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Lead and support financial institution advisory engagements focused on financial crime compliance (BSA/AML, OFAC/sanctions, fraud). Plan and manage engagement workstreams, develop audit/testing plans and client deliverables, perform qualitative and quantitative analyses (including data analytics), mentor junior staff, manage client relationships, and contribute to business development and practice initiatives.

Lead and support buy- and sell-side transaction advisory engagements, performing quality of earnings, working capital and financial analyses, preparing deliverables, supervising teams, identifying purchase price adjustment issues, and contributing to practice development and client pitches.

Provide financial and operational advisory on turnaround and restructuring engagements. Build 3-statement and 13-week cash flow models, perform scenario analyses, prepare client deliverables, collaborate with teams, support business development, and communicate recommendations to stakeholders.

Support turnaround and restructuring engagements by building three-statement and 13-week cash flow models, performing financial analysis and scenario planning, preparing client deliverables and presentations, collaborating with teams and stakeholders, assisting in pitches and practice development, and maintaining high professional and ethical standards.

Manage full-charge client billing for a professional services/legal firm: review contracts and set up matters, generate and process invoices (routine and complex), perform WIP analysis and tracking, report on assignments, and support/train other billing staff while ensuring accuracy, contract compliance, and timely client service.

Lead econometric and data-analytic workstreams for antitrust, merger, and regulatory matters; build and apply econometric models, perform economic research, support expert reports and client deliverables, manage junior staff, ensure analytical quality, and collaborate with senior experts, attorneys, and clients.

Support Turnaround & Restructuring client teams by building 3-statement and 13-week cash flow models, scenario and pro-forma analyses; prepare reports and presentations; collaborate with clients and advisors; assist with transactions and Chapter 11 processes; contribute to business development and practice growth.

Lead and oversee advisory engagements for financial institutions, performing process and financial reviews, designing risk and compliance roadmaps, enabling technology and reporting, building statistical and financial models, preparing client deliverables, mentoring junior staff, and supporting business development and AI/LLM integration initiatives.

Lead and support client engagements to drive cost reduction, EBITDA improvement, SG&A optimization, and operational transformation. Analyze financial and operational data, build financial models and KPI reporting, develop actionable recommendations, implement process improvements, manage workstreams and junior staff, prepare executive-ready deliverables, and support practice development including recruiting and thought leadership.

Lead and support buy- and sell-side transaction advisory engagements including quality of earnings, working capital and financial trend analyses, financial modeling, and preparation of reports and client deliverables. Supervise project teams, identify purchase price adjustments, collaborate with experts, assist business development, and provide actionable transaction insights to clients.