Strategic Financial Leadership: Driving Success through Expert Guidance

We have proven experience placing CFO’s, Controllers and Finance Directors who make a difference.

In Today’s economic climate, hiring the right financial leader is critical because they can provide stability, strategic guidance, and expertise needed to navigate uncertainties, leverage technology and ensure financial health and success of the organization. Making the wrong choice in this regard can lead to financial instability, missed opportunities, increased areas of risk and even business failure.

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A talented financial executive will give you tools for improved; tools for decision making across organization, contain costs, strategic planning, profitability reporting, owner/shareholder confidence, financial talent retention, etc.

Positions We Fill

  • CFO
  • Director of Finance
  • VP Finance
  • Controller
  • Director of Accounting

Recently Filled Positions

  • SVP HR HealthCare System
  • CEO – Private Med Device
  • CEO – ESOP Distributor
  • CFO – National DSO (PE)
  • COO – Family owned Mfg co.

Tailored Hiring Solutions

We recognize that every client’s journey is distinctive. Whether you are a family-owned business, a middle-market corporation, or a private equity-backed company, our approach is tailored to your specific needs and aspirations. Our suite of services, encompassing both retained executive search and contingent search, is designed to adapt, and evolve with you. Your success is our top priority, and we’re here to ensure you have the right leaders by your side at every step.

Executive Search

When you need trusted assistance for your most crucial strategic hiring needs. We have trusted experience leading you through a step-by-step process to identify, attract and hire executives who will seamlessly integrate and impact the success of your organization.

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Professional Recruiting

When you need broader access to talent. We have recruiting team members focused on providing value added direct hire recruiting services to our client organizations. This gives you access to passive candidates who are not answering job postings.

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Contract Placement

When you need to fill a need immediately. We apply the same careful vetting that we use in direct hire to help clients locate candidates to handle contract, project based or interim needs. Our focus in this area includes finance and accounting, human resources across and project resources.

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Our Process Ensures a Successful Fit Every time (How we Work)

We execute each step of the executive search process with a critical eye. We understand the critical organizational importance of hiring the candidate who will deliver exceptional performance.

1 Discovery


Gain an understanding around the culture, organizational values, and goals. Meet key constituents and understand the desired outcomes for the role.

2 Strategy


Critical for key stakeholders to align around the desired candidate profile. This includes the experience profile and a list of intangibles required for a seamless integration.

3 Recruiting


Tailor the recruiting, attraction & evaluation process to the specific need. Build in key steps in the process, assessment, and stake holder involvement.

4 Present


Execute the research, sourcing and recruiting strategy. Build a candidate pool that involves covering the desired candidate market while narrowing the pool against tangible and intangible requirements updating our clients through this process.

5 Evaluation


Vett the candidate pool and collaborate to develop a short slate of candidates. Incorporate tools and criteria to use through client interview process. Determine final candidate(s) and execute final steps of evaluation.

6 Selection


Facilitate the final decision taking into account all the steps in the process including data points from assessment, references and evaluation process. Assist with the offer, acceptance, resignation and on-boarding process.

Building Your Talent Capability One Talented Leader at a Time

We have expertise to fill the critical needs in departments across your organization.

Client Segments

We are primarily focused on the middle market with companies on average ranging in size up to 500 million in sales. We do a concentration of work with Family-Owned Businesses and Private Equity Owned companies. We have expertise with employee owned (ESOP) and private owned companies.

client segments chart


WilliamCharles has deep and broad experience working across a number of different industries and sectors. Located in Michigan gives us extensive experience with manufacturing and distribution industries. At times, specific industry experience is critical – other times it is better to seek the best talent across industries. We help you navigate those critical decisions.

Case Studies

Hiring a key executive is among the your most critical decisions to get right. We understand the gravity of these decisions and each situation provides a unique set of circumstances. We have a successful track record creating successful outcomes to these seemingly daunting situations.

200 million manufacturer – CFO

Retained by a partial ESOP, partial privately owned, middle-market manufacturer to perform a confidential CFO search. This hire was part of a continued process of upgrading the talent in the C-Suite.

Our Approach
The company is projecting to double in revenue over the next several years and the current finance team is not resourced or performing adequately. Goal is to build a best in class function.

Search resulted in recruitment of a high performing, female CFO to join the executive team and lead the rebuild of the finance function. This process is underway and has already made significant improvements.

Kamps Pallets VP Finance

Retained by a 70% PE, 30% private investor owned, $1B company to find a potential successor to the CFO who plans to retire in 2 years.

Our Approach
Company has quadrupled in size in the past 3 years, through both acquisition and organic growth. Only one member of the current finance team is viewed as a potential successor to the CFO.

Recruited an executive from an adjacent industry to this client. The new person has ramped up quickly and is viewed as a strong contender for succeeding the CFO.

Chief Financial Officer

Newly appointed CEO of large, statewide nonprofit organization retained us to help them find a CFO to help develop a next level financial function. This was a critical step in rebuilding the CEO’s team.

Our Approach
We developed a strong slate of candidates who possessed the necessary skills, industry experience and passion for the mission of this organization. Three final candidates went in front of the leadership stake holders. We helped guide the interview and evaluation and decision process.

We were subsequently retained to help find a CHRO and successfully completed that search as well.

Executive Hiring Guide

Career Guide

Frequently Asked Questions

Let’s Elevate Your Success

Contact us today to discover how WilliamCharles Search Group can strategically elevate your leadership team and drive your organization toward new heights of achievement.

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