Teams at MorganFranklin Consulting

Advise financial services and banking clients on IPO preparation, transaction support, carve-outs, spin-offs, audit readiness, technical accounting, SEC reporting, and new accounting standards. Lead client engagements, develop presentations and delivery strategies, monitor team progress, educate stakeholders, design business solutions, manage relationships, identify business opportunities, and support team development. The role requires strong accounting advisory experience, financial services expertise, CPA/CIA/CMA credentials, and at least 25% travel.

Lead NetSuite implementations, upgrades, integrations, enhancements, support, and revenue recognition projects. Serve as a functional leader and solution architect, manage project teams and client relationships, identify business opportunities, lead workshops, define requirements and processes, present solutions, ensure delivery quality, train users, and develop staff. The role requires extensive NetSuite consulting experience, including Multi-book, Advanced Revenue Management, OpenAir, SuiteScript, SuiteFlow, reporting, customizations, testing, and ASC 606 revenue recognition.

Own and evolve the global events program from strategy through execution, measurement, and optimization. Lead an events team, develop event roadmaps, manage conferences and experiential programs, drive promotion and registrations, standardize workflows and tools, and partner across marketing and sales. Track event KPIs, pipeline, revenue, and ROI while delivering executive insights and optimizing event formats, budgets, and follow-up strategies.