Elliott Davis

Consultant

• Perform clear, concise, and well-supported independent loan reviews of various complexities at financial institutions ranging from $50 million to $15 billion.
• Identify adverse trends in underwriting, portfolio management, and specific credit weaknesses.
• Become a subject matter expert in one area of lending.
• Assist with business development and be aware of collaborative opportunities with other financial institution service lines in the Firm.
• Efficiently navigate financial institution loan policies and procedures.
• Respond to clients and managers in a timely manner.
• Other additional duties as assigned by management.

Loan Review Consultant

IT Support

• Oversee the audit process from planning to completion for clients as part of the company’s annual audit plan
• Supervise the audit process, research, review current processes, and provide recommendations to enhance company policies and procedures
• Train, support, supervise, motivate, and review the work of audit staff and senior members
• Communicate progress of engagements, problems, and resolutions to clients
• Improve specialty area knowledge and educate team on new audit practices and processes
• Manage billable hour budgets and follow up when team is over/under to determine cause
• Lead multiple auditing and accounting projects and client engagements simultaneously
• Delegate and manage audit and accounting assignments to achieve accurate and efficient product
• Research and identify complex audit issues and recommend creative solutions with the input of key stakeholders
• Build challenging developmental plans for all team members and evaluate results
• Generate new business for firm through community involvement, networking, and professional events/committees
• Develop and sustain excellent client relationships, owning the relationship end-to-end
• Provide effective performance feedback and on-the-job training
• Contribute to performance management to help assess readiness for promotion of staff and senior levels

Audit Manager – M&D, Technology

Manager

• Manage family law engagements utilizing analysts and senior consultants to support the expert witness.
• Consult on family law engagements and provide valuable financial insight and clarity to counsel during all stages of a business dispute, from case theory development and discovery to expert witness testimony.
• Manage the assembly, maintenance, and finalization of working papers that support the expert opinions and/or calculations.
• Review reports and assist the expert witness in preparing for trial.
• Handle billing and other project management tasks.
• Adhere to the highest degree of professional standards and strict client confidentiality.
• Perform other duties as assigned within the scope of practice.

Family Law Manager

Business Operations

• Meet with clients to assess current business systems (people, processes and technology)
• Prepare key findings and analysis reports on client systems
• Quickly learn ERP systems and third party applications, and be able to assist clients with system implementation and restructure projects
• Oversee extensive transactional flow analysis to assist in correcting errors found and complex reporting requirements setup
• Formulate plan and timeline for projects
• Manage complex ERP and restructuring implementation projects
• Convert records for input into new systems
• Consult with clients on best practices related to their business processes
• Review work performed by staff and provide sign off on projects
• Attend client and networking functions
• Prepare scope of work for projects, proposals and client engagement letters
• Business development efforts to include identifying and meeting with prospective clients, submitting proposals and building existing client relations
• Scheduling department workflow, client billing, and maintaining quality control
• Supervise staff on projects and provide performance feedback

Senior Digital Business Systems Consultant

• Lead engagement teams by performing financial due diligence procedures for buy-side and sell-side engagements for private equity, mezzanine funds, and strategic buyers
• Perform quality of earnings, debt and debt-like, working capital analysis
• Develop an understanding of a target’s business, recognize and evaluate key performance drivers, operational trends and developments of target companies, in addition to challenging target assumptions
• Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, net working capital trends, and indebtedness considerations
• Communicate due diligence findings and critical deal issues confidently in a clear, concise and articulate manner, both verbally and in written reports
• Create a collaborative team environment, motivate, and develop and mentor/coach team through communication and actions
• Lead and participate in people development and business development efforts
• Provide timely, high quality client service that meets or exceeds expectations
• Identify performance improvement opportunities and recommend creative solutions to complex issues, in addition to identifying critical post-closing issues to be addressed
• Growth minded, strengthens and develops client relationships, and oversee engagement economics and management of resources
• Collaborate with other Elliott Davis team members

