Riveron

Financial Planning and Analysis

• Use functional leadership and expertise to advise clients and develop solutions to a variety of strategic problems related to improving business processes, enabling technology, and aligning the enterprise operating model for growth – within core areas of finance and operations.
• Run smaller projects autonomously
• Lead market-facing practice development initiatives such as thought leadership and white papers
• Contribute actively to the development of people leaders into future practice leaders
• Provide guidance and issue resolution support to teams across multiple concurrent client engagements
• Partner with the practice’s executive leaders to conduct business development activities

Associate Director – Business Performance Improvement, Finance Transformation

Executive Assistant

• Serve as a trusted partner to senior executives by managing day-to-day administrative priorities and ensuring seamless executive support.
• Screen incoming calls, field questions, and respond independently when appropriate while exercising discretion and judgment regarding communications.
• Manage complex executive calendars, acting as a strategic gatekeeper by prioritizing requests, coordinating meetings, anticipating scheduling conflicts, and maximizing executive productivity.
• Coordinate onsite, offsite, and virtual meetings, including logistics, agendas, materials, attendee communications, and follow-up actions.
• Organize comprehensive domestic and international travel arrangements, including flights, hotels, transportation, dining reservations, visas (when applicable), and detailed travel itineraries.
• Anticipate executive travel needs and proactively address issues to ensure seamless travel experiences.
• Prepare expense reports and reconcile monthly corporate credit card accounts accurately and timely.
• Create, edit, format, and maintain executive-level presentations, reports, meeting agendas, and other business materials using Microsoft PowerPoint, Excel, Word, and Outlook.
• Assist executives with preparing client-facing presentations, leadership communications, and business development materials.
• Plan, coordinate, and execute firm and client event logistics, including venue selection, food and beverage coordination, guest accommodations, audiovisual requirements, vendor management, contracts, invoices, and attendee communications.
• Support internal meetings, leadership events, training sessions, recruiting activities, and team-building initiatives.
• Assist with business development and market-facing activities by coordinating meetings, preparing materials, and managing logistics.
• Maintain efficient filing and organization of correspondence, reports, presentations, and meeting materials.
• Greet new hires and coordinate day-one onboarding logistics.
• Provide reception and office support as needed, helping ensure a professional and welcoming office environment.
• Manage special projects and ad hoc assignments while providing backup support to other Executive Assistants when needed.

• Lead the analysis, design, implementation, and ongoing support of SAP Treasury solutions within a global enterprise environment.
• Conduct workshops, interviews, and surveys to elicit and understand business requirements related to cash management, payments, debt, and risk.
• Document business processes and workflows.
• Perform gap analyses and recommend system and process improvements.
• Analyze treasury data flows to identify opportunities for automation and efficiency.
• Lead the configuration, implementation, and support of SAP Treasury modules.
• Provide expert guidance on SAP best practices and ensure alignment with regulatory and industry standards.
• Drive treasury-related projects including new implementations, system upgrades, and enhancements.
• Report on project progress, risks, and mitigation strategies to stakeholders.
• Provide day-to-day support and issue resolution for SAP Treasury modules.
• Ensure treasury operations adhere to internal controls, compliance policies, and external regulatory requirements.
• Identify and implement process enhancements and system optimizations to improve treasury efficiency.

Manager – SAP Treasury

• Use general business and financial acumen to advise clients and develop solutions to a variety of problems related to people, process, and technology optimization.
• Partner directly with clients to support their needs and deliver high-quality projects (average project duration: 3-5 months).
• Conduct research and analysis on a variety of financial, supply chain, operations, and accounting issues related to business process optimization.
• Develop reports, presentations, and other client-facing deliverables.
• Collaborate with the project team to manage workstreams and ensure deadlines are met.
• Provide coaching and guidance to junior team members.

