IT Support

• Manage client relationships and oversee engagement management
• Assist clients with financial close processes, including improving month-end and year-end close cycles for not-for-profit entities
• Support accounting transitions and special projects, such as cash-to-accrual accounting, opening balance sheet preparation, consolidation accounting, and other transaction or reporting needs
• Assist clients with preparing for financial statement audits, Single Audits, and compliance audits
• Lead technical accounting projects related to ASC 958 (Not-for-Profit Entities), revenue recognition (ASC 606 with contributions vs. exchange transactions), leases (ASC 842), and other relevant standards
• Provide guidance on net asset classification (with and without donor restrictions), grant accounting, and contribution revenue recognition
• Support the preparation and review of financial statements, footnotes, reconciliations, and accounting memos tailored to not-for-profit reporting requirements
• Provide recommendations related to finance policies, procedures, and operating model support
• Support clients with internal financial reporting, budgeting, forecasting, and cash management
• Provide guidance to clients on finance systems, reporting tools, and related process improvements, including implementation support, system optimization, and data/reporting needs
• Assist clients with information and reporting needs related to Form 990 and other state or federal reporting requirements, as needed
• Support clients by identifying opportunities to improve internal controls, governance, and financial processes

CFO Advisory, Not-for-Profit Manager

Financial Planning and Analysis

• Prepare, process, and code Accounts Payable (AP) and Accounts Receivable (AR) transactions
• Support month‑end, quarter‑end, and year‑end close
• Identify trends and insights through KPI tracking
• Participate in onboarding clients into various ERP and cloud‑based accounting systems

Senior Accountant – Not-for-Profit, Finance & Accounting Outsourcing

• Execute federal and state tax due diligence on M&A transactions, including identification and quantification of historical tax exposures across income, sales and use, payroll and unclaimed property
• Analyze target tax attributes and model the impact of transaction structuring alternatives — including Section 338(h)(10) and 336(e) elections, Section 382 limitations on net operating loss (NOL) utilization, basis step-ups, Section 704(c) built-in gain or loss allocations and Section 751 hot asset considerations
• Review target tax profiles across entity types, including consolidated C corporation groups, S corporations, partnerships, LLCs and pass-through structures
• Draft tax diligence reports, structuring memoranda and step plans suitable for delivery to PE deal teams, lenders and legal counsel
• Coordinate with internal and external workstream leads — financial due diligence, valuation, legal and quality of earnings providers — to deliver an integrated view of deal risk
• Support transaction execution, including review of purchase agreement tax provisions (representations, indemnities, tax matters, Section 338(h)(10) language) and post-close integration planning
• Manage day-to-day client communication on assigned workstreams and present findings directly to deal team leads

Senior Associate, Transaction Tax

Manager

• Work closely with Partners and Directors to manage activities of buy-side and sell-side financial and tax due diligence engagements across a wide array of industries
• Perform quality of earnings, quality of assets and working capital analyses by interviewing management, and analyzing & synthesizing data to identify historical and future financial and operational trends that provide insights in the deal negotiation process
• Develop relationships with client’s senior-leadership teams and target company executives
• Communicate due diligence findings in a formal report
• Supervise junior staff and provide performance review feedback

Deal Advisory Manager

Associate

• Perform buy-side and sell-side accounting and financial due diligence engagements
• Develop relationships with clients and engage in effective interactions with target company executives
• Perform quality of earnings and working capital analyses
• Identify and evaluate matters that potentially impact enterprise value and the purchase or sales price
• Identify and evaluate financial and operational trends of target companies
• Communicate effectively, both verbal and written, our due diligence findings

Senior Associate, Deal Advisory

Project Manager

• Lead and own end-to-end M&A integration project plans, including milestones, timelines, dependencies, and deliverables from diligence through post-close stabilization
• Drive execution across distributed, cross-functional teams—ensuring accountability, follow-through, and progress against critical milestones in a remote environment
• Proactively identify risks, issues, and delays, and escalate with clear recommendations to keep integrations on track
• Establish and manage integration governance, including virtual workstream check-ins, executive updates, and decision forums
• Coordinate integration activities across Finance, Legal, IT, Operations, People & Culture, Client Service, and Go-to-Market teams
• Deliver clear, concise, executive-ready reporting on progress, risks, and upcoming milestones
• Partner closely with senior leadership to align priorities, remove blockers, and ensure successful integration outcomes

CBH

CFO Advisory, Not-for-Profit Manager

Senior Accountant – Not-for-Profit, Finance & Accounting Outsourcing

Senior Associate, Transaction Tax

Deal Advisory Manager

Senior Associate, Deal Advisory

M&A Integration Project Manager