Levo Resources

It’s Wednesday ?? let’s get accountants hired!

Definitely Paul Barnhurst

One of the best qualities from effective recruiters? Candidate Advocacy. Yes, a lot of recruiting jobs are looking at resumes, talking to candidates, asking questions, and hiring folks (and a million more things, this is just a few). But, one of the most overlooked qualities is actually ADVOCATING for candidates. Championing their experience. Sharing why they are a good fit for the role to the hiring team. The job search is hard enough as it is. Lack of responses, overwhelming applications, exhausting interviews, ghosting at every stage. So, let's remember to prioritize the most important part of the hiring process: Treating people like people.

?????????????????? ?????? ?????? ????????????: ?????? ???? ?????? ???????? ?????????????????? ?????? ?????????????? ???????????????????? ?????????????? ?????????? With over a decade of experience in leadership, management, recruiting, and finance, I’ve seen firsthand how technology continues to redefine the financial industry. In investment banking, AI and data analytics are not just trends—they’re transformative forces that are reshaping roles, skills, and the future of the sector. Here’s how these technologies are revolutionizing investment banking and what professionals need to do to stay ahead. Throughout my career, I’ve observed how investment banking has evolved from traditional deal-making and analysis to a more tech-driven approach. AI and data analytics are now integral to everything from predictive modeling to decision-making and client interactions. 1. The Rise of AI-Driven Decision Making AI is revolutionizing decision-making processes in investment banking. By analyzing vast amounts of data in real-time, AI algorithms can identify trends, predict market movements, and provide actionable insights that were previously impossible to achieve at such speed and accuracy. 2. Enhancing Client Relationships with Data Analytics Data analytics is enabling investment bankers to offer more personalized and targeted advice to their clients. By analyzing client data, bankers can gain deeper insights into client needs, preferences, and behaviors. 3. Automating Routine Tasks for Greater Efficiency AI and data analytics are automating many of the routine tasks that traditionally consumed significant time and resources in investment banking. From data entry to report generation, these technologies are freeing up bankers to focus on higher-value activities, such as strategic planning and client advisory. 4. Developing New Skills for a Tech-Driven Future As AI and data analytics continue to shape investment banking roles, professionals will need to develop new skills to remain competitive. This includes not only technical skills, such as programming and data analysis but also the ability to interpret and apply data-driven insights in a strategic context. The future of investment banking is being shaped by AI and data analytics, and the roles within the industry are evolving accordingly. Professionals who embrace these technologies, develop relevant skills, and approach their work with an ethical mindset will be well-equipped to navigate the changes ahead and drive success in their careers. How are AI and data analytics impacting your role in investment banking? Share your thoughts and experiences below—let’s explore how we can continue to adapt and lead in the era of AI-driven finance. #InvestmentBanking #AIInFinance #DataAnalytics

?????????????????? ?????? ?????? ??????: ?? ???????????????? ?????? ?????? ???????? ???????????????????? ???????????????? With over a decade of experience in leadership, management, recruiting, and finance, I’ve seen how professionals who hold both CPA and CFA designations stand out as uniquely qualified in the field of risk management. Combining the deep technical knowledge of a CPA with the analytical and strategic expertise of a CFA creates a powerful skill set for managing financial risks, advising on investments, and driving organizational success. Throughout my career, I’ve worked with professionals across finance who possess either a CPA or CFA. While each certification brings its own strengths, I’ve consistently observed that those who combine both are often the go-to experts in risk management. The CPA designation provides a thorough understanding of accounting, auditing, and regulatory compliance, while the CFA focuses on investment management, financial analysis, and strategic decision-making. 1. Mastering Financial Reporting and Analysis A CPA’s expertise in financial reporting is crucial for understanding the core financial health of an organization. Add in the CFA’s proficiency in financial analysis, and you have a risk management advisor who can both assess financial statements with precision and provide in-depth investment insights. 2. Deep Knowledge of Regulatory Compliance and Investment Strategy The CPA designation equips professionals with the tools to navigate ever-changing regulations and ensure compliance, a critical component of risk management. On the other hand, the CFA’s deep understanding of investment strategies enables risk management advisors to assess market trends, portfolio risks, and investment opportunities. 3. Navigating Complex Financial Markets Holding both CPA and CFA designations gives risk management advisors a significant advantage when navigating complex financial markets. While the CPA ensures strong technical accounting knowledge, the CFA brings the ability to evaluate market conditions, assess portfolio performance, and make informed investment decisions. 4. Leadership in Risk Management Strategy Combining these two certifications demonstrates not only technical expertise but also leadership in risk management. CPAs bring attention to detail, accuracy, and compliance, while CFAs offer forward-thinking insights and strategic foresight. As risk management continues to evolve, the demand for professionals with both CPA and CFA certifications will only increase. This powerful combination equips advisors with the skills needed to navigate regulatory changes, assess financial risks, and provide strategic guidance in an increasingly complex financial landscape. Do you hold both CPA and CFA certifications, or are you considering pursuing them? Share your thoughts and experiences below—let’s explore how this powerful duo can continue to drive success in the world of finance.

