Demo

Finance Specialist

Dynamics Executive Search
New York, NY Full Time
POSTED ON 4/28/2025
AVAILABLE BEFORE 5/27/2025

🌟 Ready for the Next Step? Transition Out of Public Accounting into Exciting New Roles After Busy Season! 🌟


Tired of the grind? Exhausted from the long hours of busy season, but still craving the challenge and excitement that your public accounting background provides? The good news: the next chapter of your career can be even more fulfilling, balanced, and dynamic.


At Dynamics Executive Search, we specialize in transitioning skilled public accountants into high-impact roles across Valuations, Corporate Development, Fund Finance, Fund Accounting, and Risk Management within leading investment funds. We understand that after the busy season, you're ready for a change, and we have the perfect opportunities to align with your expertise, offer work-life balance, and let you leverage your skills in new and rewarding ways.


Rebecca Salim, specializes in helping public accountants make the seamless transition to the private sector—she’s the go-to expert for your next career move!


Here’s what you can expect,


Rebecca Salim is all about helping you find the perfect career fit! She takes the time to really understand what matters most to you—whether it's the work, the culture, or growth opportunities—and then presents options that align with your goals, now or in the future. With a knack for guiding public accountants into the private sector, she makes transitions smooth and exciting across all areas of business.


✨ Valuations – Use your sharp financial analysis skills to assess and unlock the value of businesses and investments. You’ll work on complex scenarios like mergers, asset valuations, and financial modeling—all while making a direct impact on your clients’ strategy and growth.

🚀 Corporate Development – Step away from the tax season and dive into high-stakes strategic growth opportunities. In corporate development, you'll get involved in M&As, business strategy, and market expansion—putting your analytical and advisory skills to work in a whole new context.

💼 Fund Finance – After navigating the fast-paced world of public accounting, apply your financial expertise to fund management. You’ll work on fund structures, investor relations, financial reporting, and performance analytics for leading investment funds. Plus, you’ll enjoy the benefits of a more structured, predictable environment.

📊 Fund Accounting – Transition your accounting background into fund accounting, managing financial records for investment portfolios, and ensuring accurate reporting. This is a great opportunity to work closely with fund managers and investors, while gaining exposure to diverse fund structures.

🛡️ Risk Management – Use your attention to detail and analytical skills to assess and mitigate risks within financial portfolios. You’ll be responsible for evaluating market, credit, and operational risks to help clients safeguard their investments and navigate uncertainties.


Why Transition?

  • Escape the Busy Season Burnout: Leave behind long hours and constant deadlines. Transition into roles that prioritize your work-life balance without sacrificing intellectual challenge or growth.
  • Leverage Your Experience in New Ways: Whether you’re deep in tax, audit, or advisory right now, your public accounting experience is the perfect foundation for transitioning into valuations, corporate strategy, fund finance, fund accounting, and risk management.
  • Exciting, Diverse Projects: From working with private equity funds to strategic business valuations, you'll engage in a wide range of projects that keep things fresh and intellectually stimulating.
  • Collaborative, Supportive Environment: Join a team where your insights are valued, and your professional growth is encouraged. We provide mentorship, on-the-job training, and the resources to help you succeed in your new role.
  • Better Work-Life Balance: You’ve earned it. No more late nights during busy season—here, we respect your time and offer flexibility to create a fulfilling career while also enjoying life outside of work.


The Ideal Candidate:

  • CPA, CFA, or similar credentials (or in-prog
  • Public accounting experience (audit, tax, or advisory) and ready for a career transition
  • Strong financial acumen and analytical skills
  • A strategic mindset with an eagerness to grow in a new direction
  • Excellent communication and client-facing skills
  • Ready for a work-life balance that matches your ambition


Your next career adventure starts here!

Ready to make the leap? Leave the busy season behind and step into a fulfilling, exciting career in valuations, corporate development, fund finance, fund accounting, or risk management. Take control of your future—apply now!

đź“© Apply Today!

Dynamics Executive Search - Empowering Your Career Transition with Opportunity and Balance.

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