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Lead and manage financial investigations and compliance engagements including scoping, evidence collection, forensic accounting, asset tracing, interviews, internal control testing, and report writing. Interface with clients, supervise junior staff, prioritize multiple cases under tight deadlines, and support business development and cross-office collaboration.

Manage end-to-end U.S. 401(k) plan administration, LATAM benefits operations, M&A benefits integration, health & welfare support, compliance and reporting. Partner with cross-functional stakeholders, analyze participant data, drive process improvements, and lead employee education to optimize programs and ensure regulatory adherence.