???????????????? ??????????-???????????????????? ?????????? ?????? ?????????????????? ???????? ???????????????????? With over a decade of experience in leadership, management, recruiting, and finance, I’ve learned that effective risk management requires more than just a strong risk department—it demands collaboration across all functions of an organization. Here’s how building cross-functional teams can enhance your risk management strategy and drive organizational resilience. Throughout my career, I’ve seen how the most successful organizations tackle risk management by breaking down silos and fostering collaboration across departments. Whether in finance, operations, IT, or HR, each function plays a critical role in identifying, assessing, and mitigating risks. By building and nurturing cross-functional teams, you can ensure that your organization is better equipped to anticipate and respond to potential threats. 1. Leveraging Diverse Expertise Cross-functional teams bring together diverse skill sets and perspectives, enabling a more comprehensive approach to risk management. When finance professionals work alongside IT experts, operations managers, and HR leaders, the team can identify risks from multiple angles, leading to more robust solutions. 2. Enhancing Communication and Collaboration Effective risk management hinges on clear communication and collaboration. Cross-functional teams foster a culture of openness where information flows freely between departments. This improved communication ensures that potential risks are identified early and that all stakeholders are aligned on the strategies needed to address them. 3. Breaking Down Silos for Integrated Risk Management Silos can be detrimental to effective risk management. When departments operate in isolation, critical information can be missed, and risks may go unaddressed. Cross-functional teams break down these barriers, allowing for an integrated approach where all departments work together towards a common goal—protecting the organization from risk. 4. Strengthening Decision-Making Processes With input from various departments, cross-functional teams are better positioned to make informed decisions. By considering the impact of potential risks on different parts of the organization, these teams can prioritize actions that are aligned with the company’s overall objectives. Building cross-functional teams is not just about improving risk management—it’s about creating a more resilient, agile, and collaborative organization. By leveraging the collective expertise of your entire workforce, you can navigate risks more effectively and drive sustainable success. How have cross-functional teams impacted your approach to risk management? Share your experiences and insights below—let’s explore how we can continue to strengthen our organizations through cross-functional collaboration. #RiskManagement #CrossFunctionalTeams #LeadershipInFinance

?????????????????????? ?????? ?????? ???????????????????? ???????? ?????? ???????????????????????????? ???????????????????? With over a decade of experience in leadership, management, recruiting, and finance, I’ve seen how crucial ERP (Enterprise Resource Planning) systems have become in transforming organizations. Today, a CFO who has successfully implemented an ERP system is not just a financial leader—they’re a strategic driver of business efficiency and growth. Throughout my career, I’ve learned that the role of a CFO extends far beyond managing financials. In today’s business landscape, the ability to lead an ERP implementation is a key differentiator. This experience showcases a CFO’s ability to integrate financial data with broader business processes, streamline operations, and drive organizational change. The CFOs who excel in this area bring a unique combination of financial expertise, technological acumen, and leadership skills that can propel a company forward. 1. Look for Proven Success in Past ERP Implementations The first step in identifying top CFO candidates with ERP experience is to look for a proven track record of successful implementations. This includes overseeing the entire lifecycle of an ERP project—from selecting the right system to managing the deployment and ensuring its successful adoption. 2. Evaluate Their Change Management Skills ERP implementation is as much about change management as it is about technology. A top CFO candidate will have demonstrated the ability to lead cross-functional teams, manage resistance, and foster buy-in across the organization. 3. Assess Their Strategic Vision A CFO with ERP implementation experience is not just focused on the technical details—they understand how the system fits into the broader strategic goals of the organization. During the hiring process, assess how well candidates can connect the dots between ERP capabilities and your company’s long-term objectives. 4. Consider Their Financial and Technological Expertise While financial expertise is a given, CFOs with ERP experience also bring an important layer of technological understanding. Evaluate their knowledge of how ERP systems impact financial reporting, budgeting, forecasting, and compliance. As the business world continues to evolve, the role of the CFO will increasingly involve leading technology-driven initiatives like ERP implementations. Identifying candidates with this experience is a strategic move that can provide your organization with the leadership it needs to navigate digital transformation and achieve long-term success. Have you had success in identifying CFO candidates with ERP implementation experience? Share your thoughts and experiences below—let’s explore how we can continue to identify and recruit top financial leaders who can drive innovation and growth in our organizations. #CFOHiring #ERPImplementation #LeadershipInFinance #DigitalTransformation

