Provides investment advisory services and financial guidance to clients on portfolio management and wealth strategies.

Senior finance specialist manages revenue operations, month-end close processes, revenue recognition, and account reconciliations for a SaaS company.

Manages fund accounting operations for private equity clients, overseeing NAV preparation, team leadership, investor allocations, and regulatory compliance.

Manages revenue operations processes including month-end close, GL entries, ERP transaction review, and revenue reconciliations for enterprise software company.

Owns financial forecasting, reporting, and modeling to support product strategy and business decision-making across core product lines.

Prepares consolidated financial statements and footnotes under US GAAP, performing complex accounting analysis on a quarterly basis.

Lead financial planning, reporting, controls, and tax/compliance activities for a growing ecommerce marketplace while managing a finance team and supporting strategic decision-making.

Prepares statutory and legal entity financial reports, including financial statements, disclosures, and audit support for a health insurance company.

Manages fund accounting operations and a team of accountants for private equity clients, overseeing NAV preparation, investor allocations, fee calculations, and compliance with fund documents.

Senior Finance Manager leads financial planning, reporting, cash flow management, tax compliance, and internal controls for a global ecommerce marketplace.

Senior accounting specialist manages financial records, reconciliations, and reporting to ensure accurate accounting operations.

Leads global revenue accounting and accounts receivable operations including ASC 606 compliance, billing, collections, and order-to-cash processes.

Manages commission calculations, data integrity, and payment processing for sales teams while collaborating with FP&A and Revenue Operations to ensure accuracy.

Associate Director leads income tax compliance, GAAP provisions, federal/state/local tax returns, and tax planning for a health insurance company.

Prepares statutory and legal entity financial reports, manages audit processes, and ensures regulatory compliance for a health insurance company.

Prepares statutory financial reports, audited financial statements, and regulatory filings for a health insurance company.

Leads technical accounting work under US GAAP, develops accounting policies, provides guidance on complex transactions, and ensures compliance with accounting standards and SEC regulations.

Leads tax engagements and advisory services for closely held businesses and high-net-worth individuals.

Manages complex tax planning and compliance for ultra-high-net-worth individuals and families, including trusts, estates, partnerships, and closely held businesses.

Leads quarterly and annual income tax accounting, reporting, and compliance functions including tax provision calculations, state apportionment, and return preparation support.