Elliott Davis

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

Risk

• Win (Business Development, Relationship Management): 30%-50% time allocation
• Collaborate with growth leaders across the firm to support business development efforts by meeting with their clients/prospects, identifying opportunities to serve, and developing and presenting proposals.
• Maintain good relationships with existing SOC Reporting, PCI, and HITRUST customers with the intent to become their trusted advisor.
• Maintain good relationships with existing SOC Reporting, PCI, and HITRUST customers with the intent to renew and expand our services.
• Become a recognized leader through live speaking engagements and the creation of whitepaper publications.
• Do (Billable Work, Running the Practice): 35%-50% time allocation
• Manage and review the work of the team to ensure quality standards are met and opportunities to provide additional value to customers are identified, as well as to identify ways to expand our customer relationships are captured.
• Perform quality reviews on customer deliverables
• Ensure services are delivered with excellence, on-time and on-budget.
• Ensure the team effectively communicates the status of projects and deliverables to customers.
• Work with the centralized billing department to issue customer invoices timely and accurately.
• Address any customer issues that could impact timely payment of invoices.
• Develop and manage to an annual Net Revenue and Gross Margin budget.
• Manage suppliers to achieve optimal value and performance to our customers.
• Build (New and Changing Services): 10%-20% time allocation
• Work with the Digital Risk Services Practice Leader to consider and evaluate new service offerings.
• Think strategically about practice enhancements and implement and manage change.
• Attract key talent to implement and expand the services.
• Serve as a coach/mentor for personnel on the team, including participating in the creation and rollout of training and developing skill sets.
• Perform other duties as assigned within the scope of the practice.

Digital Risk Services Director – SOC Reporting, HITRUST

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 Manager, Digital Business Systems Consulting

Financial Planning and Analysis

• Provide timely, high quality client service that meets or exceeds client expectations
• Lead multiple healthcare-focused finance transformation engagements and oversee workstreams including accounting and month-end close, FP&A, and/or technology, often as part of interim finance leadership – both buy-side post close and sell-side preparation and diligence support.
• Address and rectify financial information gaps by implementing robust accounting processes, policies, and procedures to ensure the generation of accurate financial data
• Assist with preparation of opening balance sheets and post-close purchase price adjustments
• Develop an understanding of the client's business and recognize key performance drivers, trends and developments and identify performance improvement opportunities and recommend creative solutions to complex issues and broaden our business relationships where possible
• Be growth motivated, own client relationships and oversee engagement economics and management of resources
• Identify new client pursuits, develop proposal and thought leadership content, and be visible in the market
• Lead conversations with teams, clients and stakeholders to build trust
• Collaborate closely with personnel from the acquired entity as well as client teams to facilitate smooth engagement execution
• Ensure all deliverables are completed on time and meet the firm’s quality standards
• Oversee engagement operations, including staff scheduling and budget management
• Create a collaborative team environment and motivate team through communication and actions
• Coach and develop team members

Manager – Strategy & Operations, Finance Transformation – Healthcare

Solutions Engineer

• Lead the solutions delivery team, ensuring alignment with organizational goals and delivery of high-quality solutions.
• Define and execute a roadmap for cloud-first architecture and AI-enabled automation across business systems.
• Align technology initiatives with firm-wide goals for scalability, security, and compliance.
• Drive migration of legacy applications and integrations to cloud platforms (Azure, AWS).
• Implement best practices for cloud security, cost optimization, and performance monitoring.
• Identify opportunities for AI and machine learning to automate workflows, improve data accuracy, and enhance decision-making.
• Deploy intelligent bots and predictive analytics to streamline tax, audit, and advisory processes.
• Oversee design and implementation of secure, scalable integrations between ERP, CRM, and specialized accounting systems.
• Ensure compliance with data governance and regulatory standards during modernization efforts.
• Lead development of custom applications leveraging cloud-native services and AI capabilities.
• Manage full SDLC with emphasis on agile delivery and DevOps practices.
• Foster a culture of innovation and continuous improvement.
• Collaborate with internal stakeholders and external technology partners to deliver cutting-edge solutions.
• Develop and maintain governance frameworks for application lifecycle management, including coding standards, documentation, and version control.
• Drive adoption of modern development methodologies and tools, such as Agile, DevOps, and CI/CD, to optimize delivery and quality.
• Monitor and evaluate team performance, providing mentorship and fostering a culture of continuous improvement and innovation.
• Negotiate contracts and manage relationships with cloud and AI solution providers.
• Other duties as assigned.

Elliott Davis

Family Law Manager

Digital Risk Services Director – SOC Reporting, HITRUST

Senior Manager, Digital Business Systems Consulting

Manager – Strategy & Operations, Finance Transformation – Healthcare

Director of Solutions Architecture

Senior Manager – Strategy & Operations, Finance Transformation, Healthcare