???????????????? ???????????????? ???????????? ?????????????? ????????????????: ???????????????? ???????? ?????????? ???????? ?????? With over a decade of experience in leadership, management, recruiting, and finance, I’ve seen how crucial it is for organizations to build and maintain a strong employer brand—especially when it comes to attracting top-tier CPAs. In today’s digital age, where the talent competition is fierce, engaging CPAs across the right digital channels is not just a strategy—it’s a necessity. Here’s how to effectively reach and resonate with CPAs where they are most active online. Throughout my career, I’ve observed that the most successful organizations don’t just wait for talent to come to them—they go where the talent is. CPAs, like many professionals, are increasingly turning to digital platforms to explore career opportunities, network with peers, and engage with industry content. To attract these high-caliber professionals, companies must strategically position their employer brand across these channels, ensuring that their messaging is not only seen but also valued. 1. LinkedIn: The Go-To Platform for Professional Engagement LinkedIn is the premier platform for professional networking, making it an essential channel for engaging CPAs. To effectively capture their attention, ensure your company’s LinkedIn page is up-to-date with compelling content that highlights your organizational culture, values, and growth opportunities. 2. Industry-Specific Forums and Communities CPAs often participate in specialized online forums and communities that focus on accounting, finance, and regulatory topics. Engaging in these spaces can be highly effective for reaching targeted talent. Contribute valuable content, such as thought leadership articles, expert advice, and responses to industry questions. 3. Leveraging Twitter for Real-Time Industry Conversations Twitter is another platform where CPAs and finance professionals stay informed about industry news and trends. By sharing timely updates, commenting on relevant topics, and using industry-specific hashtags, your company can engage with CPAs in real-time conversations. 4. Showcasing Your Culture on Instagram and Facebook While LinkedIn and Twitter are critical for professional engagement, platforms like Instagram and Facebook offer opportunities to showcase your company culture. CPAs, like all professionals, want to work in environments where they feel valued and motivated. Building a strong employer brand across digital channels is about more than just visibility—it’s about creating meaningful connections with CPAs and showcasing why your organization is the best place for them to grow their careers. How are you leveraging digital channels to enhance your employer brand and attract CPAs? Share your insights and experiences below—let’s explore how we can continue to engage top talent in the digital age.

?????? ?????????????? ???????????? ?????? ????????????????????-?????????? ?????????????????????? With over a decade of experience in leadership, management, recruiting, and finance, I’ve seen how the landscape of accounting is continuously evolving. One of the most significant shifts we’re witnessing today is the growing demand for accountants who are not only skilled in traditional financial practices but also well-versed in blockchain technology. Throughout my career, I’ve observed how emerging technologies like blockchain are not just buzzwords—they’re transforming industries. In accounting, blockchain is revolutionizing how transactions are recorded, verified, and audited. 1. Understanding Blockchain’s Role in Accounting Blockchain technology offers a decentralized and immutable ledger system that enhances transparency and security in financial transactions. For accountants, this means a shift from traditional bookkeeping to overseeing and validating transactions on a blockchain. Accountants who are skilled in this technology can provide critical insights into how blockchain can streamline processes, reduce errors, and enhance trust in financial reporting. 2. The Rise of Blockchain in Auditing As blockchain adoption grows, so does its application in auditing. Blockchain-savvy accountants are increasingly in demand to audit blockchain-based transactions, ensuring accuracy and compliance with regulatory standards. These professionals play a key role in verifying the integrity of data on the blockchain, making them invaluable in industries where transparency and accuracy are paramount. 3. Navigating Regulatory Compliance with Blockchain One of the challenges of blockchain technology is navigating the evolving regulatory landscape. Accountants with blockchain expertise are better equipped to help organizations comply with new regulations and standards related to digital assets and transactions. Their ability to bridge the gap between traditional accounting practices and blockchain innovation is critical for businesses operating in this space. 4. Enhancing Cybersecurity and Fraud Prevention Blockchain technology offers enhanced security features that can reduce the risk of fraud. However, implementing and managing these features requires specialized knowledge. Blockchain-savvy accountants are essential in helping organizations leverage blockchain’s security benefits while ensuring that systems are properly configured and monitored to prevent fraudulent activities. The role of the accountant is evolving, and those who embrace blockchain technology will be at a distinct advantage. By understanding and leveraging blockchain, accountants can drive innovation, enhance transparency, and provide greater value to their organizations. Are you seeing an increased demand for blockchain-savvy accountants in your industry? Share your thoughts and experiences below—let’s explore how we can continue to adapt and thrive in the age of blockchain.