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As an Associate Director, you will lead client delivery for Private Equity-backed clients, providing NetSuite expertise and mentoring teams while ensuring project success.

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.

Lead accounting advisory engagements delivering operational accounting, financial reporting, close optimization, ERP and cloud finance implementations, and transformation initiatives. Manage month-end close, reconciliations, SEC/reporting support, internal controls, AI/automation adoption, client communications, project delivery, and mentor team members.

Lead accounting advisory engagements including month-end close optimization, balance sheet reconciliations, technical accounting, SEC and regulatory reporting support, ERP and finance transformation, transaction accounting assistance, client communication, project leadership, and mentoring junior staff. Drive AI and automation adoption to improve accounting processes and support external audits and financial statement preparation.

Serve as a client-facing accounting advisor leading controllership and close process improvements, financial reporting (including SEC filings), system implementations, FP&A support, audit readiness, and team mentorship. Drive automation/AI initiatives, liaise with business and IT teams, and support PE-backed and growth company clients across industries.

Serve as a client-facing accounting advisory leader delivering controllership and operational accounting support, financial reporting and SEC filing assistance, month-end close optimization, ERP/cloud finance implementations, automation/AI enablement, and team leadership across PE-backed and growth-stage companies.

Provide operational accounting and financial reporting support including month-end close, reconciliations, journal entries, SEC and regulatory reporting, budgeting/forecasting, internal controls, and audit support. Lead finance transformation and ERP implementations, apply AI/automation to streamline processes, support transaction accounting (M&A/IPO readiness), and communicate recommendations to clients while managing project workstreams and timelines.

Serve as a trusted advisor delivering accounting advisory and finance transformation services. Support month-end close, reconciliations, journal entries, SEC and regulatory reporting, budgeting/forecasting, internal controls, ERP implementations, AI-enabled process improvements, transaction accounting support, and external audits while communicating findings and recommendations to clients.

Lead FP&A advisory for PE-backed SaaS portfolios: manage client relationships, standardize SaaS KPIs and driver-based planning, deliver board-ready reporting and cash forecasts, guide systems/tooling, oversee multiple delivery teams, embed AI tools, recruit and mentor staff, and own origination and expansion targets.

As a Partner in Technology Enabled Finance Transformation, you will lead client engagements, drive business development, oversee teams, and provide strategic advisory services to enhance financial functions for clients.