Transaction Advisory Manager

Cloud Engineer

• Responsible for the design, implementation, optimization, and maintenance of enterprise IT infrastructure across both cloud and on-premises environments.
• Bringing strong technical expertise, this role supports system administration, troubleshooting, automation, and project delivery.
• Deploy and manage Azure services (VMs, storage, networking, security, automation).
• Implement and manage hybrid identity solutions including Azure AD Connect.
• Drive automation and streamline infrastructure management through scripting, orchestration, and automation tools.
• Implement and manage software-defined networking and secure access service edge (SASE) solutions, including ZTNA, SD-WAN, and FWaaS (Palo Alto Prisma Access experience preferred).
• Collaborate with the security team to ensure compliance and secure architecture across cloud and on-premises platforms.
• Manage firewalls, high-availability architectures, and core network protocols.
• Design, implement, and maintain enterprise systems including Windows Servers, Active Directory, storage, and virtualization platforms.
• Manage enterprise storage environments (SAN/NAS).
• Oversee system upgrades, patching, backups, and disaster recovery testing.
• Monitor and analyze system performance, availability, and capacity.
• Troubleshoot and resolve infrastructure-related incidents and service requests.
• Participate in 24/7 on-call rotation for critical system support.
• Maintain IT asset inventory and lifecycle management.
• Lead or contribute to IT projects, providing technical guidance and coordination.
• Develop and maintain documentation, including diagrams, configurations, and procedures.
• Mentor junior IT staff and provide technical training as needed.
• Manage vendor relationships and third-party service providers.

Senior Systems Administrator – Cloud Engineer

• Perform and assist in buy-side and sell-side due diligence engagements for private equity, mezzanine funds, and strategic buyers
• Ability to analyze large volumes of data to prepare an Excel data book, with an emphasis on the quality of earnings, debt and debt-like, and net working capital analysis
• Aptitude to understand and evaluate financial and operational trends of target companies, in addition to challenging target assumptions
• Assist and lead sections of due diligence meetings with target management
• Create and design tailored reports specific to key issues, such as normalized earnings, financial reporting, networking capital trends, and indebtedness considerations
• Ability to communicate due diligence findings confidently in a clear, concise and articulate manner both verbally and in written reports
• Ability to collaborate and work within teams to ensure timely and efficient product delivery
• Develop and strengthen productive working relationships with client personnel
• Collaborate with other Elliott Davis team members

Senior Transaction Advisory Consultant

• Develop and sustain excellent customer relationships with some of the top real estate companies in our market
• Collaborate with team members across the Firm to solve complex customer scenarios
• Develop anticipatory skills to advise customers through times of disruption and uncertainty
• Analyze and observe industry trends impacting customers and create solutions to propel them forward.
• Perform technical review of tax returns with varying complexity
• Identify and recommend creative solutions to complex customer issues
• Delegate and manage tax and research assignments to achieve an accurate and efficient product
• Review operating agreements, letters of intent, purchase agreements, and other legal documentation related to tax transactions
• Review and develop work papers to support partnership allocations, basis adjustments, and tax transactions.
• Perform administrative duties relative to the position
• Monitor economic performance of engagements, including billing and collections
• Schedule smooth system flow of tax returns
• Lead from within for team engagement, providing guidance on various projects and assignments
• Maintain familiarity with team’s qualifications and growth opportunities, reviewing assignments for appropriateness
• Provide effective performance feedback and on-the-job training, celebrating and awarding excellence in performance
• Coach and train employees to their maximum potential, providing ongoing feedback and development opportunities throughout the year
• Develop future leaders and life-long learners
• Attract and retain top talent by taking an active role in engaging your team throughout their career
• Discover opportunities to provide additional services and pursue new leads
• Collaborate cross-functionally within the firm to grow existing business and offer a variety of business solutions to customers and prospects
• Represent Elliott Davis in the business community and be active within professional organizations
• Be an active member of the local community by giving back and through service to others

