EisnerAmper

Artificial Intelligence

• Own client relationships independently, serving as a trusted advisor to C-suite executives on AI strategy, governance, and implementation.
• Represent EisnerAmper on AI Advisory in executive rooms, confidently navigating conversations that span AI risk and policy through capability building and adoption.
• Build and maintain relationships with boards, executive teams, and key stakeholders across client organizations.
• Drive revenue growth through new client acquisition and expansion of existing relationships.
• Identify opportunities within EisnerAmper's existing client base and collaborate with partners across service lines to deliver AI Advisory services.
• Develop proposals, lead pitch presentations, and close engagements independently.
• Lead complex AI advisory engagements spanning governance frameworks, strategy development, implementation planning, and organizational change.
• Ensure successful delivery outcomes, managing scope, timelines, and client expectations.
• Collaborate with internal teams and external resources to assemble the right expertise for each engagement.
• Contribute to the strategic direction of the AI Advisory practice, including service development, market positioning, and thought leadership.

AI Advisory Director

• Serve as the primary liaison for rightshoring strategy, engaging with PICs, Partners, and Engagement Managers across all offices to build trust and alignment
• Serve as the cultural bridge between the tax team in the US and in India
• Develop and maintain strong relationships with Tax leadership across all US offices and teams to identify opportunities for rightshoring adoption
• Act as a champion for rightshoring, presenting its value proposition and benefits to internal stakeholders
• Collaborate with India tax leadership to design and implement tailored rightshoring solutions that meet the needs of US offices
• Partner closely with the Tax Resource Management Director and the Resource Managers supporting the India practice to ensure consistent deployment processes, forecasting methodologies, and scheduling practices across the organization
• Work with Tax Resource Management leadership to promote adherence to established deployment procedures, workforce planning standards, and resource management best practices
• Serve as a key liaison between Tax Rightshoring and Tax Resource Management, driving alignment, operational consistency, and scalability of the firm's global delivery model
• Monitor forecasting, scheduling, and deployment activities across India teams to help ensure work is planned and executed effectively in support of Tax business objectives
• Ensure budgeted hours are delivered to India as planned and partner with U.S. offices and Resource Management teams to proactively address changes in timing, scope, or staffing requirements
• Monitor performance metrics and provide insights to leadership on rightshoring effectiveness and ROI
• Represent the firm at internal meetings and events to promote awareness and understanding of rightshoring
• Travel extensively to firm offices across geographies to maintain visibility, strengthen relationships, and ensure success
• Be a resource to the Tax Partner in Charge of Rightshoring and other Tax leaders for short term and long-term Tax Rightshoring initiatives
• Mentor India Tax leaders and help them bridge cultural gaps to help them connect with Partners and leaders in the US
• Build relationships with other Tax Rightshoring leaders of other firms in the US to stay abreast of market trends as they relate to Rightshoring
• Help India leadership team ideate and implement Rightshoring best practices

Senior Manager, Tax Rightshoring Strategy

Consultant

• Evaluate client needs and recommend project approaches and strategies
• Understand and apply concepts from 2 CFR 200, executive orders (EO’s), OMB memoranda, etc across the grant lifecycle
• Assist in the review of funding requests and development of competitive grant applications
• Provide grants monitoring and oversight, including recipient and subrecipient monitoring per 2 CFR 200
• Review and analyze grantee budgets for reasonableness and allowability of costs
• Support clients in navigating award terms, amendment requests, grant closeout, and compliance requirements
• Guide clients through pre-award, post-award, and closeout phases of the grants lifecycle
• Interpret federal and state grant regulations, including ARPA, BIA, DHHS, IHS, IIJA, and DHHS programs
• Prepare client deliverables and ensure the quality, timeliness, and accuracy of work
• Support internal process improvement and knowledge sharing
• Build and maintain trusted relationships with internal teams and client contacts
• Provide specialized guidance to tribal, healthcare, and nonprofit clients in aligning funding opportunities with strategic goals

Staff II Consultant – Grants Management, Government Sector Services Advisory

Financial Planning and Analysis

• Serve as the fractional CFO for a portfolio of high-growth Consumer Packaged Goods (CPG) and Technology clients.
• Provide financial leadership and strategic counsel to founders, CEOs, and their boards.
• Guide clients through fundraising (debt and equity), investor pitch decks, and board presentations.
• Analyze complex financial information to provide accurate, timely, and strategic recommendations for decision-making.
• Ensure financial models and reporting reflect GAAP (e.g., revenue recognition).
• Continually monitor metrics and highlight trends and unexpected variances.
• Act as the primary point of contact for clients and expand services to existing relationships.

