Elliott Davis

Director

• Lead buy-side and sell-side healthcare transaction services engagements, providing financial due diligence assistance to private equity, mezzanine funds, and strategic buyers
• Perform quality of earnings, quality of revenue, debt and debt-like, working capital analysis
• Develop an understanding of the client’s business, recognize and evaluate key performance drivers, operational trends and developments of target companies
• Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, networking capital trends, and indebtedness considerations
• Communicate due diligence findings confidently in a clear, concise and articulate manner both verbally and in written reports
• Ability to lead an engagement and provide real-time feedback and guidance to clients to ensure timely and efficient product delivery
• Create a collaborative team environment, motivate, and develop 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
• Lead conversations with teams, clients and stakeholders to build trust
• Identify performance improvement opportunities and recommend creative solutions to complex issues
• Be growth motivated, own client relationships and oversee engagement economics and management of resources
• Collaborate with other Elliott Davis team members
• Opportunity to engage in business development as a manager and early exposure to participating in the growth of the practice

Healthcare Transaction Advisory Director

Manager

Senior Manager, Healthcare Transaction Advisory

• Ensure compliance with federal, state, and local tax regulations for portfolio companies.
• Interpret and apply U.S. tax code sections related to partnerships and other investment structures.
• Demonstrate comprehensive knowledge of private equity portfolio company structures, including partnerships, corporations, and various investment vehicles.
• Advise on tax-related intricacies of partnership structures, allocations, and distributions.
• Provide consulting and tax modeling for mergers & acquisitions (M&A) and equity transactions.
• Collaborate with deal teams to assess tax implications and structure transactions efficiently.

Tax Senior Manager – Private Equity Portfolio Companies

Frontend Engineer

• Produce, maintain and modify the Elliott Davis website and user interfaces.
• Write clean, efficient, maintainable, and scalable code following best practices and coding standards, as needed, with programming languages such as HTML, CSS and JavaScript.
• Support the maintenance and optimization of existing web applications or make recommendations for upgrades/updates.
• Incorporate new applications, graphics, audio and video clips into website.
• Ensure the site aligns with the Elliott Davis brand guidelines and visual identity.
• Create components, apps, tools, and extensions that enhance the user’s website experience.
• Ensure websites are accessible across all major browsers, and are responsive across screen sizes from ultrawide monitors to smartphones.
• Perform routine testing of website for ease of use, speed and other quality factors
• Perform debugging to ensure the quality and reliability of web applications.
• Implement marketing campaigns, promotions, and new features on the website, using already-applied tools, such as HubSpot Marketing Hub, HubSpot Sales Hub, and other web applications.
• Monitor site metrics, making necessary improvements based on performance insights.
• Keep up-to-date with the latest web technologies and trends related to web experience, UI/UX, SEO (AEO/GEO), CRO (conversion rate optimization), page speed, accessibility, responsiveness, and AI augmentation.
• Collaborate closely with cross-functional teams, including designers, marketing, sales and growth strategists to ensure a seamless user experience.

Web Developer

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 Manager – Healthcare

Senior Accounting Advisory Manager – Healthcare

Financial Planning and Analysis

• Serve as the primary Workday subject matter expert, providing hands-on support for day-to-day operations and project initiatives within Workday Financial Management and PSA, including business process configuration, integrations support, EIBs, testing, and production issue resolution
• Act as the first point of contact for Workday Finance and PSA related issues, proactively monitoring and maintaining the Workday Production environment
• Configure and maintain Workday solutions across Finance, PSA, and Time Tracking, ensuring alignment with business requirements and best practices
• Lead the testing and evaluation of new Workday features and functionality, including unit testing, regression testing, User Acceptance Testing (UAT), and pre-launch validation, while contributing to semi-annual Workday release planning and execution
• Build and maintain advanced Workday Financial reports (Matrix and Composite) to deliver accurate, actionable insights to key stakeholders
• Configure, maintain, and optimize Finance and PSA business processes, custom objects, and condition rules, while ensuring compliance with security requirements
• Monitor, triage, and resolve Workday financial-related support tickets in a timely manner to maintain operational excellence and high system reliability
• Other duties as assigned

Workday System Analyst – Financials, PSA

• Lead and oversee monthly accounting and advisory services for construction customers, including supervision of engagement teams
• Serve as primary point of contact for day-to-day accounting, financial reporting, and advisory matters, as well as technical and special projects
• Conduct and review in-depth financial and operational analyses, including job cost performance, WIP schedules, margin analysis, backlog and cash flow
• Provide expert Accounting and Advisory guidance related to construction-specific topics such as revenue recognition, retainage, change orders, claims and contract modifications.
• Perform technical accounting reviews of complex deliverables, ensuring compliance with US GAAP and industry best practices
• Prepare and review monthly, quarterly, and ad hoc financial reports and analyses for customers
• Develop a deep understanding of customers’ business operations, project portfolios, and engagement economics to provide proactive insights and updates
• Provide coaching and mentoring, and developmental feedback to AAS team members
• Collaborate closely with customer to provide advisory services and additional service line SME project opportunities
• Collaborate with tax department to drive advisory services for new and existing customers as well as continually improve workflow and collaboration between the functions.
• Actively participate in growth opportunities through collaboration with other service lines, specialty groups, and referral sources.
• Deliver technical training and construction accounting knowledge to staff and seniors
• Attend customer meetings, industry events, recruiting activities, and networking functions within the local market, as appropriate

