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Lead accounting advisory engagements for commercial and private-equity-backed clients. Responsibilities include supporting monthly closes, reconciliations, financial reporting, SEC filings, budgeting, forecasting, internal controls, audits, and cloud finance-system implementations. Advise on AI and automation, financial-system integration during acquisitions, and operational improvements. Build client relationships, lead teams, mentor junior staff, resolve complex issues, and contribute to business development.

Serve as a client-facing Salesforce Business Analyst supporting implementation projects. Gather and document requirements, facilitate workshops, create user stories and functional specifications, manage product backlogs, define acceptance criteria, and support integrations. Collaborate with configurators, developers, project managers, and stakeholders throughout delivery. Produce process documentation, training materials, and status reports while escalating risks and issues. Apply approved AI tools responsibly to improve client solutions and internal processes.

Leads integrated B2B marketing strategy, campaigns, content, events, and ecosystem marketing for advisory solutions. Manages a team of five or more marketing strategists, owns selected solution portfolios, advances AI-enabled marketing workflows using Jasper, and drives data-based campaign optimization and ROI measurement. Partners with practice leaders, sales, external partners, and firm executives while maintaining brand standards, improving processes, and translating market trends into actionable go-to-market recommendations.

Oversee global indirect tax compliance, reporting, transfer pricing, tax planning, entity management, and regulatory obligations across multiple jurisdictions. Manage tax filings, reconciliations, compliance calendars, registered-agent relationships, transfer pricing documentation, and corporate income tax returns. Partner with Finance, Accounting, Operations, Payroll, IT, Procurement, and Sales Operations to advise on tax implications, business initiatives, and process improvements. Support approved AI adoption and provide executive reporting on tax risks, compliance activities, and planning opportunities.

Lead Coupa consulting engagements involving selection, transformation, implementation, configuration, integrations, testing, supplier enablement, and go-live support. Advise stakeholders across Coupa modules, architect ERP integrations using REST APIs and Talend Studio, improve processes and reduce costs, and contribute to AI-enabled solutions, recruiting, business development, and practice initiatives. Travel domestically 30%–50%.

Lead Coupa consulting engagements across selection, transformation, implementation, configuration, process improvement, integrations, supplier enablement, testing, and change management. Advise stakeholders, manage projects, mentor junior consultants, support business development and practice initiatives, and deliver performance and cost-reduction improvements. The role requires functional expertise across Coupa Procurement, Payables, Expenses, and Asset Management, along with finance, procurement, supply chain, data, documentation, and client-facing consulting experience.

Serve as a trusted accounting advisor delivering financial reporting, operational accounting improvements, and new accounting standard implementations. Manage client communications, project administration, budgeting and billing, and mentor team members while collaborating with cross-functional teams to resolve complex technical accounting and transaction-related issues.

Leads accounting advisory engagements for commercial and private-equity-backed companies, overseeing operational accounting, month-end close, financial reporting, controllership, SEC filings, IPO readiness, technical accounting, systems implementation, and finance transformation. Manages client relationships, proposals, budgets, staffing, business development, and practice growth across the West Coast while mentoring teams and implementing AI-enabled solutions.

As a Senior Consultant in Financial Due Diligence, you will perform financial analyses for M&A transactions, review financial statements, mentor juniors, and collaborate with clients using advanced analytics tools.

Oversee financial due diligence engagements for M&A transactions, manage client relationships, lead teams, and deliver high-quality analyses and reporting.