Riveron

Financial Planning and Analysis

• Execute project plans and deliver solutions across the following FP&A domains:
• Performance visibility – deliver end-to-end reporting solution for clients, inclusive of KPI/metric selection, back-end data solution, and visualization dashboards
• Financial planning – assist clients with developing forecasting and budgeting processes, implementing planning technologies and developing long-range models
• Interim FP&A – support clients in an interim FP&A leadership capacity
• Decision support – provide clients with point-specific FP&A solutions, such as 13-week cash flow models, ROI models, pricing analysis, revenue and profitability analysis, and organizational design

Senior Associate, Financial Planning and Analysis

Director

• Collaborate with Riveron team members to develop effective OneStream solutions
• Lead client specific monthly Administrative and Managed Service needs including but not limited to daily Helpdesk support, Application Performance Monitoring, Month End Close and Consolidation Tasks, Budget/Forecast Tasks, Enhanced/New Report development, and Client Training and Documentation.
• Work directly with Riveron team members to develop business requirements and translate requirements into specific OneStream functionality
• Assist with workshops to define implementation strategy
• Lead/assist with implementation team(s) in executing implementation
• Ensure completion of tasks, milestones, and components including but not limited to functional specifications, design specifications, configurations, quality assurance, implementations, and project reviews for engagements
• Lead/assist with other engagement quality assurance efforts to deliver a superior implementation
• Define integration requirements and collaborate with integration teams to interface other outside applications with OneStream

Associate Director – Technology and Innovation

• Support the Financial Advisory partnerships leader to drive key partner revenue goals based on input from overall market strategy, market growth goals, and practice focus areas.
• Proactively assess, clarify, and validate partner and Riveron needs on an ongoing basis.
• Support Alliance Lead in engagement activities such as marketing campaigns, sales alignment, and customer engagement to support overall partner strategy.
• Ability to obtain an understanding of the partner ecosystem, including incentive programs, enablement offerings, and success measures.
• Assist in building strong, trusted relationships within Riveron’s partner and professional services ecosystem.
• Support revenue generating activities for Riveron through the partner sales channel, and partner with sales and practice leadership to plan accounts and co-sell to execute on this growth.
• Engage local Riveron markets and technology partner in account planning and co-selling efforts.
• Support Financial Advisory partnerships leader in holding local Riveron markets accountable to designated tech partner relationships.
• Promote sales enablement opportunities to increase Riveron partner solutions and incentives.
• Proactively identify opportunities to grow partner relationships.
• Work closely with marketing team to increase Riveron’s brand awareness with our top partners through networking, marketing campaigns, and partner events.
• Serve as Riveron brand ambassador to identify opportunities to present, sponsor, or co-market events.

Financial Advisory – Alliance Manager

Manager

• Provide state and local tax planning and consulting services to multi-state clients
• Provide Interim Tax Management support for state and local tax obligations
• Provide state tax support for Restructuring and Turnaround Services, structuring projects, and M&A transactions
• Research and draft technical memoranda discussing potential consequences of business transactions
• Address clients’ state tax concerns, including voluntary disclosure agreements, audit defense, and tax controversy
• Ensure client satisfaction through effective communication and delivering quality and timely projects
• Serve as thought leader by publishing articles, participating in speaking engagements, and attending tax conferences
• Assist with managing client engagement setup, staffing, and billing
• Other duties as assigned

Income Franchise Manager

• Conduct research and analysis related to a variety of M&A tax advisory, transactions, and strategic issues
• Use tax technical knowledge to perform buy- and sell-side due diligence and assist in developing tax-efficient acquisition and divestment structures
• Develop reports, presentations, and other client-facing deliverables
• Collaborate with project team to manage workstreams and ensure deadlines are met
• Provide coaching and guidance to junior team members
• Interface regularly with clients to dig into problems in real-time and deliver ongoing thought partnership

Senior Associate, Tax Advisory – M&A

Executive Assistant

• Provide administrative support to Senior level executive management and coordinate reception and office management needs.
• Screen incoming calls, field questions, and respond independently when possible; exercise judgment and discretion on communications.
• Maintain and update professional contacts in Outlook.
• Manage calendars; act as a gatekeeper to prioritize business and resolve scheduling conflicts; coordinate on-site and off-site meetings.
• Organize comprehensive business travel arrangements (domestic and international) and provide detailed itineraries and travel documentation.
• Prepare expense reports and reconcile monthly credit card accounts.
• Plan, coordinate, and execute event logistics including food and beverage, guest rooms, evening events, audio/visual, vendor proposals/invoices, and meeting travel.
• Assist in supporting business and market development activities.
• Create meeting materials including agendas and presentations and ship meeting materials as needed.
• Maintain efficient filing and organization of correspondence, reports, and meeting materials.
• Greet new hires and coordinate day one logistics.
• Manage ad-hoc projects and provide backup to other assistants in their absence.

