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Lead architecture and vendor selection for RSM's Martech stack: optimize Adobe Customer Journey Analytics, select and implement a CDP, evaluate journey orchestration, define integration patterns, data model, identity resolution, governance, and activation across CRM, analytics, and marketing systems to enable ABM and personalized buyer journeys.

Support and optimize Workday Finance and Security modules: provide application support, configure roles and controls, analyze data and processes, gather requirements, support testing and enhancements, and collaborate with finance and technology stakeholders to maintain governance and compliance.

Lead client engagements from discovery through delivery as primary technical advisor. Architect scalable web and mobile solutions, manage and mentor development teams using agile practices, drive business development activities, and align stakeholders through effective technical communication.

Review and draft engagement and related legal agreements, assess RFPs, prepare risk management plans and issues memos, consult with client service teams on risk matters, update contract templates and playbooks, and train junior CQRM staff.

Perform audit procedures using RSM methodology for middle-market clients: document work, identify accounting/auditing issues, assist in preparing audit reports and management letters, apply professional skepticism and GAAP/GAAS knowledge, communicate with engagement teams and clients, and pursue ongoing professional development.

Lead QA for ServiceNow projects by designing and executing manual and automated tests, identifying and verifying defects, collaborating with developers and product owners, building automation frameworks, tracking quality metrics, and driving process improvements across the development lifecycle.

Design end-to-end ServiceNow solutions, translate business requirements into scalable implementations, guide delivery teams on architecture and integrations, ensure data/CMDB alignment, compliance, and maintainability, and support agile delivery and continuous improvement.

Lead and deliver custom web and mobile application engagements: architect scalable solutions, manage and mentor development teams, drive client relationships and business development, and ensure technical excellence across the SDLC.

Perform and document audit procedures under RSM methodology for nonprofit and education clients; identify and research accounting and auditing issues (IFRS/GAAP/GAAS); prepare audit reports and management letters; supervise and train associates; manage multiple engagements, deliver high-quality client service, and support professional development.

Lead and manage audit and assurance client relationships, direct complex multi-engagement audits, ensure technical accounting and audit quality, drive client development and engagement profitability, mentor teams, and use data/digital tools to deliver consistent, high-quality outcomes while maintaining independence and firm standards.