Call or text 262-893-1523 or email marc@mdmrecruitingllc.com.
I place finance and accounting professionals at professional and financial services firms across Wisconsin and northern Illinois. Banks and credit unions, insurance carriers and agencies, wealth and asset managers, and the accounting, law, and consulting firms that serve them. When your business runs on numbers and trust, the finance hire has to be someone who gets both.
Hiring internal finance talent for a firm whose product is already financial is a different problem than hiring for a manufacturer or a retailer. The bar is higher, the regulatory backdrop is real, and the people you bring in have to be credible in a room full of other finance professionals. That is the search I run here.
Why hiring finance talent for this industry is different
At a financial services firm, the accounting is rarely simple. You may be dealing with regulatory reporting, trust or client fund accounting, complex revenue recognition, or the kind of audit and examination scrutiny most companies never face. A controller or analyst who has only worked in a straightforward operating business can struggle with that complexity, and it shows up fast.
There is also a credibility question. Your finance hires often sit across from partners, examiners, board members, or clients who are themselves sophisticated about money. They need to be accurate, buttoned up, and able to hold a serious conversation about the numbers. I screen for that poise, not just the technical checklist.
The kinds of firms I work with
I recruit for community banks and credit unions, insurance carriers and independent agencies, registered investment advisors and wealth managers, and professional services firms in accounting, law, and consulting. Southern Wisconsin and northern Illinois have a deep bench of these firms, from long established regional players to growing shops that are professionalizing their finance function for the first time.
Whether you are a bank that needs a stronger controller, an insurance agency building out FP&A, or an advisory firm that has outgrown its bookkeeper, the pattern is the same. You need someone who understands the regulated, detail heavy world you operate in, and who your clients and examiners can trust.
The roles I fill in financial services
The finance and accounting seats I recruit for translate directly into this industry. Controllers and assistant controllers who can handle regulatory and trust accounting. CFOs and VPs of Finance who can speak to a board or an examiner. FP&A analysts who can model a book of business or a loan portfolio. Accounting managers and senior accountants who keep a clean, audit ready set of books. Each search is built around the specific demands of your firm.
The kind of hire this matters for
This matters most when the stakes of a bad hire are high. A weak controller at a bank or a sloppy accountant at an RIA is not just an internal headache, it is a regulatory and reputational risk. When you need someone who is both technically sharp and genuinely credible in a financial services setting, that is the search I am built for.
Hiring finance talent for a financial services firm? Let’s talk about it.
Tell me about the firm and the role, and I will tell you honestly whether I can help and what a realistic search looks like. No pressure and no obligation.
Call or text 262-893-1523 or email marc@mdmrecruitingllc.com.