• Screen incoming calls, field questions, and respond independently when possible; exercise judgment and discretion to monitor communications.
• Maintain and update professional contacts in Outlook.
• Manage calendars; act as a gatekeeper and prioritize business for time efficiency; coordinate on-site and off-site meetings.
• Organize comprehensive business travel arrangements (domestic and international) and provide detailed itineraries and travel documentation.
• Prepare expense reports and reconcile monthly credit card accounts in a timely and thorough manner.
• Plan, coordinate, and execute event logistics including food and beverage, guest rooms, evening events, A/V equipment, vendor proposals/invoices, and meeting related travel.
• Assist in supporting business and market development activities.
• Assist in the creation of meeting materials including agendas and presentations and shipping meeting materials.
• Maintain efficient filing and organization of correspondence, reports, and meeting materials.
• Greet new hires and coordinate day one logistics.
• Manage ad-hoc projects as requested and provide backup to other assistants in their absence.

Executive Assistant II

Sales

• Develop, edit, and produce proposals, sales presentations, and collateral materials to support consulting professionals across industries and service lines
• Engage in editing, analysis, and research to help secure sales and advance clients through the sales funnel from interest to closed transactions
• Collaborate with firm leadership and subject matter experts to edit, proofread, and enhance content for storytelling, formatting, and branding compliance
• Provide customer service support to business development pursuit teams, synthesizing research and creating/curating proposal materials, including RFP responses
• Employ advanced analytics to optimize proposals and content across the firm
• Oversee and regularly update the proposal library and client qualification database
• Provide professionals with content, materials, and tools to enhance sales effectiveness and promote knowledge-based sales
• Participate in special sales enablement projects and other duties as required
• Occasionally be available evenings and weekends to meet critical deadlines

Senior Associate, Marketing Sales Enablement

Brand Manager

• Develop, edit, and produce brand positioning and thought leadership marketing content to generate top-of-funnel interest
• Translate long-form content into interactive or visually engaging short-form pieces (video, infographics, animations)
• Assist with public relations tasks including drafting and editing press releases and media alerts in collaboration with PR agency and internal stakeholders
• Oversee content execution across channels and formats including webinars, podcasts, and video production
• Collaborate with firm SMEs and leadership to outline, edit, proofread, and enhance content
• Generate and prioritize ideas for brand positioning and thought leadership with internal subject matter experts and marketing/PR teams
• Support the firm’s website rebuild with new and repackaged content in various formats
• Engage in special projects including content support for high-profile client-facing events

Senior Associate, Marketing Brand Development

Solutions Engineer

• Interact with key client leadership (CFO, Controller etc.) and contribute to practice development, project execution, business development and quality assurance on the OneStream platform and MarketPlace solutions.
• Work side-by-side with implementation team members in leading multiple client projects ranging from software selection, implementations or optimizations, assessments, integrations, and technical support.
• Participate in pre-sales meetings with current and prospective clients to assess project level-of-effort and to assist in determining if OneStream is the best fit for requirements presented.
• Work with Engagement Management to identify the OneStream solutions and determine the timeline, resource plan, level-of-effort and fee estimates required for implementation in achieving client objectives.
• Create and review work plans and draft proposals for completeness.
• Collaborate with Riveron team members to develop efficient and high-quality OneStream solutions.
• Participate in workshops to define implementation strategy.
• Lead and conduct all aspects of our CPM Implementation methodologies.
• Apply leading practices to solution design and build to adhere to client requirements.
• Configure the OneStream platform to develop and present sustainable solutions to client executives and key stakeholders.
• Work with OneStream team to develop business requirements and translate requirements into specific OneStream functionality/design.
• Mentor and education client personnel and consulting team members.
• Work with practice leadership to develop and deliver OneStream-specific training and engagement materials/templates.

