Plante Moran

Accounting Manager

• Conduct detailed forensic investigations and financial analyses
• Collect, organize, and analyze documentation
• Prepare comprehensive reports which support findings
• Stay updated with the latest forensic accounting tools and techniques

Forensic Accounting – Manager

Marketing

• Support the management and maintenance of the firm’s marketing technology stack, including CRM, marketing automation and other tools as assigned
• Assists with data management to ensure data accuracy, consistency and integrity across various marketing technology platforms
• Work with firm and marketing colleagues as a first point of contact for technical issues; troubleshoot problems and collaborate with our system admins to resolve issues
• Assist in building, testing, and deploying digital marketing campaigns through CRM and marketing automation and other tools as assigned
• Assist with the training to users new functionality, tools and marketing best practices
• Assist with other MarTech projects, as assigned.

Marketing Technology Coordinator

Operations

• Process and reconcile daily account activity, including trades, cash movement, and custodial downloads
• Post disbursements and deposits (checks, wires, ACH) and maintain accurate, audit-ready payment documentation
• Maintain account data such as cost basis updates, market values, demographic changes, and asset transfers
• Research and resolve operational issues, responding to requests from internal and external partners and escalating risks as needed
• Support system workflows, including trade settlement, vendor/custodian coordination, and backup processing duties
• Assist with audits and compliance, ensuring adherence to procedures, documenting controls, and supporting regulatory requests
• Collaborate and cross-train with team members to ensure consistent coverage and continuous process improvements

Trust Operations Analyst

Financial Planning and Analysis

• Conducting investment due diligence and related research on various investment related topics, including mutual funds, exchange-traded funds, separately managed accounts, alternative investments, stocks, and bonds.
• Collaborating with other team members to provide sound investment solutions for clients.
• Preparing and interpreting reports to illustrate structural and statistical characteristics of investment portfolios, vehicles, and strategies.
• Engaging regularly with leading money management firms and PMFA’s advisors as part of ongoing due diligence and investment consulting activities.
• Developing research materials and presenting to a variety of committees on topics related to various asset classes, investment vehicles, and economic and capital market conditions.
• Assisting with the development and delivery of analysis, presentations, and commentaries for clients and the public on matters related to the economy, policy, and the capital markets.

Investment Analyst

Consultant

• Gathering requirements from client stakeholders
• Architecting client data and analytics environments
• Designing, developing, and deploying data warehouses
• Performing advanced SQL scripting and data engineering
• Facilitating the conceptual/logical data modeling process
• Developing advanced ETL processes and data pipelines
• Performing API integration, deployment, and support
• Developing and deploying reports and BI solutions
• Mentoring and coaching less experienced staff
• Participating in firm/client innovation projects
• Supporting practice development activities
• Supporting project management

Senior Business Analytics Consultant

Full-stack Engineer

• Design and develop custom SharePoint solutions
• Translate functional and technical requirements into sprint plans
• Ensure alignment with enterprise architecture standards
• Estimate customization efforts
• Integrate SharePoint with Microsoft 365 services
• Customize SharePoint branding and interfaces
• Provide technical support and documentation
• Collaborate with stakeholders for user-centered solutions

Full Stack Developer

• Participate in the development and implementation of a tax technology strategy/roadmap to automate, streamline, and standardize the firm’s tax operations
• Assist in developing low to no-code technology solutions for the tax department
• Collaborate with Tax Subject Matter Experts to design, develop, test, deploy, and maintain tools and templates leveraged by engagement teams
• Work closely with individuals across the tax department to understand their needs and help develop technology solutions
• Gain an understanding of the firm's technology stack and usage, along with tax processes
• Analyzing technology vendors and their products to help the tax department make informed investment decisions
• Participating in strategic research projects on advanced technology.