The platform

A ranked candidate list, and the workspace to act on it.

Six surfaces, one workflow. The brief you send us, the research that runs against it, the slate you share with your client. Plus the outreach and CRM that compound across briefs.

01 · The input

The Brief

What it is

The role you’re hiring, captured the way you sent it. Email, a call, the JD you already sent the client. Read back to you as the criteria we’ll score against.

Why it matters

Every candidate is read against this. Get the brief right and the rest of the research can do its job.

Brief · Northvale Health

CFO · public-readiness, healthcare scale

Northvale needs a CFO who has carried a finance team through real scale, past the FP&A-of-one stage, into audit committee cadence and public-readiness work. Healthcare adjacency is a strong plus; pure SaaS without the regulatory weight is the boundary case to flag, not the target.

Must have
  • Must
    Run-rate scale
    Has owned finance through a $50M → $200M+ scale, not just a steady-state book.
  • Must
    Public-readiness work
    Lived through IPO prep or carve-out diligence. SOX, audit committee cadence, controls.
Strong signal
  • Strong
    Healthcare adjacency
    Multi-site provider, payer, or health-tech. Pure SaaS without the regulatory weight is a stretch.
  • Strong
    Built an FP&A team
    Hired and grew at least 4–6 finance ICs; not a solo operator the whole time.
Nice to have
  • Nice
    M&A close reps
    Two or more buy-side closes; Northvale expects to be acquisitive in 2026.
Location
Boston metro · hybrid 3 days
Comp band
$340–420k cash · meaningful equity
Reports to
CEO · board exposure expected
Timeline
Slate in 4 weeks · close by Q3

Brief · Northvale · CFO search

Longlist · 47 candidates

  • 01Maren HollowayVP Finance · Greyline Analytics
  • 02Idris OkaforDir, FP&A · Northvale Health
  • 03Priya RamanathanCFO · Tessera Bio
  • 04Jonas WeltmanGroup Controller · Halcyon
  • 05Saoirse BrennanHead of Strategic Finance · Lumenpath
  • 06Marco VillanuevaSVP Finance · Atria Logistics
  • 07Lila TanVP, Corporate Development · Stonefield

Maren Holloway

VP Finance · Greyline Analytics · San Francisco

Strong fit
Work history
  1. 2022 — Now
    VP Finance · Greyline Analytics
    $40M → $180MSeries D closeIPO readiness
  2. 2019 — 2022
    Director of Finance · Cordova Labs
    Built FP&A, 1 → 6Series B → C
  3. 2014 — 2019
    Senior Manager · Deloitte · Transactions
    Healthcare M&A

Took Greyline from $40M to $180M run-rate over three years, closed a Series D, and carried IPO readiness for 18 months before the team paused the process. Before that, built the FP&A function at Cordova through Series B–C. Healthcare M&A grounding from Deloitte.

02 · The funnel

The Longlist

What it is

Every candidate considered, ranked and assessed. Same depth for the 80th name as the 8th. Filter, sort, compare side by side, click through to LinkedIn.

Why it matters

Where adjacent-sector names surface. The candidates a conventional search wouldn’t, not because they don’t exist, but because nobody searched from that direction.

03 · The deliverable

The Slate

What it is

The client-ready cut. Your branding and narrative, shareable by link.

Why it matters

No PDF round-trip, no re-formatting in Keynote. The slate is what your client sees, and it’s built straight from the research.

Slate · Shared with you

Prepared for · Northvale Health
CFO · Northvale Health
Curated by Beacon Hill Search
  • 01
    Maren Holloway
    VP Finance · Greyline Analytics
  • 02
    Idris Okafor
    Director, FP&A · Northvale Health
  • 03
    Priya Ramanathan
    CFO · Tessera Bio

Maren Holloway

VP Finance · Greyline Analytics · San Francisco

Work history
  1. 2022 — Now
    VP Finance · Greyline Analytics
    $40M → $180MSeries D closeIPO readiness
  2. 2019 — 2022
    Director of Finance · Cordova Labs
    Built FP&A, 1 → 6Series B → C

Ran finance through a $40M → $180M run-rate scale. Closed a Series D, then carried IPO readiness work for 18 months before the team paused the process.

Beacon Hill Search · Shared by link · Updated 2 days ago

Person · Maren Holloway

Maren Holloway

VP Finance · Greyline Analytics · San Francisco

Strong fit
Fit summary

Closest match in the longlist to the public-readiness + scale shape Northvale described. Healthcare adjacency is real but indirect, worth probing in the first call. No red flags on the FP&A build-out.

Work history
  1. 2022 — Now
    VP Finance · Greyline Analytics
    $40M → $180MSeries D closeIPO readiness
  2. 2019 — 2022
    Director of Finance · Cordova Labs
    Built FP&A, 1 → 6Series B → C
  3. 2014 — 2019
    Senior Manager · Deloitte · Transactions
    Healthcare M&A
Scored against the brief
  • Scale reps
    $40M → $180M and built FP&A 1 → 6 prior.
  • Public-readiness
    Lived 18 months of IPO prep; never carried the actual print.
  • Healthcare adjacency
    Adjacent via Deloitte healthcare M&A, not in-house.
  • M&A close reps
    Two buy-side closes at Greyline, both <$50M.

04 · The dossier

The Person

What it is

The reasoning behind every name. Fit summary, work history, and the score against each criterion in the brief.

Why it matters

When a client asks why a candidate’s on the list, the answer is already written. The same depth across every name, not just the top three.

05 · Activation

Outreach

What it is

Run outreach from inside the workspace. First contact through reply, with notes and a tracker against every candidate.

Why it matters

Work the list. Nothing goes cold. Every reply lands in the Rolodex automatically, no re-keying.

Outreach · Northvale · CFO search

18 in motion · 6 replied this week

  • 01
    Maren Holloway
    VP Finance · Greyline Analytics
    Advanced
    Reply · email
    2d ago
    NoteOpen to a chat after Q3 close. Asked for the brief one-pager.
  • 02
    Idris Okafor
    Director, FP&A · Northvale Health
    Responded
    Reply · LinkedIn
    4d ago
    NoteCurious but happy at current. Worth a soft check-in mid-July.
  • 03
    Priya Ramanathan
    CFO · Tessera Bio
    Contacted
    Sent · email +1
    6d ago
  • 04
    Jonas Weltman
    Group Controller · Halcyon Foods
    Contacted
    Sent · LinkedIn
    9d ago
  • 05
    Saoirse Brennan
    Head of Strategic Finance · Lumenpath
    Declined
    Decline · polite no
    12d ago

Every reply, note, and status change lands in the Rolodex automatically.

  • Maren Holloway
    VP Finance · Greyline Analytics
  • Alia Devereaux
    CFO · Stillpoint Therapeutics
  • Hana Park
    Head of People · Atria Logistics

06 · Compounding

The Rolodex

What it is

Your CRM, built one brief at a time. Every candidate we source and every note you log lands here, tagged by tier and tied to the brief that surfaced them.

Why it matters

Each engagement makes the next one warmer. The second time you work a domain, half the names are already known.

See it in motion

Walk through it yourself.

Every surface above, with real data from a recent search. No sign-up, no sales call attached.

Take the demoOr book a 15-minute call