Issue: Our Client in this case was one of the oldest real estate firms in the country who has significant commercial holdings in Boston. Our Client’s CFO received notice from a multi-purpose administrative professional that she was leaving the firm in late December. This professional performed day-to-day functional tasks that made for a smoothly operating finance group. She was responsible for all accounts payable, performed lease administration tasks, and worked extensively on the firm’s PowerPoint presentations that were crucial for their year-end board meetings. The CFO and his team had already started to prepare for the auditors and had begun pulling together information for the year- end board of director’s presentation. The absence of this key long-term employee at such a critical time of the year created a strain on the finance team, specifically the CFO.
Approach: Daley And Associates was brought into meet with the CFO to get a firsthand understanding of the situation and all details regarding the position. After meeting with the CFO and understanding the unique skills and functional responsibilities of this position, we went to work. Within a few days we identified a professional who started immediately at the firm.
Result: The interim administrative professional received unsolicited praise from the company’s CEO, CFO and managers. The Board Presentation went so well, the CFO made the decision to offer the candidate a fulltime position at the firm the following day.