Executive Search

Finance Leadership You Can Bet The Quarter On

CFOs, finance directors, risk and compliance leaders and fintech operators for companies scaling in or relocating to Greater Phoenix.

Retained, founder-led, and deliberately limited in volume so your mandate is never the one that gets the junior treatment.

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Retained

Full commitment on both sides

3–4

Finalists, not a long list

Limited

Few mandates open at any one time

What we do for you

How we help you hire in financial services & fintech

Greater Phoenix has become a genuine option for financial services and fintech employers: a lower cost base than California, a deepening technology workforce, and a quality of life that makes relocation conversations easier. What has not caught up is the depth of local senior finance talent — which is exactly the gap we work in.

We recruit CFOs, finance directors, VPs of risk and compliance, fintech operations leaders and board-level advisors. These are small, high-consequence searches. The people you want are employed, guarded, and reachable only through a credible introduction from someone who can discuss capital strategy, audit readiness and regulatory exposure in their own language.

We take a limited number of these mandates at a time, and only where our network genuinely reaches your market. If we are not the right partner for a search, we will tell you at the first conversation rather than six weeks into it.

How engagements work

Retained executive engagements with milestone-based fees agreed before the search opens, scoped to the seniority and complexity of the mandate, and backed by a replacement guarantee on the placed executive.

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Why it matters to you

What is at stake when you hire

A finance leadership mistake is not a staffing problem — it is a capital problem. A CFO who cannot get audit-ready financials out on time, or a compliance leader who misses a regulatory shift, can stall a funding round and cost you board confidence that takes years to rebuild.

The people who prevent that are not applying. They are in conversations with investors, board members and search partners they already trust. A generic outreach message is screened out in seconds; a credible, well-briefed approach gets a reply.

If you are expanding into Arizona, the first senior finance hire sets the tone for everything after it. Get it right and the expansion accelerates. Get it wrong and you spend the next year questioning the decision to move at all.

Our approach

How we run a financial services & fintech search

Every engagement is retained and starts with a business review: your stage, capital strategy, regulatory profile, systems, and the specific problem this leader solves in year one. That becomes a written mandate and the scorecard every candidate is measured against.

Outreach is targeted, never broadcast. In a pool this small, a scattergun approach damages your brand. We identify the ten to fifteen people who genuinely fit, approach them through credible channels, and bring you three or four finalists worth your time.

Assessment goes deeper than the interview. Structured behavioural interviews, references beyond the named list, and direct examination of capital strategy, board reporting, audit readiness and team scaling. We stay close through offer and the first ninety days, when the founder-CFO relationship is tested hardest.

Roles we place