Senior Associate, Business Performance Improvement – Finance Transformation

• Screen incoming calls, fields questions and responds independently when possible. Exercise judgment and discretion to monitor all incoming/outgoing communications.
• Maintain and update professional and personal contacts in Outlook.
• Manage calendars, act as a "gatekeeper" and prioritize business and personal meetings for time efficiency, anticipating and resolving any potential scheduling conflicts.
• Coordinate on-site and off-site meetings.
• Working knowledge of set-up and execution of both in person and virtual large scale video conferencing meetings.
• Corporate Event Planning: Under corporate guidelines, facilitate all aspects of meeting planning for the region, including researching, recommending, securing offsite venues and negotiating contracts for meetings. Plan, coordinate, and execute logistics including food and beverage, guest rooms, team building activities, evening events and happy hours, audio/visual equipment, vendor proposals/invoices and meeting related travel. Assist in the creation of meeting materials including agendas and presentations and shipping meeting materials. Coordinate registration, schedule appointments, and arrange other details for leader attendance at industry conferences and meetings. Plan, coordinate, and execute on-site client meetings including conference room setup standards, food and beverage, attendee badges, printed and digital welcome signage, communications and evening events.
• Organize comprehensive business travel arrangements (domestic and international). Provide detailed itineraries, compile necessary travel documentation, and anticipate all travel needs (hotel accommodations, air, ground transportation, meal reservation, entertainment, etc.).
• Maintain efficient filing and organization of correspondence, reports, and meeting materials.
• Manage ad-hoc projects as requested.

Senior Executive Assistant

Manager

• Lead Business Development and Sales
• Lead pre-sales meetings with prospective clients to assess project level-of-effort and to assist in determining if NetSuite is the best fit for requirements presented
• Scope NetSuite modules and services required to assist clients in achieving objectives
• Review work plans and draft proposals
• Collaborate with Strategy team members to develop effective NetSuite solutions
• Work directly with Strategy team members to develop business requirements and translate requirements into specific NetSuite functionality
• Lead workshops to define implementation strategy
• Lead 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 other engagement quality assurance efforts to deliver a superior implementation
• Define integration requirements and collaborate with integration team to interface other outside applications with NetSuite
• Work with practice leadership to develop NetSuite-specific training, business development training and collateral, and engagement materials/templates

NetSuite Manager

Consultant

• Collaborate with strategy team members to develop effective NetSuite solutions
• Effectively configure and customize client NetSuite environments
• Work directly with Solution Manager and Strategy team members to develop business requirements
• Participate in workshops to define implementation strategy
• Apply best practices while building custom scripted solutions
• Conduct internal testing to validate custom designed solutions
• Attend pre-sales meetings with prospective clients
• Provide general customer service and assistance to clients
• Train end-users on specific processes and application

Senior Solution Consultant – NetSuite

Salesforce Developer

• Collaborate with stakeholders to understand pricing and billing processes
• Document functional requirements and create solution architecture, System Architecture and Entity Relationship Diagram
• Excellent understanding of Quote to Cash end to end business process
• Configure Salesforce CPQ for complex pricing, discounting, and bundling
• Experience with Salesforce Billing or integration with Billing platforms like Zone Billing for invoicing, payment collection, and revenue recognition
• Design subscription and recurring revenue models
• Experience building Usage products
• Guide clients to make buy vs build decisions
• Design integrations with NetSuite, ERP systems, Billing platforms, Payment gateways, and tax engines and implement them
• Develop custom workflows, approval processes, and automation for CPQ and Billing
• Configure reports and dashboards as per client requirement
• Prepare configuration runbooks and guide development team
• Create documentation for CPQ billing processes and Conduct user training
• Support deployment and post-implementation enhancements

Salesforce Architect – Revenue Cloud, CPQ

• Provide indirect tax planning and consulting services to multi-state and multi-national clients
• Research and draft technical memorandum discussing potential sales and use tax consequences of business transactions
• Research and provide state tax nexus determinations, taxability analyses, and quantification of potential sales and use/indirect tax exposures
• Address clients’ sales and use tax concerns, including voluntary disclosure agreements, reverse audits, audit defense, other indirect tax controversy
• Assist with sales tax software implementations and management of clients’ sales tax software
• Assist with clients’ sales and use tax accounting
• Ensure client satisfaction through effective communication and delivering quality and timely projects
• Assist with managing client engagement setup, staffing, and billing

State and Local Tax Manager, Sales & Use

Accounting Manager

• Use accounting knowledge to advise clients as they navigate significant business transformation
• Lead research and analysis related to complex accounting and finance challenges associated with a variety of business changes
• Partner directly with clients to support their day-to-day needs and deliver high-quality projects
• Own planning of and successful delivery against project budgets and workstreams
• Actively participate in the development of junior team members by providing coaching and performance feedback
• Identify opportunities for revenue growth and service expansion with existing clients

