what a finished job looks like.

  2. Step 2

    Match

    You meet vetted, reference-checked finance professionals who have done this exact work, often within a week.

  3. Step 3

    Hire

    Your consultant or hire starts on an agreed scope, on-site, remote, or a mix of both.

  4. Step 4

    Check-ins

    We stay on the engagement with regular check-ins, so issues surface early.

Industries

Finance experience in the industries that run Central Florida

  • Hospitality & private clubsLocation-level P&Ls, dues and F&B revenue
  • Medical & aesthetic practicesProvider productivity, multi-site reporting
  • Food & consumer productsInventory, COGS, and margin by product
  • Real estate & propertyProperty-level cash flow, lender reporting
  • Professional servicesUtilization, billing, and WIP
  • PE-backed portfolio companiesMonthly reporting packages, budgets, covenants

Work with us

For companies

Hiring for finance?

Tell us the seat, the timeline, and what done looks like. We send people who have done that exact work.

  • Interim and fractional finance leadership
  • Contract accountants for a busy season or a leave
  • Direct-hire search for permanent roles
Request finance talent

For finance professionals

Looking for your next engagement?

We work with CFOs, controllers, FP&A analysts, and accountants who want contract, fractional, or permanent work close to home.

  • Interim and project engagements in Central Florida
  • Fractional roles on a steady monthly retainer
  • Permanent roles with growing local companies
Join the bench

Service area

Serving businesses across Central Florida

Based in Lake Mary, with consultants working on-site and remote along the I-4 corridor.

Illustration of Central Florida business life: a handshake over a growth chart, a meeting with a clipboard, a team at a laptop, vetted candidate profiles, and the Lake Eola fountain with the Orlando skyline

I-4, northeast to southwest

  1. Daytona Beach
  2. DeLand
  3. Sanford
  4. Lake MaryHome base
  5. Altamonte Springs
  6. Winter Park
  7. Orlando
  8. Kissimmee
  9. Lakeland

Also serving Oviedo, Winter Springs, Longwood, Maitland, Apopka, Winter Garden, Clermont, Deltona, St. Cloud, and Melbourne, across Orange, Seminole, Osceola, Lake, Volusia, Polk, and Brevard counties.

FAQ

Common questions

What's the difference between interim, fractional, and contract help?

Interim means full-time in the seat for a set period, usually while you hire. Fractional means part-time on a monthly retainer, with the same person every month. Contract means a defined role or project, such as covering a leave or cleaning up the books.

Do you work with small businesses?

Yes. Clients range from owner-run companies that have outgrown their bookkeeper to private-equity-backed companies with dozens of locations.

How fast can someone start?

Contract and interim roles can often start within one to two weeks of the first call. Direct-hire searches take longer because the hire is permanent.

Are consultants on-site or remote?

Either. Most engagements around Orlando mix on-site days with remote work, based on what the role needs.

How is pricing set?

Projects are quoted hourly or as a fixed fee. Fractional work runs on a monthly retainer. Direct-hire searches use a placement fee. Every engagement is scoped and quoted before it starts.

I'm a finance professional. How do I join your bench?

Use the form below and choose "I'm a finance professional." Include your specialty, your availability, and whether you want contract, fractional, or permanent work.

Contact

Tell us about the seat you need to fill

A short note is enough. We reply within one business day to set up a 30-minute scoping call.

Email Phone (321) 382-0796

Based in Lake Mary, Florida. Serving Orange, Seminole, Osceola, Lake, Volusia, Polk, and Brevard counties.

Illustration of a scoping conversation between two professionals at a table, with the Lake Eola fountain and downtown Orlando through the window
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