Senior Manager, Accounting Advisory – Construction

• 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, Commercial

• Possess thorough knowledge of all facets of the customer’s business to ensure customer understanding of engagement economics and to provide frequent updates
• Actively communicate the progress of engagements, problems, and resolutions to customers
• Continuously improve specialty area knowledge and educate the team on new audit practices and processes
• Manage billable hour budgets and follow up when the team is over/under to determine the cause
• Perform technical tax review of assigned tax returns simultaneously and of varying complexity
• Research and identify complex tax issues and recommend creative solutions with the input of key stakeholders
• Build challenging developmental plans for all team members and evaluate the results
• Delegate and manage tax and research assignments to achieve accurate and efficient product
• 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 tax team
• Generate new business for the firm through community involvement, networking, and professional events/committees
• Develop and sustain excellent customer 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

Tax Manager – Commercial

• Developing and sustaining excellent client relationships with some of the top real estate companies in our market
• Performing technical review of tax returns with varying complexity
• Identifying and recommending creative solutions to complex client issues
• Reviewing operating agreements, letters of intent, purchase agreements, and other legal documentation related to tax transactions
• Monitoring economic performance of engagements, including billing and collections
• Recruiting, developing, and motivating team members, creating pools of ready-now leaders
• Collaborating cross-functionally within the firm to grow existing business and offer a variety of business solutions to clients and prospects
• Developing and growing a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business.

Senior Tax Manager – Commercial

• Lead family law engagements utilizing analysts, senior consultants, and managers to support the expert witness.
• Develop case strategy, manage client expectations and multiple engagements simultaneously.
• Participate in developing business from existing and prospective clients by expanding relationships.
• Participate in marketing and business development efforts including webinars, presentations, and events.
• Act as key point of contact with client.
• Handle billing and other project management tasks.
• Coaching, advising, and directing team members in managing and meeting client expectations.
• 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, with attention to detail, the assembly, maintenance, and finalization of working papers that support the expert opinions and/or calculations. Present findings in a succinct manner targeted to the knowledge base of your audience.
• Review reports and assist the expert witness in preparing for trial.
• Participate in deposition and trial settings, including assisting with preparations leading up to depositions and trials.
• Adhere to the highest degree of professional standards and strict client confidentiality.
• Perform other duties as assigned within the scope of practice.

Family Law Litigation Support Director – Forensic Valuation, Litigation Support

Operations

• Deliver timely, high‑quality client service that exceeds expectations.
• Lead multiple data‑driven finance transformation engagements, overseeing workstreams such as: Analytics in support of QoE and FP&A during due diligence FP&A modernization BI/reporting implementation Data architecture and systems connectivity Operational analytics and performance dashboards
• Build integrated data and reporting environments (e.g., Power BI, system APIs, data cubes) that enhance transparency, accuracy, and timeliness across the organization.
• Develop and implement scalable forecasting, budgeting, and KPI frameworks aligned to strategic goals.
• Identify and close data and reporting gaps; design processes that ensure accurate and consistent data capture across systems.
• Translate complex financial and operational data into clear insights, narratives, and recommendations for executive teams and investors.
• Partner with cross‑functional leaders to integrate finance data with operations, sales, and technology to improve end‑to‑end visibility.
• Manage client relationships, project economics, and resource planning.
• Support business development efforts, including proposal creation, thought leadership, and market presence.
• Ensure deliverables meet firm quality standards and are completed on time.

Manager – Strategy & Operations, Data & Analytics

• Manage litigation support engagements utilizing analysts and senior consultants to support the expert witness.
• Consult on litigated disputes 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.
• Adhere to the highest degree of professional standards and strict client confidentiality.

FVLS Manager – Business Valuation

• Manage forensic accounting and commercial litigation support engagements
• Takes a lead role in developing case strategy, meeting client expectations and managing multiple engagements simultaneously.
• Has a proven track record of developing business and referral sources.
• Participates in developing business from existing and prospective clients by expanding relationships and referral sources.
• Participate in marketing and business development efforts including webinars, presentations, and events.
• Act as key point of contact with client.
• Handle billing and other project management tasks.
• Coaching, advising, and directing team members in managing and meeting client expectations.
• Prepare and/or oversee development of economic damages models and reports to ensure analysis adequately supports conclusions reached.
• Participate in deposition and trial settings, including assisting with preparations leading up to depositions and trials.
• Demonstrate an understanding of forensic and litigation support standards and methodologies.
• Adhere to the highest degree of professional standards and strict client confidentiality.
• Other duties as assigned within the scope of the practice.