Elliott Davis

Financial Planning and Analysis

• 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

IT Support

• Oversee the audit process from planning to completion for clients
• Supervise the audit process, research, review current processes and provide recommendations
• Communicate the progress of engagements, problems, and resolutions to clients
• Continuously improve specialty area knowledge and educate the team on new audit practices and processes
• Manage billable hour budgets
• Lead multiple auditing and accounting projects and client engagements simultaneously
• Delegate and manage audit and accounting assignments
• Research and identify complex audit issues and recommend creative solutions
• Build developmental plans for all team members and evaluate results
• Manage billable hour budgets
• Provide direction and coaching to the audit team
• Generate new business for the firm through community involvement, networking, and events/committees
• Develop and sustain excellent client relationships

Audit Manager – SOX Compliance

Analyst

• Serve as the Workday Recruiting, Onboarding, and Candidate Engagement subject matter expert, providing configuration, ongoing support, and guidance
• Support additional Workday modules, including Learning, Journey’s and Absence & Time Tracking, as business needs and system capabilities evolve
• Design, develop, and maintain Advanced, Matrix, and Composite reports.
• Create, configure, and maintain Workday security groups, domain security policies, and business process security
• Perform testing and validation of new features, including release planning, testing and ensuring configurations remain accurate and compliant
• Demonstrate accountability for assigned functional areas by proactively managing work from intake through solution and follow‑up.
• Support implementation of new functionality and optimization projects as business needs evolve
• Ability to assess system, reporting, and security impacts related to configuration changes and Workday releases

Workday Analyst

Manager

• Identify issues and recommend creative solutions to complex client issues
• Work and communicate effectively with staff and clients to enhance their understanding of business and audit processes
• Direct and control engagement planning process to successful completion
• Participate in the billing and collection process
• Schedule, staff, and coordinate engagement workflow
• Pursue opportunities to provide additional services; pursue leads; retain clients
• Develop and maintain strong business relationships with individual clients and appropriate financial officers
• Coach and develop staff’s understanding of our business and general business world
• Serve as a mentor and role model

Senior Audit Manager – Real Estate

Accounting Manager

• Financial record keeping: maintain accurate and up-to-date financial records including supporting schedules and work papers, general ledgers, journals, and accounts payable/receivable
• Month-end closing activities: assist in month-end and year-end closing procedures, including reconciliations, accruals, and adjusting entries.
• Financial reporting: assist in the preparation of financial statements and reports for management review.
• Software proficiency: utilize accounting software and tools proficiently and contribute to system improvements and upgrades.
• Continuous improvement: identify and recommend process improvements to enhance efficiency and accuracy in financial operations.
• Ad hoc projects: Participate in special projects and initiatives as assigned by management, contributing accounting expertise and support.
• Communication: communicate effectively with internal stakeholders and external parties, providing clear and concise financial information and assistance.
• Professional development: stay up to date on accounting standards, regulations, and industry trends through continuous learning and professional development activities.
• Expand your experience by working on various business structures in multiple industries.
• Collaborate with tax, audit, and various consulting teams to provide the best service to Elliott Davis customers.
• Mentor and train interns
• Leverage technology for increased efficiency
• Work with intelligent and innovative professionals who challenge you to grow and be your best self.

Accounting Advisory, Experienced Associate

• 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, 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 – Real Estate

• 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 valuation methodologies, key assumptions, 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.