Associate Director – Accounting Advisory

• Lead end‑to‑end architecture for complex Salesforce implementations across multiple clouds
• Define end-to-end Salesforce architecture for complex business processes.
• Translate business needs into functional and technical specifications.
• Create solution blueprints, data models, integration patterns and system architecture diagrams
• Ensure scalability, maintainability, performance and adherence to Salesforce best practices and enterprise architecture standards
• Conduct discovery sessions, gap analysis, and feasibility assessments
• Configure and customize Salesforce Sales Cloud to meet business needs
• Map requirements with OOB features and identify need for customization
• Configure various features of Sales Cloud such as Sales Management, Campaigns, Lead Conversion, Forecasting, Sales Cadences, Account Management, Territory Management
• Guide clients to make buy vs build decisions
• Configure Salesforce Sales Cloud to meet business needs
• Experience with Marketing platforms – Pardot/Marketo to build end to end configurations
• Develop data migration strategies including mapping, cleansing, and sequencing
• Define data governance, security model, and access controls
• Establish standards for configuration, development best practices, release management and CI/CD
• Ensure alignment with enterprise policies, compliance, and security guidelines
• Conduct platform health assessments, performance optimization, and roadmap planning
• Support UAT, system testing, and performance validation
• Resolve complex issues and ensure successful deployment of new features
• Document architecture artifacts, integration specifications, and technical guidelines

Salesforce Architect – Marketing Cloud, Sales Cloud, Connected Apps

Director

• Serve as the senior engagement leader on revenue cycle management advisory mandates
• Act as the primary point of contact for client leadership
• Lead discovery and diagnostic activities including stakeholder interviews
• Translate client mandates into structured project workplans
• Manage scope, pace, and client expectations throughout the engagement lifecycle
• Present findings, recommendations, and implementation roadmaps to senior client audiences
• Oversee and execute project requirements related to coding accuracy and billing compliance
• Lead denial management workstreams including root cause analysis
• Evaluate payer contract performance and reimbursement adequacy

Director, Restructuring and Turnaround Services – Healthcare and Life Sciences, Revenue Cycle Management Transformation

Attorney

• Draft, review and negotiate client engagement letters and professional services agreements, including non-reliance letters, confidentiality agreements and other agreements supporting the company’s client engagement and service delivery efforts
• Manage litigation claims and reporting, including subpoena responses, insurance reporting, legal hold memos and discovery requests
• Provide legal advice and support to managing directors and others leading the company’s client engagement and business development efforts
• Draft new hire offer letters and employment agreements, as well as other agreements supporting the Human Resources and Talent Acquisition teams
• Provide legal advice and related support on employment law matters
• Provide internal legal support on acquisitions and other strategic transactions
• Work with the company’s Chief Legal Officer and Deputy General Counsel to meet the company’s needs for high quality legal support in the areas of insurance, real estate, and intellectual property registrations
• Manage all international vendor compliance policies and procedures, including KYC and due diligence requests, as well as entity registration and licensing
• Assist Finance team with client payment communications
• Travel requirements are expected to be minimal (less than 10%)

Legal Manager

• Coordinate legal intake, routing, and tracking processes to help ensure timely responses and visibility across the legal team's work
• Support the legal conflict check process by gathering information, maintaining documentation, and coordinating with internal and external stakeholders
• Administer contract workflows, including intake, template selection, version control, signature tracking, file management, and status reporting
• Maintain legal templates, playbooks, trackers, and standard operating procedures in partnership with internal counsel
• Coordinate compliance related requests, including KYC, due diligence, entity registration, licensing, and other vendor or client driven requirements
• Maintain corporate records, legal entity information, and organized repositories for key legal and compliance documents
• Support litigation and claims administration, including document collection, legal hold coordination, subpoena support, and insurance reporting logistics
• Partner with Finance on client payment related communications and other administrative legal support needs
• Coordinate with Human Resources and Talent Acquisition on offer letter, employment agreement, and onboarding related documentation workflows
• Track outside counsel matters, invoices, budgets, and reporting as needed
• Help evaluate and improve legal processes, tools, and reporting to increase efficiency, consistency, and service levels
• Prepare summaries, status updates, and operational reporting for legal leadership and key internal stakeholders

Associate – Legal Operations

• Use accounting knowledge to advise clients as they navigate significant business transformation
• Lead research and analysis related to complex accounting and finance challenges associated with a variety of business changes
• Partner directly with clients to support their day-to-day needs and deliver high-quality projects
• Oversee the development of memos, analyses, presentations, and other client-facing deliverables
• Own planning of and successful delivery against project budgets and workstreams
• Actively contribute to the development of junior team members by providing coaching and performance feedback, and fostering a team-based working culture