Tax Manager – Real Estate

• Providing tax planning and compliance services for high net worth individuals and related trusts
• Developing and sustaining excellent client relationships to a level of becoming a trusted advisor
• Identifying issues and recommending creative solutions to complex client issues
• Managing client engagements to achieve optimum service expectations
• Developing and growing a business network with referral relationships, potential clients, and organizations to attract new business
• Holding yourself and others accountable for business development goals
• Recruiting, developing, and motivating team members
• Creating a highly collaborative environment in which team members reach out to others for input and ideas
• Promoting a culture of engagement, inclusion, and accountability for the organization’s core values and competencies for the teams that you lead.
• Setting and achieving stretch goals on a periodic basis that increases your value and contribution to the organization.

Tax Manager – High Net Worth

• Administer a HubSpot CRM (Sales & Marketing) to ensure data integrity and security.
• Analyze performance across HubSpot CRM (Sales & Marketing) to optimize lead generation and conversion.
• Work closely with Power BI analysts to maintain Power BI dashboards and data visualizations to support decision-making across our industries and markets.
• Deliver actionable insights to Chief Growth Officer, Industry Growth Leaders, and firm leadership.
• Supervise and mentor one analyst, ensuring high-quality analytics output.
• Collaborate with stakeholders to define KPIs and reporting frameworks.
• Present findings and strategic recommendations to senior leadership.
• Ensure data accuracy, consistency, and integrity across platforms.
• Identify opportunities for process automation and reporting efficiency.

Insights Manager

Accounting Manager

• Actively lead monthly accounting needs for customers by overseeing engagement teams
• Serve as a key point of contact on day-to-day accounting and advisory matters and/or technical/special projects for customers
• Conduct and review in-depth financial analysis, provide expert financial perspective, assess risk, analyze efficiency, and inform business decisions made by the customer
• Provide tactical accounting and advisory guidance to the customer and engagement team members
• Perform technical accounting review of highly complex advisory and associated deliverables
• Prepare various ad hoc and monthly recurring reports and analyses for customers
• Perform US GAAP conversions, document technical memos such as ASC 606 analysis, prepare US GAAP financial statements
• Utilize technology to properly communicate and record accounting and advisory matters
• Possess thorough knowledge of all facets of customers’ business to ensure customer understanding of engagement economics and to provide frequent updates
• Responsible for overall quality and accuracy of scope of services for customer portfolio
• Develop and manage relationships with customers, internal firm contacts, and AAS Engagement Team leaders
• Collaborate closely with customers to provide advisory services and additional service line SME project opportunities
• Provide developmental feedback to AAS and other internal team members
• Provide coaching and technical training for staff
• Demonstrate commitment to continuous improvement by implementing process enhancements that improve the quality of engagement deliverables and/or the efficiency and/or effectiveness of the engagements
• Responsible for customer invoicing and shareholder, principal, managing director communication
• Actively participate in growth opportunities through collaboration with other service lines, specialty groups, and referral sources
• Attend customer, recruiting and/or networking functions within local market, as appropriate

Accounting Advisory Services Manager

• Meet with clients to assess current business systems (people, processes, and technology)
• Support clients through ERP implementations
• Convert records for input into new systems for data migration
• Consult with clients on best practices related to their business processes
• Quickly learn systems and software applications, and be able to assist clients with system implementation and restructuring projects
• Participate in conversations with a variety of businesses in multiple industries about how to achieve their business goals
• Research and recommend optimal technology eco systems
• Communicate with software vendors to outline company technology needs
• Assist with preparing key findings and analysis reports on client systems
• Leading and/or participating in special projects and activities as assigned.

