Teams at Transition Finance Strategies LLC

Manage a caseload of complex ESOP clients, handling all plan administration (compliance testing including 409(p), allocations, distributions, recordkeeping), prepare/review Form 5500, serve as primary client contact, review plan documents, resolve technical questions, mentor junior staff, and participate in special projects.

Lead month-end close, manage general ledger and reconciliations, prepare GAAP-compliant financial statements, support budgeting/forecasting, serve as external audit liaison, design internal controls, drive ERP improvements and integrations, supervise accounting staff, and support M&A, tax, and regulatory reporting for retirement plan administration.

Lead development and delivery of ESOP communication strategies and materials. Present workshops and webinars, consult with clients on messaging and culture, mentor junior consultants, collaborate cross-functionally, and support client engagement strategy and industry representation. Manage multiple engagements and create high-quality digital and print learning assets.