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Oversee financial reporting and KPIs for physician practice clients. Support budgeting, forecasting, and cash flow modeling. Provide technical accounting guidance, onboard clients and systems, coach and manage staff, collaborate with advisory teams to expand services, implement process improvements, and support technology platform integrations and training.

Lead complex HubSpot and Creatio CRM implementations from strategy through deployment and optimization. Advise executive stakeholders, architect scalable solutions, oversee configuration, integrations, data migration, testing, and adoption, and manage delivery quality, scope, timelines, and risks. Mentor consulting and technical teams, develop implementation standards, support presales activities, and expand CRM consulting offerings and client relationships.

Leads client CRM transformations using HubSpot and Creatio, including discovery, requirements gathering, solution design, configuration, data migration, testing, training, deployment, and post-launch support. Advises clients, manages project plans and scope, communicates deliverables, mentors consultants, supports business development, and develops innovative CRM solutions.

As a Manager in Accounting Advisory, you will oversee client teams, provide training, and manage financial reporting and consulting services in the healthcare sector.