Lead accounting advisory engagements including month-end close optimization, balance sheet reconciliations, technical accounting, SEC and regulatory reporting support, ERP and finance transformation, transaction accounting assistance, client communication, project leadership, and mentoring junior staff. Drive AI and automation adoption to improve accounting processes and support external audits and financial statement preparation.

Serve as a trusted advisor delivering accounting advisory and finance transformation services. Support month-end close, reconciliations, journal entries, SEC and regulatory reporting, budgeting/forecasting, internal controls, ERP implementations, AI-enabled process improvements, transaction accounting support, and external audits while communicating findings and recommendations to clients.

Serve as a client-facing accounting advisory leader delivering controllership and operational accounting support, financial reporting and SEC filing assistance, month-end close optimization, ERP/cloud finance implementations, automation/AI enablement, and team leadership across PE-backed and growth-stage companies.