Solution Architect, OneStream

• Collaborate with Riveron team members to develop effective OneStream solutions
• Lead client specific monthly Administrative and Managed Service needs including daily Helpdesk support, Application Performance Monitoring, Month End Close and Consolidation Tasks, Budget/Forecast Tasks, Enhanced/New Report development, and Client Training and Documentation
• Work directly with Riveron team members to develop business requirements and translate requirements into specific OneStream functionality
• Assist with workshops to define implementation strategy
• Lead/assist with implementation team(s) in executing implementation
• Ensure completion of tasks, milestones, and components including functional specifications, design specifications, configurations, quality assurance, implementations, and project reviews for engagements
• Lead/assist with other engagement quality assurance efforts to deliver a superior implementation
• Define integration requirements and collaborate with integration teams to interface other outside applications with OneStream

OneStream Manager

• Execute project plans and deliver FP&A solutions across client engagements
• Deliver performance visibility solutions: KPI/metric selection, back-end data solutions, and visualization dashboards
• Assist clients with financial planning: forecasting, budgeting processes, implementing planning technologies, and long-range models
• Support clients in interim FP&A leadership capacity
• Provide decision support: 13-week cash flow models, ROI models, pricing analysis, revenue and profitability analysis, and organizational design
• Target core operational and financial performance drivers to improve profitability, increase spend effectiveness, and improve overall working capital

Financial Planning and Analysis Manager

• Execute project plans and deliver solutions across FP&A domains, including performance visibility, financial planning, interim FP&A, and decision support
• Performance visibility: deliver end-to-end reporting solutions inclusive of KPI/metric selection, back-end data solutions, and visualization dashboards
• Financial planning: assist clients with developing forecasting and budgeting processes, implementing planning technologies, and developing long-range models
• Interim FP&A: support clients in an interim FP&A leadership capacity
• Decision support: build 13-week cash flow models, ROI models, pricing analysis, revenue and profitability analysis, and organizational design
• Align business performance with growth and strategic objectives; target operational and financial performance drivers to improve profitability, spend effectiveness, and working capital
• Collaborate with clients and internal teams to drive transformation and deliverable execution

FP&A Manager, Technical

Business Development Rep

• Lead full business development lifecycle for OneStream services, from prospecting to closing multi-million-dollar consulting and implementation engagements
• Build and maintain a strong pipeline of net-new opportunities through partnerships with OneStream sellers, targeted client outreach, and expansion within existing relationships
• Focus primarily on corporate clients ($1B+ revenue) and upper middle-market, PE-backed companies
• Serve as relationship manager for new engagements and ensure a seamless transition to Riveron’s delivery teams
• Collaborate with solution architects and practitioners to create tailored proposals, demos, and statements of work
• Contribute to the go-to-market strategy for Riveron’s OneStream practice, sharing market and client insights
• Drive revenue growth with support of a dedicated team while shaping and executing your sales approach

Business Development Director – Technology and Innovation

• Lead delivery of client engagements, serving as the day-to-day point of contact for client leadership (CFO, Controller, etc.)
• Guide a team of consultants through the project lifecycle and ensure projects are executed on time and on budget
• Provide deep advisory support and ongoing thought partnership to business leaders
• Collaborate with implementation team members to develop effective and scalable NetSuite solutions and leverage best practices
• Develop business requirements and translate them into specific NetSuite functionality; lead client workshops to define implementation strategy
• Lead and/or support implementation teams in solution design, configuration, quality assurance, user acceptance testing, training, cutover and go-live stabilization
• Work with client IT teams and present solution designs to external and internal teams
• Define integration requirements and collaborate with integration teams to interface other applications with NetSuite
• Identify expansion opportunities to cross-sell Riveron’s services and participate in pre-sales to assess level-of-effort and fit
• Determine NetSuite modules, timeline, resource plan, level-of-effort and fee estimates required for implementation
• Support NetSuite practice development by creating and delivering training, business development collateral, and engagement materials/templates

Associate Director, Technology and Innovation – NetSuite

• When you join the Valuation practice within our Financial Advisory (FA) segment, you will be part of a team working hand-in-hand with our clients to prepare complex valuation analysis and financial models to address a range of reporting and strategic requirements.
• Our practice partners with clients to navigate strategic business initiatives and financial reporting matters associated with transformative business growth or events – such as a carve-out, IPO, merger and acquisitions.
• At its core, the work we do in FA is driven by change, which means the projects are dynamic in nature and the impact of your work will be highly visible.
• As a Director in Riveron’s Valuation practice, you will be the lead for consulting engagements. Directors are expected to conduct the majority of day-to-day project management activities on all their engagements, including project plan development, reviewing staff work for quality, status updates to clients and internal management, and mentoring of staff and senior consultants.

Valuation Services Director - Complex Securities

Data Analyst

• As a Transaction Services Data Analytics Senior Associate at Riveron, you will provide crucial data-driven insights for complex transactions involving private equity and corporate clients.
• Your role analyzes extensive datasets to uncover trends and deliver actionable recommendations that guide clients through due diligence, post-deal performance, and exit strategies.
• You’ll translate complex data into clear insights for clients and internal teams, ensuring strategic decisions are well-informed.
• In this dynamic, fast-paced environment, you will stay ahead of industry trends and emerging technologies, enhancing our analytical approach, and delivering impactful results throughout the deal lifecycle.