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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 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.

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.

Support government contract clients with cost/pricing analyses, compliance assessments, financial and statistical modeling, claims development, and litigation support. Build and maintain databases/spreadsheets, perform research, audit deliverables for quality, and communicate findings to clients across multiple industries. Participate on project teams and travel as needed.

Perform company and investment valuations by analyzing historical and forecasted financials, building detailed financial models, and presenting analyses to clients. Lead and mentor junior staff, ensure quality and deadlines, leverage Excel and market-data platforms (Capital IQ, Bloomberg), and support business development and client engagements. Familiarity with option pricing and Monte Carlo methods preferred.

Provide accounting, auditing, and financial analysis support to financial institutions. Analyze financial statements, implement accounting standards and risk systems, perform investigations, support SEC reporting, conduct control testing and analytics, manage client deliverables, delegate to junior staff, and contribute to business development and practice activities.

Lead and support buy- and sell-side transaction advisory engagements including quality of earnings, working capital and financial statement analysis, financial modeling, report and presentation preparation, client interaction, and practice development activities.

Support turnaround and restructuring engagements by building three-statement and 13-week cash flow models, performing financial and operational analysis, preparing reports and presentations, collaborating with clients and teams, and assisting business development and practice growth.

Lead and support transaction advisory engagements including quality of earnings, working capital analysis, financial modeling, due diligence, report preparation, client deliverables, and business development while supervising project teams and collaborating with subject-matter experts.

Provide corporate finance and valuation consulting: perform financial and valuation analyses, build models, support transactions, prepare client deliverables, and communicate findings to stakeholders.