Elliott Davis

Solutions Engineer

• Lead discovery workshops with client executives to translate business objectives, constraints, and success criteria into practical AI architectures and delivery roadmaps.
• Own end-to-end solution design for AI-enabled workflows, agents, and copilots, including RAG patterns, orchestration, tool use, evaluation, guardrails, and human-in-the-loop design.
• Deliver client engagements hands-on when required, writing code, building prototypes, and shipping production-grade solutions rather than only advising from a whiteboard.
• Establish integration patterns with client enterprise systems (ERP, HCM, CRM, document management, identity, observability) so solutions are operable and supportable in production.
• Set technical standards, reference architectures, and reusable accelerators that scale delivery quality across the practice.
• Partner with growth leaders across the firm to shape and win new AI engagements, including scoping, estimating, proposal development, and executive presentations.
• Collaborate with the Governance, Risk, and Compliance practice to embed responsible AI controls (NIST AI RMF, ISO 42001, model risk management) into every solution.
• Coordinate across multiple consulting service lines to deliver integrated solutions aligned to the AI Value Path.
• Engage, mentor, and grow a team of ready-now technical leaders, including AI engineers, integrations engineers, and solution architects.
• Maintain trusted-advisor relationships with existing clients to renew and expand services.
• Attend and speak at client, partner, and industry events to build the practice's technical brand.
• Perform other duties as assigned within the scope of the practice.

AI Solutions Architect – Director

Learning and Development

• Provide confidential one-on-one coaching to associates and other employees as assigned, with a focus on growth, self-awareness, confidence, ownership, and practical action.
• Support employees navigating common workplace transitions or challenges, including role clarity, prioritization, communication, feedback, collaboration, and confidence.
• Maintain appropriate coaching boundaries by supporting growth and self-directed action without influencing career or compensation decisions.
• Apply International Coaching Federation principles and ethical standards, including confidentiality, professional integrity, and clear coaching agreements.
• Coach associates during early career stages to help them build meaningful connections to the firm and take ownership of their growth.
• Support large cohort delivery through a mix of one-on-one coaching, group coaching, program communications, and resource follow-up.
• Conduct individual CliftonStrengths debriefs and help employees connect their Top 5 themes to practical workplace behaviors.
• Support Strengths Foundations sessions, team workshops, team grids, and strengths follow-up resources.
• Coach employees and teams to name, claim, and aim their Strengths in practical ways that enhance performance, collaboration, communication, and self-awareness.
• Provide coaching support connected to leadership development programs, manager transitions, and ad hoc leader requests, as assigned.

Learning & Development Coach

IT Support

• oversee the audit process from planning to completion for clients as part of the company’s annual audit plan
• supervising the audit process
• researching, reviewing current processes and providing recommendations to enhance company policies and procedures
• responsible for training, supporting, supervising, motivating, and reviewing the work of audit staff and senior members
• Actively communicate progress of engagements, problems, and resolutions to clients
• Continuously 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
• 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
• Celebrate individual and team accomplishments and be part of recruiting new and experienced staff
• 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

Financial Planning and Analysis

• Assist in performing internal audit engagements across core banking functions, including: Loan operations and credit administration, Deposit operations, ACH and electronic payments, Wire transfers, Branch operations, Accounting and financial reporting, Human resources and payroll, Enterprise Risk Management (ERM), Model Risk Management (MRM), Investment and treasury operations.
• Execute audit procedures, including walkthroughs, testing of controls, and validation of operational processes.
• Identify and assess risks, control gaps, and process inefficiencies across operational and financial areas.
• Perform detailed testing of transactions, reconciliations, system controls, and compliance with internal policies and regulatory requirements.
• Assist in the evaluation of internal controls related to financial reporting, safeguarding of assets, and operational effectiveness.
• Document audit procedures, findings, and supporting workpapers in accordance with professional audit standards.
• Prepare clear and concise audit reports, including observations, root cause analysis, and practical recommendations.
• Support compliance assessments related to applicable banking regulations and guidance (e.g., FDIC, OCC, Federal Reserve, state banking regulators).
• Participate in meetings with clients and internal stakeholders to gather information and communicate audit progress.
• Contribute to project management across multiple audit engagements, ensuring timelines and deliverables are met.
• Support continuous improvement initiatives, including development of audit tools, methodologies, and process enhancements.
• Perform other duties as assigned.

Internal Audit Associate – Financial Services

• Possess thorough knowledge of all facets of client’s business to ensure client understanding of engagement economics and to provide frequent updates
• Actively communicate progress of engagements, problems, and resolutions to clients
• Continuously 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
• Manage billable hour budgets and follow up when team is over/under to determine cause
• Assume responsibility for and provide direction and coaching to audit team
• 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
• Celebrate individual and team accomplishments and be part of recruiting new and experienced staff
• Provide effective performance feedback and on-the-job training
• Contribute to performance management to help assess readiness for promotion of staff and senior levels

• Apply tax knowledge to intermediate level flow-through returns and all levels of individual returns
• Review basic tax return engagements
• Work effectively in analyzing business transactions
• Perform complete & efficient reviews of individual and business tax returns while providing guidance to other staff
• Gather data from client, A&A department, and third party sources
• Perform tax research with view for alternatives to satisfy client’s objectives
• Resolve all open items/issues encountered on assigned engagements
• Direct and control concurrent assignments to successful completion
• Bottom-line management of assigned engagements and individual productivity opportunities
• Teach, develop and oversee staff through engagements; delegate assignments and tasks
• Provide honest, objective and constructive feedback in timely manner to staff
• Collaborate to identify and sell opportunities among existing clients
• Serve as a mentor and role model through active participation in firm committees, departmental matters and events

