Manages multiple audit, review, compilation, and advisory engagements from planning through completion. Oversees budgets, staffing, client relationships, financial statement reviews, billing, collections, training, mentoring, recruiting, and business development. Provides consulting and process improvement recommendations while serving as a trusted advisor to clients across several industries.

Performs audit and review engagement fieldwork with minimal supervision, prepares financial statements and related documentation, assesses audit risks, supports accounting system implementation, supervises entry-level staff, communicates with clients, and keeps management informed of engagement status. The role also supports firm marketing activities and requires strong Excel and audit software skills.