Shelby Fredericks’ Post

Big 4 Friends - audit and tax. With Senior Promotions flooding my timeline - just wanted to extend congratulations. You've worked long (some nights, very very long) for it, and it will all pay off. As we get into July, don't hesitate to reach out if wanting to get a feel for possible paths outside the world of public accounting. A handful of opportunities in for you right now, here are just a couple - always happy to connect. Looking for 1.5-5 year driven, big 4 candidates who want to have an impact. 1. The first is with a top tier fund here with offices right in Manhattan. This is an analyst role working on their BDC funds. They’ve grown $30B in assets under management over the last 2 years. They are looking for someone at your level to come in and join their already impressive group. The positions are dynamic, strategic, analytical and add value to the company. 2. The second is with a family office (all athletes work here, super high energy and exciting time for them) is still in its foundational stage, with a significant private Portfolio, various Private Equity & Hedge Fund investments, in addition to running an operating business. This role is looking to give someone with your background that is wanting their next role to get them broad exposure / a more all-encompassing role – accounting, tax, strategy and operations. 3. The third is with an extremely successful hedge fund year to date in 2024. They are building out the team here, and we have placed a few people with them which has offered us some really great insight into their culture and environment there. This is like an opportunity to join Apple before it became the Apple it is now. Look forward to being your teammate - be it passively, or actively :) sfredericks@atlassearchllc.com

8-15 Year VP Internal Audit Search -- the hire here is likely a strong internal auditor at a Real Estate Firm, or REIT. NYC - VP of Internal Audit with a highly reputable Fund here in Manhattan. Compensation is a base range of approximately $180k-$220k. Must have 8-15 years pub or private internal audit, real estate experience is a plus. This role is VP of Internal Audit, covering their US property businesses. This position is responsible for managing significant risk exposures, monitoring financial reporting, safeguarding company assets, and ensuring compliance with laws and regulations related to these businesses. This hire will be managing a team of four and reporting directly to the Head of Audit for their real estate division. Fit the mold? Sfredericks@atlassearchllc.com

Huge Opportunity for someone coming out of the Big 4 who is looking for a more broad-scope/all-encompassing role and not be siloed to just accounting or tax, typical journal entries/tax prep role. Small team who's founder is the founder of a 30 year, $30B+ AUM Hedge Fund. The Family Office is still in its foundational stage, with a significant private/public Cannabis Portfolio, Real Estate Development Portfolio, various Private Equity & Hedge Fund investments, in addition to running an operating business. A true seel-all / do-all role for someone who wants to wear a lot of hats and learn a ton across the accounting, finance, and tax strategy realms. Great mentorship here - reporting directly to the Controller (who is phenomenal, and former collegiate athlete). If you are a 2-5 year CPA in audit or tax out of the Big 4 and looking for a place where you will grow, and have a ton of exposure to leadership - let me know when works best to connect. 90-110k base + 10% bonus Sfredericks@atlassearchllc.com

**Hartford Opportunities** Multiple needs (2-20 years of experience) with an international life insurance group with a proven track record and strong financial position with over $120 billion in assets under management. Comps range from 75k base - 200k base (dependent on level). They have done a number of reinsurance deals over the past few years and continue to make a splash in the space. High exposure, tons of opportunity to be involved in new initiatives for the firm as they expand. If you are in the Hartford area and are looking to move out of public accounting or are already in-house and are looking for your next growth opportunity don't hesitate to reach out. Sfredericks@atlassearchllc.com

Big role. New position ** Financial Controller Opportunity for candidate with 8-17 years of experience with a premiere global investment bank & advisory firm. They specialize in in strategic advisory, M&A, restructuring, special situations, and fundraising services to corporations, financial sponsors, institutional investors, and asset managers. In office 4x a week. Lean team supporting their revenue finance, lots of special projects, working with very smart people, good with allowing individuals to take on as many special projects of things they're genuinely interested in. 3 Options for backgrounds they are looking for: Most preferred: Combo Candidate (started in public accounting and is now in-house) 2nd preferred: Straight private performing Controllership duties in financial services firm (fund or bank) 3rd background: Straight Big 4 with banking clients/ FS clients (audit managers, senior managers) Any technical accounting, SOX, revenue Recognition (ASC 606) experience will be great here. Comp $$: 180-225k base Bonus $30-75k Comp:

1-3 years in the Big 4 and working on financial services clients?! Sending out the Bat call here! Management company accountant opportunity at a (consistently) top performing Hedge fund here in NYC. Opportunity to join a team that sits at the heart of their financial operations, handling financial reporting, budgeting, cash flow management, forecasting, and data analysis for our management companies. These activities are crucial for informing top-level business decisions. If any interest here, reach out! Sfredericks@atlassearchllc.com Comp: 75k-115k base range + bonus

Happy May. Let's go CATS

Audit Senior Managers...this is your moment. Having second thoughts on Partner? Or current SEC Reporting Managers looking for a new role, reach out. This is a Hot-to-Interview job right now. Senior Manager/Director of SEC Reporting for a fast growing technology company working with blockchain applications, artificial intelligence, machine learning, and other compute-intensive tasks. They have grown over 50% in the last 6 months and have no signs of stopping. They currently have offices in Roseland, NJ and Philadelphia with the NYC office opening in the summer and the San Francisco office coming soon. Coming in early as the Senior Manager of SEC Reporting at this stage is a huge opportunity to start and manage an IPO and in building a team. Working with the CFO and the Director of Investor Relations, you will help craft the company's equity story as a part of the future IPO. Comp 150-300k base range + bonus. Sfredericks@atlassearchllc.com

Hot VP Fund Controller (8-15 year candidate) Opportunity with multi-billion $$ BDC/ Credit Fund platform in NYC. They are looking for a #2 to the Managing Director of Accounting who is responsible for all of their public funds. This role will report directly to the MD and have an indirect reporting line to the CFO. It will also interact with the Deal Team and Investor Relations on a daily basis. This Fund has grown tremendously since inception and this an important need to the production of the teams financials. This position will directly oversee 2 people in fund accounting in the US and will be responsible for all fund accounting and controllership functions, in addition to process and improvement enhancements. They are looking for someone who wants to take ownership of the role. Competitive compensation, strong benefits package, and a great runway growth. It can sit in NYC or Miami. They are in the office 4 days a week and offer 1 week from per quarter. Comp 175k base - 225k + 40-60k target bonus range. If you are at a large public accounting firm working on publicly traded FS clients, or began career in public and now are in an Assistant Controller, or Controller capacity and are interested in touching base I'd love to hear from you. Sfredericks@atlassearchllc.com