Financial Planning and Analysis

• Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors
• Be accessible and anticipate client needs, questions, and issues
• Schedule internal and external deadlines to meet client expectations for delivery
• Interact at the highest levels of client organizations
• Resourceful at gaining exposure to client activities offering potential for application of firm services
• Establish record of gaining client use of wide range of firm services
• Set and achieve challenging profitability, billing, and collection objectives
• Handle heavy load, including complex/demanding clients
• Achieve high visibility for delivery of quality services
• Understand firm’s strategy, practice areas, and service offerings and participate in proposals and presentations
• Create opportunities to gain new clients
• Develop and maintain relationships with colleagues in the office, other service lines, and engagement/project teams
• Regularly look for opportunities, recommendations, and additional firm services that could benefit client
• Play major role in implementation of technical/industry/functional programs while being acknowledged as an expert in the firm
• Lead by example to positively impact employee morale
• Contribute to firm’s efforts to attract, retain, and develop staff and managers and act as mentor for other managers and senior staff
• Attains positions of leadership in designated business/professional organizations providing advantageous new business opportunities

Senior Manager, Accounting and Financial Advisory Services

Senior Enterprise Financial Risk Capital Risk Specialist

Senior Manager – Financial Markets, CMBS Securitization

Associate Director, Structured Finance – CMBS Data Centers

Senior Operations Finance Analyst

Portfolio Manager, UHNW Team, Vice President