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Leads federal transaction tax advisory engagements for private equity, lender, and corporate clients. Responsibilities include tax due diligence, transaction structuring, partnership tax analysis, financial and tax modeling, purchase agreement review, client-ready reporting, sell-side support, post-closing advisory, mentoring, training, and firm-building initiatives.

Lead state and local tax transaction advisory engagements for private equity, lender, and corporate clients. Responsibilities include tax due diligence, exposure analysis, reviewing transaction models and agreements, preparing client reports, supporting business development, mentoring staff, and contributing to training and firm-building initiatives. The role requires significant M&A tax experience, strong communication skills, and expertise in federal, state, and non-income tax matters.

The Director advises private equity sponsors, lenders, and corporate clients on financial services transactions. Responsibilities include buy-side and sell-side financial due diligence, quality of earnings analysis, valuation, credit risk and regulatory reviews, contract assessment, transaction reporting, client relationship management, business development, and practice development. The role specializes in insurance, wealth and asset management, banking, and capital markets M&A while collaborating with restructuring, performance improvement, and investment banking teams.

Lead the firms Commercial Enablement function and own an industry vertical. Build CE operating model, manage vertical and account teams, drive go-to-market strategy, pipeline discipline, origination, and technology-enabled commercial operations. Partner with Marketing, Delivery Excellence, and product teams to align systems, measure performance, support BD and talent efforts, and deliver sector thought leadership.

Lead firmwide account planning and commercial strategy: manage planning framework and cadence, maintain account plans and coverage maps in DealCloud, run quarterly reviews, conduct whitespace and cross-sell analysis, build account intelligence, partner with industry leaders for value quantification, produce cross-account synthesis, lead best-practice sharing and trainings, and support talent and firm development.

Serve as the Consumer sector SME owning commercial strategy: produce market POVs and thought leadership, monitor trends, support business development and proposals, brief account teams, align with Marketing, coordinate across vertical leaders, and help drive sector positioning and origination.

The Associate in OCFO Strategic Finance & Analytics will execute analytical workstreams, support strategic finance solutions, and contribute to financial processes and tools for middle-market clients.

Serve as the Business Services sector SME driving commercial strategy, market intelligence, thought leadership and go-to-market support to enable origination, pipeline growth, and client engagement across firm teams.

Lead the Industrials vertical commercial agenda by producing sector POVs, market updates, and thought leadership; enable business development, brief account teams, align with Marketing, and support proposal and pursuit strategy to drive origination and firm positioning.

Serve as the TMT sector subject-matter expert driving commercial strategy and go-to-market initiatives. Own sector POV, produce market-facing content, support BD and proposals, brief client-facing teams, align with Marketing and Account teams, and strengthen the firms positioning and origination in the TMT vertical.