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Lead contact center transformation initiatives that improve customer experience and service delivery. Manage client relationships, guide teams, develop customer engagement strategies, analyze journeys and trends, establish KPIs, improve business processes, ensure CRM data integrity, and coach team members. Identify opportunities for service innovation and support successful project delivery.

Conduct financial statement audits for private companies, assessing financial statements, internal controls, compliance, governance, and risk management. Analyze complex accounting issues under U.S. GAAP and U.S. GAAS, maintain quality standards, test work, use firm technology, mentor team members, develop client relationships, and deliver tailored audit solutions.

Leads pricing strategy and profitability consulting engagements, analyzing pricing models, customer value, market trends, and business performance. Directs teams, manages stakeholders, budgets, and resources, and coaches consultants. Applies predictive analytics, machine learning, statistical modeling, and scenario analysis to develop actionable recommendations, improve client profitability, optimize customer value, and support strategic transformations.

Leads consulting engagements focused on customer sales and service strategies, sales operations, customer engagement, and revenue growth. Analyzes client needs, guides teams through strategy implementation, identifies business transformation opportunities, promotes AI-enabled sales processes, manages stakeholder relationships, and coaches high-performing teams.

Leads payer back-office strategy, technology, and operations consulting engagements in the health services sector. Manages client accounts, supervises teams, analyzes complex business problems, and drives payer modernization, process optimization, change management, and operational transformation. Develops client relationships, oversees project resources and logistics, coaches team members, and ensures high-quality service delivery and continuous improvement.

Analyzes and improves clients’ financial processes, controls, systems, and shared services. Designs finance transformation solutions, supports automation and systems implementations, and develops strategies for cost reduction and better decision-making. Responsibilities also include financial statement analysis, accounts payable and receivable management, data mining, budgeting, forecasting, and reporting. The role collaborates with consulting teams to deliver client value while developing finance transformation expertise.

Serve as a Senior Associate in Operations Consulting for health services clients, analyzing operational challenges, managing grant administration workstreams, applying data analytics and process improvement, engaging stakeholders, leading change initiatives, conducting market research, and planning project resources to deliver operational excellence and business transformation.

Performs tax compliance and advisory work for asset and wealth management clients. Reviews financial data, prepares tax returns and workpapers, analyzes tax law and filing requirements, identifies reporting risks, supports client communications, coordinates engagement workstreams, and guides junior team members. The role also contributes to tax research, technical issue resolution, and process improvements.

Lead operations-focused consulting engagements for health services clients: drive transformation, process improvement, analytics-informed decision-making, stakeholder management, change management, resource oversight, market research, and team coaching to deliver strategic outcomes.

Lead external audit engagements by supervising and coaching teams, managing client accounts and workstreams, analyzing complex financial and control issues, and delivering high-quality audit reports. Ensure compliance with U.S. GAAP, U.S. GAAS, PCAOB standards, professional ethics, and independence requirements. The role also involves client relationship management, mentoring, performance oversight, and using automation and digitization to improve audit efficiency.