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In financial services, accounting and finance roles often sit at the intersection of investment activity, operations, regulatory requirements, investor reporting, liquidity, and strategic decision making. The best candidates understand both the numbers and the business model producing them.
Ramax recruits across front-office-aligned finance, middle-office control functions, and back-office accounting infrastructure, with searches ranging from highly specialized individual contributors to senior finance leadership.
Our approach begins with the role the function plays inside the organization, then maps the talent market around that need.

A controller at a hedge fund, private equity firm, RIA, bank, family office, or asset manager may operate in a very different environment. Fund structures, products, reporting requirements, systems, investor demands, regulatory obligations, and team design all affect what success in the role actually requires.
That is why Ramax does not treat accounting and finance recruiting as a generic functional search. We look at the financial services context around the role and the type of experience that will translate effectively into the client’s environment.
Senior finance leaders who can oversee reporting, controls, teams, infrastructure, strategic finance, and the evolving needs of the business.
Fund controllers, fund accountants, financial reporting, NAV oversight, valuation support, and professionals experienced with complex investment structures.
Professionals supporting planning, forecasting, liquidity, capital, management reporting, budgeting, and strategic decision making.
Specialists across tax, valuation, technical accounting, policy, controls, and other disciplines where financial services experience can be critical.
Our completed search experience has included finance mandates across very different financial services environments, including:
Ramax supports individual searches and broader finance team buildouts across financial services. Our practice areas are specific, but not every mandate fits neatly into a category. We are always open to discussing a specialized search where our experience and recruiting process can add value.
Understand the FunctionWe learn how finance is structured, what the role owns, who it supports, and what management expects the person to accomplish.
Map the Right BackgroundsWe identify which firms, products, structures, and experiences are most likely to translate successfully into the mandate.
Stay Close to the SearchFor finance appointments, we separate preparation from review and ownership across fund reporting, the management company, treasury and external providers.
Finance professional considering your next move? Explore current opportunities or contact Ramax for a confidential conversation.
Financial Services Market Intelligence | How We Work | Hiring Manager Resources | Completed Searches
Start with the gap in the business. Is it financial leadership and planning, ownership of accounting and controls, fund reporting, treasury, tax, valuation or a combination? Then look at what the existing team and outside providers can realistically support.
A title should reflect the responsibility and authority of the position. A controller can have substantial leadership responsibility, and a CFO can remain deeply involved in reporting. We help define the work before narrowing the candidate market. Our article on evaluating a fund CFO through the questions they ask offers one example of that approach.
We look beneath the sector label. The relevant questions include which fund vehicles and products the candidate supported, the complexity of reporting and valuation, how responsibilities were divided with administrators and auditors, and what the person actually owned.
A private credit platform, a hedge fund and a wealth manager may share accounting needs while requiring different experience. Some skills transfer readily; others require direct exposure. Our perspective on private equity finance hiring beyond fund accounting illustrates why the operating context matters.
Yes. Our accounting and finance work includes experienced specialists, managers and senior leaders. A search may involve one fund accountant or reporting professional, a controller, a CFO, or several hires as a platform grows. We discuss how each position fits the team rather than assuming every need is an executive search.
Our broader work spans hedge funds, private equity, private credit and other financial services businesses nationwide. Location, relocation, remote and hybrid arrangements depend on the role and the firm’s requirements.
Compare actual responsibilities, firm type and size, location, team structure and the base, bonus and longer term award mix. Two people with the same title can have very different mandates. A national figure alone can hide those differences.
Use our compensation by function and regional compensation references as broad starting points. For a specific hire or a concern about your existing team, start a conversation with Ramax. We can discuss which comparisons are relevant and where more information is needed.
Ramax recruits CFOs, controllers, fund accounting leaders, FP&A professionals, treasury, tax, valuation, financial reporting, and other specialized finance talent.
Ramax supports asset managers, private equity and private credit firms, hedge funds, banks, wealth managers, family offices, and other financial institutions.
Fund structures, products, valuation methods, reporting obligations, investor requirements, systems, and regulatory expectations vary significantly. Relevant industry experience often determines how quickly a new hire can contribute.
Share a few details about the role, team, or talent need. Ramax will review the mandate and follow up directly.
Whether the need is leadership, fund accounting, reporting, treasury, tax, valuation, FP&A, or a specialized finance mandate, Ramax can help define the relevant market and identify the people worth pursuing.