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Lead finance transformation engagements including process analysis, requirements definition, cost and cycle-time remediation, reporting optimization, change management, client relations, project and engagement management, staff coaching, and business development to deliver sustainable finance function improvements.

Support buy- and sell-side transactions by conducting operational due diligence, cost and synergy assessments, integration/separation planning, Day 1 and 100-day readiness, and post-close execution. Produce analyses, reports, and client deliverables while coordinating cross-functional teams and tracking value capture initiatives.

Support buy- and sell-side transaction engagements by performing operational due diligence, cost and synergy assessments, integration/separation planning, Day 1/100-day readiness, and post-close execution. Produce analyses, models, reports, and implementation plans while coordinating cross-functional teams and client relationships to identify and track value-creation opportunities.

Lead and deliver HR due diligence, operating model and org design, and large-scale HR transformations across M&A and modernization programs. Provide strategic advisory to C-suite, build business cases and roadmaps, drive change management and governance, lead sales/proposals, and develop consulting teams and offerings.

Consult on finance transformation engagements: analyze business processes, define requirements to remediate gaps, optimize processes and reporting, develop business cases, manage client relationships, support proposals and business development, and drive change management and implementation. Deliver quantitative analysis, BI/reporting, and reconciliation while meeting utilization targets.

Evaluate software platforms for M&A by conducting architecture and codebase reviews, cloud infrastructure and cost analysis, roadmap feasibility, and engineering operating-model assessments. Identify scalability, performance, security, and technical-debt risks, support hosting/SaaS economics and R&D cost analysis, and prepare diligence deliverables and management Q&A tracking to tie product technology to valuation and transaction outcomes.

Consulting role delivering finance transformation services: analyze finance processes, define requirements, design process optimizations, perform cost and cycle-time analysis, drive reporting and reconciliation improvements, manage client relationships, support proposals and business development, and lead change management to implement sustainable finance and operations models.

Lead technical delivery and solution architecture for enterprise Risk, Compliance, Regulatory, Legal, and Client Engagement systems. Translate business requirements into standards-based designs, manage development, integration, testing, releases, and vendor performance, and ensure compliance with security, privacy, and regulatory obligations. Partner with enterprise teams, support go‑live activities, and advise leadership on modernization and roadmap alignment.

The Director leads organizational change management consulting engagements, ensuring project delivery, relationship building, and AI transformation support while overseeing multiple teams and business opportunities.

The Value Creation Manager evaluates operational opportunities for clients, manages transaction engagements, and leads operational due diligence and cost optimization efforts to improve business performance and drive value.