PSA-AF Accounting & Finance Recruiting

Training allocation: 2 hours

Explore the professional accounting and finance recruiting market, the role of specialist search practitioners, the services they provide, and how these services create value for employers and candidates. Review the foundations of professional search, staffing, service delivery, and commercial considerations in this specialty.

Learning outcome: Explain the main accounting and finance recruiting services, how they are delivered, and the business value of a specialist search practice.

Training allocation: 1 hour

Examine the recruiter’s role as a professional facilitator who brings together hiring managers, candidates, and other stakeholders. Learn how to clarify accounting and finance talent requirements, structure productive discussions, and help parties make progress throughout a search assignment.

Learning outcome: Organize and facilitate more effective conversations with accounting and finance clients and candidates.

Training allocation: 5 hours

Build a working vocabulary of accounting and finance terminology and role requirements. Learn to interpret client job specifications, separate essential from desirable expertise, and translate role requirements into a practical skills matrix for recruiting and assessment.

Learning outcome: Interpret accounting and finance hiring requirements and prepare a role-related skills matrix to guide the search.

Training allocation: 2 hours

Learn to assess an accounting or finance hiring manager’s requirements across technical competencies, interpersonal skills, experience, education, designations, and organizational fit. Apply structured methods to screen, compare, and prepare candidates for credible presentation to the client.

Learning outcome: Develop relevant candidate profiles and apply consistent evidence-based screening and matching methods.

Training allocation: 1 hour

Use online research tools, websites, and other digital resources to identify and approach potential accounting and finance candidates. Explore how internet sourcing complements direct search and established professional recruiting methods, including the discovery of active and passive talent.

Learning outcome: Use basic online search approaches to identify candidates and extend an accounting and finance recruiting pipeline.

Training allocation: 2 hours

Practice the principles of approaching, attracting, screening, and presenting candidates for accounting and finance opportunities. Explore opening recruiting calls, initial qualification, alignment with a job assignment, structured evaluation, and building a candidate pool that can support future client requirements.

Learning outcome: Conduct initial candidate screening and preliminary evaluation using a consistent recruiting process.

Training allocation: 3 hours

Develop purposeful interviews that assess technical and non-technical requirements while maintaining professionalism and awareness of applicable employment standards. Use open and closed questions, probe candidate experience, and organize findings so candidates can be compared against the requisition.

Learning outcome: Prepare and conduct structured interviews for a range of accounting and finance roles and document relevant candidate evidence.

Training allocation: 1 hour

Explore the role of professional reference verification in assessing accounting and finance candidates. Learn to prepare relevant questions, review role-related technical and interpersonal information, and incorporate verification findings into the broader evaluation while observing appropriate confidentiality and professional standards.

Learning outcome: Carry out basic, job-relevant reference-verification conversations and document findings responsibly.

Training allocation: 2 hours

Learn to research, evaluate, and prioritize potential accounting and finance clients. Focus on identifying organizations with relevant hiring needs, comparing opportunities, developing a prospect lead sheet, and directing business-development effort toward meaningful search opportunities.

Learning outcome: Create a focused prospecting list and prioritize accounting and finance business-development targets.

Training allocation: 4 hours

Build a structured approach to developing an accounting and finance search business. Work through introductory, follow-up, and information calls; explore email and text outreach; and practice evaluating conversations through proprietary call-scoring approaches. Use individual performance indicators to support consistent business-development activity.

Learning outcome: Plan and practice professional business-development conversations, evaluate call quality, and build measurable recruiting activity.

Training allocation: 1 hour

Learn to evaluate recruiting activity and results against individual production expectations. Identify useful performance indicators, review progress, and adjust activity when results fall short of established goals. Apply a practical scorecard approach to the accounting and finance recruiting business.

Learning outcome: Identify meaningful KPIs, evaluate activity against targets, and adjust recruiting and business-development execution.