Leads data, business intelligence, financial analytics, and AI engagements for private equity and middle-market clients. Designs scalable data models and architectures, develops Power BI solutions and AI agents, validates financial data, delivers forecasting and performance insights, manages engagement budgets and timelines, and advises executive stakeholders. The role also mentors team members, establishes delivery standards, supports AI enablement, and contributes to practice growth.

Lead end-to-end Quality of Earnings and working capital diligence engagements for private equity and strategic buyers. Manage teams, perform complex financial analyses and modeling, provide final QC on deliverables, advise on valuation and deal structuring, support BD and firm growth, and mentor Associates.

Lead accounting advisory engagements, manage teams, deliver technical accounting deliverables, support purchase accounting and audits, improve accounting processes, provide financial analysis and client-facing guidance, and help grow the practice through mentoring and business development.