Senior Associate – Digital Business Systems Consulting

• Meet with clients to assess current business systems (people, processes, and technology)
• Prepare key findings and analysis reports on client systems
• Quickly learn ERP systems and third-party applications, and be able to assist clients with system implementation and restructure projects
• Perform extensive general ledger and transactional flow analysis to assist in correcting errors found and complex reporting requirements setup
• Formulate plan and timeline for projects
• Manage complex ERP and restructuring implementation projects
• Convert records for input into new systems
• Coordinate and train clients on an individual or group basis on use of system
• Complex payroll setups in clients accounting system
• Consult with clients on best practices related to their business processes
• Supervise staff on projects and provide performance feedback
• Other duties as assigned

Digital Business Systems Consulting Manager

Data Analyst

• Design and build client management reports and dashboards using financial and operational data
• Develop and maintain cash flow forecasts, budgets, and long-term financial models
• Perform data analytics to identify trends, anomalies, and opportunities for improvement
• Translate complex data into actionable insights for client decision-making
• Collaborate with internal teams to optimize reporting processes and automate workflows
• Communicate findings and recommendations clearly to clients and stakeholders
• Support onboarding and ongoing engagements with data-driven reporting tools
• Mentor associates and contribute to team development
• Engage with clients across various industries to support strategic planning and performance improvement
• Leverage technology to enhance data accuracy, reporting efficiency, and client experience

Senior Data Analyst, Accounting Advisory Services

• Provide tax, gift and estate planning and compliance services for individuals and related trusts
• Oversee tax preparation process for high-net-worth individuals, related family partnerships and trust tax returns to ensure compliance with state and federal tax regulations
• Consult on complex gifting and estate planning, quarterly and year-end consulting
• Identify tax issues and provide solutions to technical tax matters
• Engagement oversight and management to achieve accurate and efficient results
• Manage client engagements and develop/sustain excellent client relationships to become a trusted advisor
• Develop and grow a business network with referral relationships and potential clients to attract new business
• Lead, recruit, train, motivate, develop and review the work of team members; create a collaborative team environment
• Perform technical review and hold team accountable for business development goals and deliverables

Senior Tax Manager, High Net Worth/FWS

Security Engineer

• The Cyber Security Senior Manager conducts risk and security assessment activities with our customer, including analyses of customer environments, assessment of their current state of security and level of preparedness to protect their services and data and recommendations to address any gaps determined.
• This critical position partners with security architects/engineers, and various program management areas to create cybersecurity recommendations, response plans, and direction for the customer(s).
• Lead and execute strategic cybersecurity engagements
• Serve as a trusted advisor to customers translating complex cybersecurity concepts into actionable business insights
• Executing cloud and network security assessments
• Regularly perform or assist with performing gap assessments against known cybersecurity frameworks (NIST, PCI, CIS, etc.)
• Conduct internal configuration and vulnerability assessments of information systems using commercial and open-source assessment tools
• Document and analyze system configurations and provide recommendations on best practices
• Stay current with emerging threats, technologies, and regulatory requirements to guide customers effectively
• Create detailed, professional documentation / reports that clearly communicate vulnerabilities, mitigation strategies, and remediation steps

Senior Cybersecurity Manager

• The Cyber Security Manager conducts risk and security assessment activities with our customers, including analyses of customer environments, assessment of their current state of security and level of preparedness to protect their services and data and recommendations to address any gaps determined.
• This critical position partners with security architects/engineers, and various program management areas to create cybersecurity recommendations, response plans, and direction for the customer(s).
• Lead and execute strategic cybersecurity engagements
• Serve as a trusted advisor to customers translating complex cybersecurity concepts into actionable business insights
• Executing cloud and network security assessments
• Regularly perform or assist with performing gap assessments against known cybersecurity frameworks (NIST, PCI, CIS, etc.)
• Conduct internal configuration and vulnerability assessments of information systems using commercial and open-source assessment tools
• Document and analyze system configurations and provide recommendations on best practices
• Stay current with emerging threats, technologies, and regulatory requirements to guide customers effectively
• Create detailed, professional documentation / reports that clearly communicate vulnerabilities, mitigation strategies, and remediation steps