One connected platform
Financeexecutive search recruitment software
Map the finance market, run the assignment, evidence the process.
Retained assignments on one record — mapping, confidential approaches, milestones and the firm report.
- Mapping
- Approach
- Longlist
- Assessment
- Screening
- Offer & fee
How the desk runs
One platform, from the market map to the offer.
Map the market
Build the target list on the assignment record — the firms, the finance directors, heads of finance and CFOs inside them, and who has already been spoken to.
Confidential approaches
Approaches, conversations and declines are recorded against the assignment, so a discreet search still leaves a trail the team can work from.
Longlist to shortlist
Interim finance people move between assignments on a predictable cycle, so your own record tells you who is coming free. Move candidates through the assignment stages with the reasoning attached, and send a formatted shortlist from the record.
Assessment and interviews
Interview stages, feedback and assessment notes sit on the candidate within the assignment. At this level the firm is judging whether the candidate can run the month-end unaided, and the evidence for it belongs on the record.
Retained milestones
Retainer stages are tracked against the assignment, so what has been billed and what is due sits with the work rather than beside it.
The client report
Dashman shows assignment progress, placement fees and where offers stall, so the update is drawn from the record rather than assembled before the call.
Checks and clearances
Screened before the placement is confirmed
Each check sits on the candidate record with its date and outcome, so the position is evidenced rather than remembered when the client asks.
How documents and expiry work- Professional qualifications on the candidate record
- Screening and referencing tracked to completion
- Right-to-work documents with expiry alerts
- Contract status and IR35 position held with the placement
What the agents add
AI agents working on the finance desk in the background.
Sourcing Sam
Builds the target map of candidates and keeps the assignment's longlist moving.
Compliance Clara
Flags professional qualifications on the candidate record coming up for expiry.
Timesheet Tommy
Reads submitted timesheets and preps PAYE for fixed-term cover, with umbrella and limited for day-rate contractors for review.
Growth Grace
Surfaces new firm leads worth a call.
Manager Max
Briefs the desk each morning on assignment progress.
Questions
Executive Search Finance recruitment software questions.
Does it support retained assignments?
Retainer milestones are tracked against the assignment alongside the stages, so what has been billed and what is still due sits with the work.
Can approaches be kept confidential?
Approaches and conversations are recorded against the assignment with the access controls you have configured, so a discreet search still leaves a usable trail.
How is market mapping handled?
The target list of firms and candidates is built on the assignment record, including who has already been approached and what they said.
What does the client see?
Assignment progress is drawn from the record stage by stage, so the update is reported rather than reconstructed before each call.
What checks does a finance placement need?
Each check sits on the candidate record with its date and outcome, so the position is evidenced rather than remembered when the client asks. The desk holds professional qualifications on the candidate record, screening and referencing tracked to completion, right-to-work documents with expiry alerts, contract status and IR35 position held with the placement.
ComplianceBusiness DevelopmentSourcingDaily BriefingsTimesheetsSee a week of your own finance desk run in one system
Half an hour on your own kind of work.