Industry Expertise

Finance & Accounting for Asset & Wealth Management

Beacon Hill Financial partners with asset managers, RIAs and wealth management firms to deliver finance and accounting professionals who understand the industry’s regulatory, reporting and operational requirements. From fund accounting to client reporting our experts help firms manage growth, maintain compliance and achieve consistent financial performance.

Related Practice Areas

Financial Planning and Analysis

We deliver FP&A professionals who turn financial data into insight through forecasting, analysis and reporting that support confident, informed decision-making.

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Three professionals stand in a modern office reviewing financial reports on a tablet and clipboard, discussing budgeting, forecasting and financial performance as part of financial planning and analysis.

Treasury and Cash Management

From cash flow to banking strategy, we deliver treasury professionals who optimize liquidity and financial operations.

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Close-up of a person writing in a notebook while reviewing financial charts and documents related to treasury and cash management on a wooden desk.

Precision Hiring for Asset & Wealth Management Finance Roles

We connect firms with finance and accounting talent who bring deep experience in investment operations, performance reporting and compliance management. Whether you need an interim analyst or a permanent controller, our professionals bring the expertise and precision needed to protect assets and improve transparency.

Partnerships that Strengthen Financial Operations

We build trusted relationships with asset and wealth management firms through consistent delivery, deep industry knowledge and finance professionals who align with your long-term objectives.

448,362

pre‑screened, qualified financial experts

744

consultants working weekly in 2024

< 48 Hours

average time‑to‑fill for financial roles

A professional analyzing data and financial reports, representing consulting and analysis in financial services.

Industry Spotlight

Finance & Accounting

At Beacon Hill Financial, we partner with financial institutions to deliver exceptional finance and accounting talent—from banking and fintech to private equity and regulatory compliance. Our consultative approach helps clients navigate complex markets, maintain regulatory integrity and drive strategic growth. Whether you need interim consultants, permanent hires or executive leaders, our nationwide network of specialists ensures you get the right people, every time.

How We Deliver Finance Experts for Asset & Wealth Management

Our collaborative process ensures every engagement aligns with your firm’s financial strategy. We deliver finance professionals who combine technical skill, compliance expertise and a deep understanding of investment operations.

Contract

Flexible resourcing for reporting cycles, audits or compliance initiatives.

Contract-to-Hire

Evaluate technical skill and team fit before making a long-term hire.

Direct Hire

Strategic recruitment for experienced controllers, analysts and compliance leaders within asset and wealth management firms.

We Are Solutions Driven

Every challenge is an opportunity for innovation. Discover how our customized solutions help organizations move forward.

Why Partner With Beacon Hill

I have been working with this company for a few years and have never had any issues. A very positive experience even thru the pandemic.