BH Financial™ Case Study
Supporting a Rapid Financial Leadership Transition with Our Dedicated Resource Solution
Challenge
Our client, a regional, multi-specialty pediatric group dedicated to improving the health of children and families, suddenly and urgently needed a qualified finance professional who could seamlessly step into the vacant finance director/controller role. Their primary concern was to ensure continuity in financial operations, especially the critical month-end closing process. Our client was also committed to maintaining budget constraints while addressing this urgent staffing requirement.
Solution
Beacon Hill Financial’s engagement with this client was initiated with a proactive cold call to their human resources director. We identified them as a potential client and nurtured this connection over two months. A month before the finance director’s departure, we submitted a resume anticipating their potential staffing needs, demonstrating our strategic planning and proactive approach.
The finance director’s sudden departure prompted the client to contact us urgently on a Thursday. With only a clerk remaining in their finance department, the role of finance director/controller was now vacant, and the need for immediate action was evident. Our swift response to this urgent situation was a testament to our commitment to our clients.
Recognizing our client's need for continuity in financial operations, particularly the month-end closing process, we identified our dedicated resource solution as the ideal fit. It would empower our client to bridge the gap quickly without compromising on quality or efficiency.
We presented a highly qualified candidate to the client on Friday, and our client wasted no time conducting interviews the following Monday to assess the candidate’s compatibility. Our candidate’s fit with our client was apparent during the interview, and he began his role as the interim finance director/controller the following Tuesday, ensuring the seamless continuation of critical financial operations.
Achievements
Through our strategic approach and the application of our dedicated resource solution, we successfully addressed our client’s immediate and critical staffing needs. The candidate we presented seamlessly transitioned into the finance director/controller role while ensuring business continuity. By acting swiftly and providing the client with a highly qualified candidate, we helped them navigate a challenging transition period and maintain financial stability within budgetary constraints.
We are also happy to report that our client was so pleased with our candidate that they converted our dedicated resource to a permanent employee. Unlike many competitors, our dedicated resource program offers a flexible and transparent pathway to transition our dedicated resources into internal full-time equivalent (FTE) employees, further illustrating our program’s benefit and long-term impact to our clients.