Director, Fractional CFO – Consumer Packaged Goods, Outsourced Accounting & Finance

Accountant

• Contribute toward a team covering one or more client relationships
• Assist in the preparation and review of financial statements
• Prepare general ledger and work paper files for accuracy and completeness
• Prepare Partner Capital reports including Partner P&L
• Prepare and calculate monthly interest accruals, management fees and capital allocations
• Calculate capital call and distribution notices
• Reconcile cash balances daily for multiple accounts
• Support the year-end audit process, in collaboration with the team, client, and auditors

Fund Accountant

Proposal Manager

• Planning, strategizing, and executing proposal documents and Request for Proposal (RFP) responses for prospects and clients
• Experience incorporating the latest technologies, inclusive of AI, to enhance the proposal process (Claude, ChatGPT) and increase efficiency
• Drafting proposal responses based on insight from prospect meetings and RFP requirements
• Collaborating with internal team members on proposal win themes
• Editing and compiling the final proposal documents and preparing for submission, delivery, and tracking
• Organizing and maintaining critical databases of proposal content, including firm statistical details, services, industry experience, case studies, and other related data
• Working closely with operations, technical, and service area subject matter experts to gather information required for proposal development
• Translating and communicating technical material and concepts into content that is accessible for audiences with mixed levels of expertise
• Developing prospect meeting presentations, booklets, and other marketing collateral
• Recording proposals in process in the proposals pipeline once issued
• Communicating with supervisor any obstacles or items of concern

• Support clients in maintaining compliance with FEMA regulations and 2 CFR 200, including assessing audit readiness and compliance and administrative gaps.
• Support clients in expediting complex closeout of multiple open disasters.
• Support client financial management and accounting functions, including time and cost unit operations, and cost tracking and reconciliation.
• Use knowledge and experience to help determine method of program implementation.
• Ensure timely and accurate development of all client deliverables.
• Actively engage in business development activities such as participating at conferences and responding to request for proposals, including the identification and review of funding opportunities and development and submission of proposals.
• May be required to occasionally work extended hours, or travel to/work from different firm offices and/or client locations.

Senior Consultant – Government Services, FEMA

• Support clients in maintaining compliance with FEMA regulations and 2 CFR 200, including assessing audit readiness, compliance and administrative gaps
• Support clients in expediting complex closeout of multiple open disasters
• Support client financial management and accounting functions, including time and cost unit operations, and cost tracking and reconciliation
• Use knowledge and experience to help determine method of program implementation
• Ensure timely and accurate development of all client deliverables
• Actively engage in business development activities such as the identification and review of funding opportunities and development and submission of proposals
• May be required to occasionally work extended hours, or travel to/work from different firm offices and/or client locations

Experienced Staff Consultant – Government Services, FEMA

• Perform supervisory responsibilities for the team, including ensuring staff members are meeting all expectations
• Evaluate client needs and engagement scope, manage activities for completing work
• Support clients in maintaining compliance with FEMA regulations and 2 CFR 200
• Support clients in expediting complex closeout of multiple open disasters
• Support client financial management and accounting functions
• Use knowledge and experience to help determine method of program implementation
• Support team strategic planning and growth by identifying and tracking disaster recovery trends
• Actively engage in business development activities such as participating at conferences
• Identify recovery-related assistance gaps/needs and provide recommendations

Government Services Manager – FEMA Consultant

Manager

• Lead large, complex state and community-level recovery programs administering FEMA funds, including managing compliance and financial oversight functions such as audit, financial management, and closeout activities.
• Evaluate client needs, recommend project approaches, understand engagement scope, manage activities for completing work and overall quality control of client deliverables.
• Drive revenue through new and incremental growth of current and prospective clients.
• Manage the team through all phases of a program including strategic planning, work planning, mobilization, execution, and completion, consistent with established program delivery processes to meet the scope, schedule, budget, and other contract requirements.
• Manage client situations; identifies and interprets federal regulations and use knowledge and experience to determine method of project implementation.
• Actively engage in business development activities such as participating at conferences, responding to request for proposals, including the identification and review of funding opportunities, identifying potential teaming partners, and development of proposals.
• Advise executive leadership on emerging FEMA policy changes, federal legislation, and disaster recovery trends and translate evolving federal guidance into actionable growth strategies and recovery frameworks.
• Develop and maintain relationships with governmental entities implementing disaster recovery programs and other firms providing disaster services.
• Lead and participate in proposal writing teams including writing and coordinating submissions.
• Develop disaster recovery thought leadership and insights.
• Identify recovery-related assistance gaps/needs and provide recommendations to leverage current resources to increase program impact.
• Perform supervisory responsibilities of a team including serving as a performance career coach to staff, provide prompt feedback to Directors and Partners regarding staff performance, and complete annual staff evaluations.
• May be required to occasionally work extended hours, or travel to/work from different firm offices and/or client locations.