Senior Tax

Financial Crime

• Lead regulatory compliance, BSA/AML, and fair lending audit engagements for financial institution clients, including planning, execution, and reporting
• Oversee risk assessment, testing strategies, and documentation to ensure alignment with regulatory expectations and firm methodologies
• Perform high-level review of workpapers, findings, and reports to ensure accuracy, consistency, and quality of deliverables
• Communicate engagement results, findings, and recommendations clearly and confidently to clients, both verbally and in written reports
• Serve as a primary point of contact for clients, building trusted relationships and providing ongoing advisory support
• Provide real-time feedback, guidance, and coaching to engagement teams to ensure timely and efficient delivery
• Lead engagement teams by creating a collaborative environment, motivating team members, and fostering professional development
• Support staffing decisions and workload management to balance execution, review, and growth across the team
• Identify opportunities for process improvement, including enhancements to audit programs, workpapers, and delivery methodologies
• Assist in standardizing practices, tools, and templates to improve efficiency and consistency across engagements
• Partner with leadership to support engagement scoping, pricing, and resource planning
• Participate in business development efforts, including proposal development, client presentations, and identifying opportunities to expand services
• Collaborate with other Elliott Davis team members across service lines to deliver integrated client solutions
• Provide high-quality client service that meets or exceeds expectations while maintaining strong engagement economics

Director – Regulatory Compliance, BSA/AML

• Oversee the audit process from planning to completion for clients as part of the company’s annual audit plan
• Supervise the audit process, researching, reviewing current processes, and providing recommendations to enhance company policies and procedures
• Train, support, supervise, and review the work of audit staff and senior members
• Possess thorough knowledge of all facets of client’s business to ensure client understanding of engagement economics and to provide frequent updates
• Actively communicate progress of engagements, problems, and resolutions to clients
• Continuously 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
• Assume responsibility for and provide direction and coaching to audit team
• 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
• Celebrate individual and team accomplishments and be part of recruiting new and experienced staff
• 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

• Possess thorough knowledge of all facets of client’s business to ensure client understanding of engagement economics and to provide frequent updates
• Actively communicate the progress of engagements, problems, and resolutions to clients
• Continuously improve specialty area knowledge and educate team on new audit practices and processes
• Manage billable hour budgets and follow up when the team is over/under to determine the 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
• Manage billable hour budgets and follow up when the team is over/under to determine the cause
• Assume responsibility for and provide direction and coaching to the audit team
• Generate new business for the firm through community involvement, networking, and professional events/committees
• Develop and sustain excellent client relationships, owning the relationship end-to-end
• Celebrate individual and team accomplishments and be part of recruiting new and experienced staff
• 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 – Alternative Investments

• Provide clients with detailed advice on complex pass-through entity state income/franchise tax planning matters
• The primary focus of this position will be in be state income and franchise tax advisory with extensive work with pass-through entities and merger and acquisition activities
• Provide timely, high-quality client service that meets or exceeds client expectations
• Perform or manage technical assignments in the following areas for state income taxes: pass-through entity tax planning, merger and acquisition strategic planning, due diligence reviews, state tax provision reviews, state filing methodology reviews, state modification research and guidance, apportionment reviews, state income tax audits, nexus studies, and state tax planning
• Research and resolve complex state and local tax issues
• Prepare technical memoranda, matrices, and other client deliverables
• Draft internal and external SALT Alerts
• Recognize opportunities and market state and local tax services to clients and prospects
• Assist with new business development, extended service and tax issue recognition for existing clients.
• Remain up to date on current state tax practices and changes in tax law

State and Local Tax Manager – Income/Franchise Tax

• Perform valuations for financial reporting (ASC 820, ASC 805), including intangible asset valuations and purchase price allocations.
• Assist the management team in vetting third-party valuation reports for audit clients to ensure assumptions are defensible.
• Build and maintain financial models for stock options, warrants, and derivative valuations.
• Draft comprehensive valuation reports and memorandums that clearly communicate underlying skillsets and conclusions to audit partners and clients.
• Assist the broader FVLS team on general valuation engagements as needed to meet firm-wide capacity needs.
• Other duties as assigned within the scope of the practice.

Senior Fair Value, Financial Reporting

Project Manager

• Lead complex, cross‑functional projects, with a focus on outcome value
• Own end‑to‑end delivery across planning, execution, risk management, and closure
• Apply fit‑for‑purpose delivery approaches (waterfall, agile, hybrid) tailored to each effort
• Manage interdependencies, milestones, budgets, and delivery commitments
• Serve as the primary facilitator and integrator across business leaders, IT teams, and external vendors
• Support converting business outcomes to technical requirements
• Generate technical progress, risks, and decisions into clear, executive‑level communication
• Drive alignment across diverse stakeholder groups with differing priorities
• Maintain strong executive confidence through transparency, clarity, and follow‑through
• Partner with business and IT leaders to ensure solutions are adopted, embedded, and delivering value
• Incorporate organizational change considerations (training, communications, readiness) into delivery plans
• Track and report on adoption outcomes and usage indicators—not just delivery milestones
• Establish and evolve repeatable project management standards appropriate for innovation, IT, and transformation work
• Identify opportunities to improve delivery consistency
• Contribute to portfolio visibility, prioritization discussions, and delivery health reporting
• Mentor other PMs as the function matures and scales
• Partner closely with solution and enterprise architects to ensure delivery plans reflect technical realities
• Be conversant in core concepts related to data platforms, cloud services, AI, and automation
• Manage vendor relationships, delivery commitments, and escalation paths effectively