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Fintech • Consulting
Manages end-to-end tax team workflow, staff deployment, capacity planning, assignment sequencing, and workload balancing. Identifies bottlenecks, resolves resource conflicts, adjusts schedules, enforces turnaround commitments, and develops recovery plans for delayed work. Maintains predictive production schedules, supports customer onboarding workflows, prepares leadership updates, and collaborates with industry leaders and engagement teams to optimize utilization, billable hours, revenue, and delivery execution.
Fintech • Consulting
Lead the architecture and delivery of complex, multi-subsidiary NetSuite solutions from discovery through go-live. Design customizations and integrations, create technical estimates and options analyses, establish development standards, review and mentor technical teams, and support client workshops and pre-sales. The role requires hands-on expertise with SuiteScript, SuiteTalk, RESTlets, Celigo, NetSuite financial modules, analytics platforms, and legacy script modernization. It also involves troubleshooting complex ERP issues and developing reusable frameworks, products, and technical thought leadership.
Fintech • Consulting
Plans, supervises, and performs financial statement audits from planning through completion. Evaluates internal controls, prepares financial statements and audit reports, resolves engagement issues, manages budgets, and improves client processes. Supervises, mentors, and reviews audit staff while building client relationships, identifying service opportunities, and contributing to firm committees and initiatives.
Fintech • Consulting
Lead finance transformation consulting engagements for private equity portfolio and high-growth companies. Responsibilities include interim finance leadership, accounting process improvement, opening balance sheets, FP&A development, reporting, technology optimization, M&A integration, sell-side preparation, client relationship management, engagement economics, business development, team leadership, and coaching.
Fintech • Consulting
Leads finance transformation consulting engagements for private equity portfolio, high-growth, and founder-owned companies. Responsibilities include post-close finance integration, accounting process improvement, opening balance sheets, FP&A development, reporting, audit preparation, technology optimization, and sell-side transaction support. The role manages client relationships, engagement economics, staffing, proposals, and business development while coaching team members and delivering strategic finance advisory services.
Fintech • Consulting
Build and maintain ERP and business-system integrations, automation, data transformations, and AI-enabled features. Translate requirements into tested, secure solutions; deploy, monitor, troubleshoot, document, and support implementations. Collaborate with engagement leaders, client IT teams, and business stakeholders while applying version control, testing, access controls, and human review for AI functionality. The role requires 3–5 years of relevant engineering experience, programming and SQL proficiency, and may involve up to 30% travel.
Fintech • Consulting
Lead tax strategy, compliance, and consulting for private equity-backed healthcare entities. Review complex tax returns and transaction documents, advise on mergers and acquisitions, onboard large practice groups, manage engagement profitability, develop client relationships, recruit and coach staff, and support business development within healthcare and private equity markets.
Fintech • Consulting
Leads outsourced accounting and advisory engagements for manufacturing and distribution customers. Oversees controllership, financial reporting, inventory and cost accounting, budgeting, forecasting, NetSuite optimization, process improvement, and customer relationships. Reviews reconciliations, financial statements, inventory controls, and management reports while advising on working capital and operational efficiency. Supervises and develops engagement teams, coordinates resources, manages timelines and risks, and identifies automation, analytics, and additional service opportunities.
Fintech • Consulting
Partners with assurance leadership, IT, and vendors to improve audit processes and technology adoption. Maintains the technology roadmap, translates business needs into initiatives, develops business cases, leads pilots and implementations, measures outcomes, manages change, creates training materials, and supports stakeholder adoption of technology and standardized workflows.
18 Days AgoSaved
Fintech • Consulting
Manage enterprise technology transformation projects for consulting clients. Responsibilities include integrated planning, governance, executive reporting, stakeholder and vendor coordination, milestone tracking, risk resolution, project closeout, quality assurance, and continuous improvement. The role also supports change management, organizational readiness, and adoption while providing strategic guidance and maintaining transparent communication with client leadership.
Fintech • Consulting
Leads tax technology strategy, process improvement, technology adoption, change management, training, and vendor coordination. Partners with tax operations, IT, and professionals to maintain the technology roadmap, prioritize investments, develop business cases, automate processes, implement solutions, measure business value, and drive cross-functional initiatives through stakeholder collaboration.
Fintech • Consulting
Drives technology strategy, process improvement, technology adoption, change management, training, and vendor coordination across the consulting practice. Maintains the technology roadmap, translates business needs into initiatives, improves operational processes, leads technology pilots, measures value realization, and coordinates implementation with IT, consulting professionals, stakeholders, and external vendors.
Fintech • Consulting
Leads tax preparation, technical reviews, consulting, compliance, and issue resolution for complex closely held construction and manufacturing businesses. Manages client relationships, engagement economics, business development, tax assignments, and team performance. Recruits, trains, supervises, motivates, and develops tax professionals while maintaining technical expertise and supporting customer growth.
Fintech • Consulting
Leads internal control audit and advisory engagements, including risk assessments, control documentation, walkthroughs, testing, deficiency identification, remediation tracking, and client communication. Manages project status, coaches staff, supports process improvements, and stays current with internal control regulations and standards. The role requires strong analytical, writing, organizational, and relationship-building skills, along with experience applying AICPA, PCAOB, and SOX requirements.
Fintech • Consulting
Assists with audit planning and execution, researches and reviews client processes, applies accounting and auditing principles, prepares workpapers and recommendations, maintains client relationships and confidentiality, monitors engagement status and budgets, and supports recruiting, training, and mentoring activities.
Fintech • Consulting
Executes project-based accounting and finance engagements, including cash-to-accrual conversions, accounting remediation, month-end close optimization, reconciliations, financial reporting, process improvement, and ERP transitions. The role owns workstreams, investigates accounting issues, supports interim Assistant Controller engagements, interacts with customers, presents recommendations, coaches associates, and coordinates multiple deadlines while ensuring accurate, practical deliverables.
Fintech • Consulting
Leads business systems consulting engagements by assessing clients’ people, processes, and technology; analyzing ERP and application environments; developing improvement strategies; and managing implementations and restructuring projects. Responsibilities include project planning, transactional flow analysis, reporting, data conversion, process consulting, quality control, staff supervision, client proposals, billing, and business development. The role requires strong ERP, accounting, project management, leadership, communication, and client relationship skills.
Fintech • Consulting
Leads post-close transaction accounting engagements for private equity firms, portfolio companies, and founder-led businesses. Responsibilities include opening balance sheets, purchase accounting under ASC 805, net working capital analyses, purchase price adjustments, closing statements, and accounting advisory projects. Manages client relationships, engagement budgets, timelines, staff development, technical analyses, and business development while coordinating with auditors, attorneys, lenders, tax advisors, and transaction professionals.
Fintech • Consulting
Develop and execute private equity go-to-market strategies, campaigns, thought leadership, events, and account-based marketing initiatives. Support business pursuits through research, targeting, proposal development, and relationship-building with executives and professional-services buyers. Manage CRM and marketing lists, track pipeline and growth metrics, coordinate internal stakeholders, and represent the firm at events. The role requires private equity or M&A ecosystem knowledge, strong communication, analytical, presentation, project management, and customer relationship skills.
Fintech • Consulting
Leads digital business systems consulting engagements, assessing clients’ people, processes, and technology. Responsibilities include ERP evaluation and implementation, transactional flow analysis, process improvement, reporting, project planning, budgeting, staff supervision, quality control, client proposals, billing, and business development. The role requires strong accounting, manufacturing, inventory, communication, and leadership expertise, along with the ability to manage complex implementation and restructuring projects.
