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Serve as a hands-on finance advisor to CFOs, controllers, and owners—assessing and improving finance functions, leading reporting, budgeting, forecasting, cash flow, and finance transformation engagements; provide interim finance leadership, develop dashboards/analytics, manage client relationships and project delivery, mentor staff, and support growth, system implementations, financings, and acquisitions.

Partner with CFOs, controllers, and business owners to assess and improve finance functions, lead budgeting/forecasting, cash management, reporting, process improvement, and finance transformations. Provide hands-on interim leadership, develop dashboards and analytics, manage client engagements and relationships, mentor staff, and support growth, system implementations, and strategic initiatives.

Partner with CFOs, controllers, and owners to assess and improve finance functions. Lead engagements on reporting, budgeting, forecasting, cash flow, process improvement, and finance transformations. Provide interim finance leadership, develop dashboards and analytics, manage client relationships and deliverables, mentor team members, and support growth-related initiatives such as system implementations, acquisitions, and financing events.

Partner with CFOs, controllers, and owners to assess and improve finance functions. Lead financial reporting, budgeting, forecasting, cash management, process improvements, system implementations, and interim finance leadership. Build dashboards and analytics, manage client engagements, mentor staff, and support growth, transactions, and finance transformation initiatives.

Serve as a hands-on advisor to CFOs and finance leaders at middle-market and private equity-backed companies. Assess and improve finance functions, lead budgeting/forecasting, cash flow and reporting initiatives, support system implementations and finance transformations, provide interim finance leadership, manage client engagements, mentor staff, and contribute to business development.

The Advisory Senior Associate leads SOC examinations, IT audits, risk assessments, and compliance efforts while training staff and managing projects.

The Advisory Senior Associate leads SOC examinations, IT audits, risk assessments, prepares deliverables, mentors staff, and manages multiple advisory projects.

Support buy-side and sell-side financial due diligence: quality-of-earnings, EBITDA, working capital, revenue recognition, profitability, reconciliations, cash-to-accrual adjustments, data room and data management, large dataset cleansing and analysis, prepare deliverables and reports, participate in client meetings and business development.

Support financial due diligence for buy- and sell-side transactions: perform quality-of-earnings, EBITDA, revenue, working capital, cash flow and profitability analyses; cleanse and analyze large data sets; prepare databooks, schedules, reports and presentations; manage data requests and data rooms; participate in client meetings and business development activities.

Lead and review complex tax engagements for high net worth individuals, trusts, and closely held businesses. Provide proactive tax planning, estate/gift/trust guidance, manage client relationships, supervise staff, ensure compliance and timely filings, and support business development.