Senior Manager – Government Services, FEMA

• Lead and manage complex healthcare consulting engagements; serve as a primary client contact and manage engagement teams through all phases (strategic planning, work planning, mobilization, execution, and closeout) to deliver scope, schedule, and budget.
• Advise healthcare clients on end-to-end revenue cycle operations (patient access, charge capture, coding, billing, claims management, collections), and assess/improve RCM performance to enhance reimbursement, reduce denials, and decrease days in A/R.
• Lead RCM transformation initiatives, including workflow redesign, technology implementation, vendor optimization, and performance measurement using dashboards, spreadsheets, and key metrics.
• Assess Epic and/or Cerner-enabled workflows (and adjacent digital tools) to identify operational friction, control gaps, and technology-related risks across documentation, orders, handoffs, and decision support.
• Translate qualitative findings (interviews, observations, workflow walkthroughs) and quantitative data (dashboards, operational metrics, and issue logs) into executive-ready insights, prioritization, and measurable improvement opportunities.
• Partner with IT, informatics, and operational leaders to design and implement workflow, configuration, and governance improvements (including change management and training) aligned to regulatory expectations and leading practices (e.g., CMS SAFER Guides).
• Support clients in establishing data/AI governance (operating model, intake and prioritization, risk and control framework, validation approach, and ongoing monitoring) to enable safe, compliant, and scalable adoption.
• Define performance metrics and monitoring plans for AI/algorithmic tools (including bias and drift considerations), and translate findings into practical workflow, policy, and technology recommendations.
• Develop digital and operational strategies and implementation roadmaps; produce executive-ready deliverables (presentations, reports) and translate findings into actionable recommendations supported by data and analytics.
• Support business development by building and maintaining a growth pipeline, gathering referrals, and contributing to positioning, teaming, proposals, presentations, and contract negotiations.
• Partner with executive and operational leaders to assess challenges, align on strategy, and co-design practical, sustainable solutions; maintain timely communication with client and firm leadership.

Manager – Healthcare Consulting

Cloud Engineer

• Lead the development and communication of the Azure cloud architecture strategy aligned with enterprise objectives and client delivery needs
• Drive global cloud adoption, modernization, and cost optimization initiatives through strategic planning and collaboration with executive leadership
• Oversee the design, governance, and implementation of secure, scalable, and resilient Azure architectures across the enterprise
• Provide architectural consulting to cross-functional teams, ensuring consistency through reusable frameworks and reference models
• Establish and manage infrastructure-as-code pipelines and CI/CD workflows using Terraform, GitHub, and Azure DevOps
• Champion DevOps best practices to accelerate deployment velocity, improve reliability, and enhance operational efficiency
• Ensure compliance with regulatory frameworks (SOC 2, GDPR, ISO 27001) and implement cloud governance using Azure Policy and Defender for Cloud
• Monitor cloud performance and cost using Azure-native tools, applying FinOps practices to identify optimization opportunities
• Lead a global team of cloud architects and engineers, promoting a culture of accountability, innovation, and continuous learning
• Develop and execute cloud training and certification programs to upskill talent and support long-term organizational capability

Director of Cloud Architecture and Engineering

• Planning, strategizing, and executing proposal documents and RFP responses
• Drafting proposal responses based on insight from prospect meetings and RFP requirements
• Collaborating with internal team members on proposal win themes
• Editing and compiling final proposal documents for submission
• Organizing and maintaining databases of proposal content

Proposal Coordinator

Director

• Develop and execute a national go-to-market sales strategy for the State, Local, and Education (SLED) government sector, driving growth through new business development and expanding services within existing client accounts
• Cultivate strategic relationships with senior government leaders, procurement officials, and key influencers as well as strategic partners and associations to position the firm as a trusted advisor, with a strong focus on originating new work and identifying cross-functional opportunities to deepen client engagement
• Collaborate with Partners and internal stakeholders to design and implement tailored, value-driven solutions that meet the unique needs of the government sector
• Responsible for driving growth across a portfolio of complex, multi-disciplinary services
• Articulate value propositions, ROI, and impact in a mission-driven context
• Mentor and coach client service professionals, helping to develop the sales culture within the government sector team and fostering a culture of collaboration and growth
• Navigate complex procurement processes (RFPs, RFIs, RFQs), managing the process to support the development of teaming partnerships and preparation of compliant, competitive responses, including cooperative agreements, grants, and government contract vehicles (e.g. GSA schedules, state-specific systems)
• Monitor regulatory, compliance, and funding trends, analyzing their impact on the public sector market and adapting strategies to stay ahead of industry changes
• Partner with Marketing & Growth teams to create sector-specific campaigns, thought leadership content, and event strategies to enhance the firm’s visibility and influence in the SLED space
• Track sales pipeline performance, revenue forecasting, and key metrics, ensuring alignment with annual growth targets and strategic objectives
• Achieve success in meeting and exceeding revenue targets within public sector markets
• Represent the firm at industry events, conferences, and SLED-focused associations, acting as an ambassador to strengthen market presence and drive business development

Director, Government Advisory Services – State, Local, Education

• Support CDBG-DR consulting engagements, including planning, execution, and delivery
• Support clients in maintaining compliance with the Universal Notice, Stafford Act, 24 CFR 570, 2 CFR 200, and other applicable regulations
• Support clients in designing and implementing disaster recovery programs that meet all eligibility requirements
• Draft and/or evaluate grantee Action Plan Amendments to ensure compliance with CDBG-DR regulations
• Develop policies and procedures that comply with all relevant regulations and the grantee’s Action Plan
• Ensure timely and accurate development of all client deliverables
• Actively engage in business development activities such as participating at conferences and responding to request for proposals