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Trifecta · Finance

CFOs and the people they trust.

Controllers, treasury, FP&A, audit, tax. We place the senior finance leaders who build the function, not just fill the seat — for high-growth and middle-market companies, PE portfolio cos, and family offices.

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128
Finance placements since 2014
94%
Retention at 24 months
36d
Median time-to-offer
2
Partners — both former CFOs
Roles we recruit

From the CFO to the senior controller.

Executive finance

  • Chief Financial Officer
  • VP Finance
  • Head of Investor Relations
  • Treasurer

Planning & analysis

  • VP Financial Planning
  • Director of FP&A
  • Head of Strategic Finance
  • Senior FP&A Manager

Accounting & audit

  • Senior Controller
  • Director of Tax
  • VP Internal Audit
  • SEC Reporting Manager
Case study

A pre-IPO CFO, on a 90-day clock.

A late-stage SaaS company filed confidentially and realized their CFO was not the right fit for public markets. The board needed a replacement before the S-1 amendment — about 90 days.

Our partner, a two-time CFO, ran a tight, parallel-track search of 26 IPO-experienced candidates. Three finalists. Offer accepted on day 47. The CFO led the company through pricing six months later.

“They didn't sell us a candidate — they sold us a thesis on the role.”
— Lead Director, public-market SaaS

Hiring in finance?

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