Teams at Tanner

Processes customer payments, invoices, billing statements, collections, write-offs, and accounts receivable records. Maintains customer and ERP data, monitors billing dashboards, responds to billing inquiries, and assists with monthly revenue, accounts receivable, and bank reconciliations. The role requires client service, accurate financial recordkeeping, collections follow-up, and timely month-end close support.

Leads complex business valuation engagements across tax, financial reporting, transactions, litigation, strategic planning, and ownership matters. Manages scopes, budgets, timelines, financial models, analyses, reports, quality control, and client communications. Supervises, coaches, and develops valuation professionals while supporting proposals, business development, training, recruiting, and thought leadership. Applies income, market, and asset-based valuation methodologies and communicates technical conclusions to technical and nontechnical audiences.

Leads and supports Quality of Earnings reports for M&A transactions by analyzing financial data, EBITDA adjustments, revenue, working capital, risks, and projected performance. Conducts client and target interviews, prepares financial exhibits and reports, presents findings, manages concurrent workstreams, mentors junior staff, and supports proposals and business development.