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Our Financial Consulting division provides highly experienced, uniquely qualified financial recruitment solutions, primarily on a contract or retained basis. Whether you need a seasoned financial leader to augment your existing team and guide the organization through a key initiative, or a knowledgeable recruitment solution to fill a skill gap in your organization for a period of time, Sherpa can help. Our professionals have the experience, skills, and flexibility to integrate seamlessly into your organization and make an impact where and when you need it most. The core competencies of our Financial Consulting division include:

Business Transformation

Risks, Controls & Governance

Income Tax

Financial Systems

Interim Financial Leadership

From integrating an acquisition to changing or improving existing financial processes and the supporting technologies, Sherpa Financial Consulting has the recruitment solutions for you. Our professionals are the seasoned, hands-on subject matter experts to guide you through and help you achieve delivery success on-budget and on-time. Our resources are adept in:

  • Mergers and Acquisitions
  • Post Merger Integration
  • IPO Readiness
  • Financial Systems
  • Financial Process Improvement
  • Project Management

Dealing with a constantly evolving regulatory environment, or new audit requirements, can be challenging for any organization. Sherpa partners with your management team to assist with risk and regulatory issues and improve the processes around information systems supporting governance, risk, and compliance. Specifically, we can provide recruitment solutions in:

  • IT & Financial Audit
  • Internal Audit Co-Sourcing
  • Internal Control Reviews
  • FASB implementation
  • SEC Compliance
  • Financial Reporting Development/Enhancement
  • Process Documentation
  • Policies & Procedures
  • Contract Compliance
  • IFRS
  • Sarbanes Oxley Compliance

Sherpa Financial Consulting provides experienced tax professionals with specific skills to manage a full spectrum of interim or project tax needs, including:

  • Multi-state income and franchise tax compliance
  • Federal and multi-state tax research and planning
  • FAS 109, accounting for income taxes
  • Federal income tax compliance
  • Transfer pricing analysis
  • Sales & use tax compliance
  • International tax treaties
  • Property tax compliance
  • Credits and incentives studies
  • Tax process reengineering

Sherpa Financial Consulting offers access to project-ready recruitment solutions who combine experience in accounting and finance with exceptional technology skills. From converting or upgrading systems to integrating businesses to simply trying to create efficiency within your existing framework, employing our uniquely skilled professionals provides a positive ROI. These individuals have experience with specific technology tools such as:

  • ERP packages including SAP, PeopleSoft, Oracle, and Great Plains Dynamics
  • Planning, forecasting, reporting and analysis tools such as ReportWriter, Cognos, Crystal Reports and Hyperion products
  • Microsoft Access, Excel and SQL users who are experts at automating routine processes

In times of transition, having the right interim leaders is a crucial step toward future success. Our knowledgeable recruitment solutions are readily available to assist employers with short-term needs (such as during an executive search) to longer engagements (leaves of absence, etc.). Our professionals quickly and seamlessly integrate within your structure, providing stability and leadership during periods of flux. By partnering with Sherpa, you’re connected to an extensive network of financial leaders with relevant experience and direct exposure to crucial roles at organizations of all sizes. Our Financial Consulting team can assist with the following organizational needs:

  • Chief Financial Officer
  • Controller
  • Financial Planning & Analysis
  • Treasury & Risk Management
  • Turnaround Management
  • Backfill for full-time employees assigned to projects
  • Skills Gaps



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