After BSG placed this private equity firm's CFO and its Assistant Controller was later promoted, the client asked TalentBench to find a Senior Accountant. We identified more than 300 prospects, presented six qualified candidates, and the client hired an accountant who fits today's needs and can grow with the portfolio.

Who is the client?

Our client is a private equity and project finance firm, founded in 2017, that invests in sustainable infrastructure and decentralized low-carbon assets. The firm funds smaller-scale, distributed climate and sustainability projects across energy, food, water, waste and transportation, which traditional project finance often overlooks. Its team combines corporate equity and project finance in a single model and supports portfolio companies with execution, permits and contracts.

Why did the client come back?

Our parent company, BSG, had completed a CFO search for the firm, followed by an Assistant Controller search. When the Assistant Controller was promoted, the client asked us to find a Senior Accountant to fill the open seat.

What did the role require?

The Senior Accountant manages the financials and reporting for the management and holding companies, oversees the firm's accounting activities, and develops financial strategies and recommendations for leadership. The client needed private equity experience and month-end close expertise, ideally with a CPA or international tax background. The role is remote, ideally in the Eastern time zone.

How did TalentBench run the search?

1. Deep research: Our research team identified more than 300 potential prospects in the target geography.
2. Rigorous screening: We assessed those prospects, contacted the best candidates, and screened those who were interested.
3. Focused shortlist: We narrowed the field to 10 solid prospects and presented 6, with interview notes and recommendations.
4. Client-involved referencing: The client met the candidates with the right background and culture fit, and we ran an extensive referencing process with the client joining the calls.

What was the outcome?

• 300+ potential prospects identified
• 6 qualified candidates presented to the client
• 3rd finance search for this client across BSG and TalentBench

The client's leadership team hired a Senior Accountant who meets the firm's current needs and has the potential to take on more responsibility as the portfolio grows. We look forward to collaborating with this client again, in partnership with BSG.

Frequently asked questions

What does a Senior Accountant do at a private equity firm?

They manage the financials and reporting for the firm's management and holding companies, run the monthly close, and give leadership financial recommendations.

Does TalentBench recruit for private equity firms?

Yes. TalentBench recruits finance and accounting professionals for private equity firms, often alongside BSG's executive searches for the same clients.

How is TalentBench related to BSG?

TalentBench is part of Boston Search Group (BSG). BSG handles executive searches, such as this client's CFO, and TalentBench supports the broader team.

How many candidates were presented for this role?

More than 300 prospects were identified, 10 were shortlisted, and 6 were presented to the client.