Financial Planning and Analysis

• Manage and oversee engagement teams on buy-side and sell-side financial due diligence engagements/projects
• Supervise, develop and train staff on engagements
• Evaluate performance and participate in individual's performance appraisal process
• Interact directly with managers and partners on matters related to client and engagement management
• Strengthen existing client relationships and developing new business opportunities by providing outstanding client service
• Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service
• Invest in professional development through active participation in training sessions and networking events both internally and externally
• Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program
• Demonstrate excellent team skills, positive attitude and high ethical standards

Financial Due Diligence Director

Senior Finance Systems Manager

Financial Planning Consultant

Director – Financial Business Partner, GCC

FP&A Analyst

Dynamics 365 Finance and Operations Developer