Finance hiring guides & practical insights

Hiring decisions, role comparisons, cost guides and practical tools for finance and investment teams.

PE 100-Day Plan: Who Will Do the Finance Work?

Build the finance capacity behind your PE 100-day plan. Compare roles, test review time and define the first assignment. Includes a staffing planner.

M&A analyst or associate? Identify the execution bottleneck, define workstream ownership and assess the experience your deal team needs.

Know when to hire a healthcare financial controller, define ownership of the close and build reporting your CFO can use.

Use 30, 60 and 90 days to review context, repeatability and growing ownership. Adjust the plan to the role and completed work cycles.

Define shared working hours around management, client calls and review deadlines. Match overlap to the responsibilities of your finance role.

Review sources, reasoning and open decisions. Give specific feedback and make clear when a finance output is ready, returned or accepted.

Start with a meaningful, detailed finance assignment. Expand responsibility through reviewed cycles as the professional learns your business.

Set a weekly one-on-one, a weekly team meeting and a quarterly improvement review, with useful updates and clear actions between conversations.

Compare provider-led delivery with an accountant or analyst who joins your team. See who manages the work, owns the handoff and reviews the result.

Define VC investor reporting responsibilities across the fund, analyst and administrator. Keep data collection, accounting and release review clear.

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