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 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.

Associate – Fair Value & Financial Reporting

• 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

Tax Senior – Private Equity

• 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

• Provide clients with detailed advise 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
• Other duties as assigned.

Senior Manager, State and Local Tax – Income/Franchise Tax

• Oversee the preparation/review of tax-exempt filings (Forms 990, 990-PF, 990-T) and related filings.
• Champion a coaching culture by providing clear, timely feedback, and technical mentorship to Seniors and Associates.
• Lead with a client-first mindset, proactively anticipating the needs of tax-exempt entities and serving as a high-level strategic advisor.
• Perform complex tax research and draft technical memoranda, serving as a firm-wide resource for specialized nonprofit tax issues.
• Manage timelines effectively across multiple complex engagements, ensuring team momentum remains high during peak filing cycles.
• Generate opportunities with new and existing clients by building solid professional relationships and engaging in community and civic associations.
• Communicate industry developments both internally and externally, contributing to the firm’s "Always Getting Better" mindset through continuous knowledge sharing.
• Other duties as assigned within the scope of the practice.

NFP Tax Manager

IT Support

• 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

Audit Manager – M&D

Human Resources

• Manage and maintain all required Affirmative Action Plans (AAPs), including Section 503 and VEVRAA
• Ensure firm ‑ wide compliance with OFCCP, EEO, and federal contractor regulations across recruiting, hiring, compensation, promotions, and terminations
• Lead preparation for and response to OFCCP audits and compliance reviews, including data submissions, narrative responses, and corrective action plans
• Conduct ongoing compliance monitoring, including workforce utilization, adverse impact, and outreach effectiveness analyses
• Maintain audit ‑ ready documentation and ensure compliance with record retention requirements
• Partner with HRIS, Payroll, Talent Acquisition, and Finance to ensure data accuracy and consistency for compliance reporting
• Review personnel and compensation data to identify potential compliance risks and support mitigation strategies
• Support internal audits and compliance assessments related to employment practices
• Develop, review, and update HR policies and procedures to align with federal contractor and EEO requirements
• Provide guidance and training to HR, recruiters, and hiring managers on compliance obligations and best practices
• Monitor regulatory and legislative updates impacting federal contractors and assess implications for firm practices
• Serve as a trusted advisor and subject matter expert on OFCCP and federal contractor compliance
• Collaborate with Legal, external consultants, and internal stakeholders on audits, investigations, and remediation efforts

Human Resources Compliance Manager

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

Risk

• Lead and manage model validations, internal audits, and consulting engagements related to: Current Expected Credit Losses (CECL), Asset Liability Management (ALM), Interest Rate Risk (IRR), Liquidity Risk, Budgeting and forecasting models, Risk ‑ Adjusted Return on Capital (RAROC)
• Serve as a senior technical authority on financial institution modeling approaches, risk frameworks, quantitative methods, and regulatory expectations
• Oversee detailed evaluation of model theory, assumptions, data, methodology, controls, cash flow logic, calibration, implementation, and performance monitoring
• Review and approve high ‑ quality written reports summarizing findings, recommendations, and model improvement strategies
• Lead, coach, and mentor team members across multiple simultaneous engagements
• Oversee staff development, provide performance feedback, and support ongoing technical training initiatives
• Allocate resources, set engagement timelines, and ensure successful completion of project milestones
• Serve as a trusted advisor to financial institution executives and risk leaders
• Communicate engagement progress, technical findings, and strategic recommendations clearly and confidently
• Assist clients in enhancing model governance practices, strengthening model risk frameworks, and implementing regulatory expectations
• Participate in and help drive business development initiatives, including opportunity identification, proposal development, and client presentations
• Contribute to internal methodology enhancements, knowledge‑sharing, and development of best‑practice tools
• Lead external presentations related to subject matter expertise, on occasion
• Help shape the long‑term strategy of the Model Risk Management practice

Senior Manager – Model Risk Management

• As an Associate, you will support senior team members and gain hands‑on experience in areas such as model validation, financial risk assessment, and analytical review.
• Responsibilities include: Assist in performing model validations, internal audits, and consulting engagements related to Current Expected Credit Losses (CECL), Asset Liability Management (ALM), Interest Rate Risk (IRR), and Liquidity Risk.
• Conduct research and analysis to identify model assumptions, limitations, and potential control risks.
• Perform testing and documentation of model components, including data inputs, methodologies, and outputs.
• Support the evaluation of cash flow modeling, forecast performance, and model reasonableness.
• Apply understanding of key economic indicators such as unemployment, GDP, inflation (CPI), and interest rates to assess model behavior and risk impacts.
• Assist in preparing clear, professional reports summarizing validation procedures, findings, and recommendations.
• Participate in client discussions with senior team members, helping address questions and gather information.
• Contribute to project organization and workflow management across multiple concurrent engagements.
• Support the team through research, analysis, and development of internal tools or process enhancements.
• Perform other duties as assigned.

Elliott Davis

Associate – Fair Value & Financial Reporting

Tax Senior – Private Equity

Workday System Analyst – Financials, PSA

Senior Manager, State and Local Tax – Income/Franchise Tax

NFP Tax Manager

Audit Manager – M&D

Human Resources Compliance Manager

Healthcare Transaction Advisory Director

Senior Manager – Model Risk Management

Associate – Model Risk Management

Healthcare Transaction Advisory Director

Senior Manager, Healthcare Transaction Advisory