* Create value by leading client Deal Advisory (and Strategy - DAS) activities related to the finance function, focused on integration, separation, divesture, performance improvement, transformation and segmentation efforts* Develop the Management Office governance (Integration, Separation, and Finance Integration) during the deal sign to close period to manage the strategic plans and execute on the transaction initiatives* Manage functional owners (internally and externally) to understand the business and implement value capture opportunities, maximizing the value of the M&A opportunity* Proactively manage project risk, reporting strategic developments and issues to executive leadership

* Support clients with strategic activities during the pre deal close period including the development of Day 1 Readiness Plans and checkpoint assessments* Develop Transaction Service Agreements (schedules, pricing drivers, etc.) to support minimal disruption to business operations* Contributing to business development efforts with prospective clients, including drafting proposals, preparing client qualifications * Own internal project administration including internal firm risk compliance, external contracting (if any), staffing and client budgeting/forecasting activities

* Optimize Finance Organize through Finance Organization Transformation, Post Merger Integrations and strategic finance initiatives* Led assessments and process improvement projects to streamline the overall health of Finance functions including: Record to Report, Order to Cash, Procure to Pay, Acquire to Retire and Finance Planning & Analysis* Led project management efforts for system implementations (i.e. ORMB, LeaseAccelerator, Zoura, etc.), product profitability, target operating model, and financial reporting projects* Support client proposals, articulating the PwC methodology, value proposition and point-of-view for project execution

* Provided various professional services support including audit and business analyst roles. Perform risk analysis and financial reporting for international and non-profit entities to ensure financial statements are accurate, fairly represented and in compliance with IFRS and UPS GAAP* Worked with client management to design, build and execute of audit plan and process improvement initiatives

* Supported buy side due diligence for middle market M&A transactions. Perform analytical procedures over trial balance to understand quality of earnings for target acquisition, reviewing pro-forma adjustments and propose any due diligence adjustments as needed* Performed testing of complex audit areas and reviewed documentation for supporting areas. Reviewed valuation models for goodwill and inventory impairments and while understanding methods for validity. Drafted preliminary 10K financial statements for audit clients, working with management to document footnote disclosures as needed

Investment Management Clients (including Mutual Fund, Insurance, and Asset Management Companies):* Performed audit testing and analytical procedures. Documented and tested key controls as part of Sarbanes Oxley financial regulations. Supervised staff of 1-4 associates* Researched and reviewed proper accounting treatment for various complex audit areas including: ASC 820 – Fair Value Measurements, ASC 718 – Equity Compensation, ASC – 805 Business Combinations, ASC 350 – IntangiblesSupported Chapter 11 Restatement Audit, and provided the following support:* Performed financial statement and internal audit for one of the most extensive fraud cases in US bankruptcy (Chapter 11) history. Tested internal controls as required as part of the new Section 404 of the Sarbanes-Oxley Act* Provided M&A financial advisory support over various types of transaction services including: * Purchase Price Allocation – Determined appropriate method to allocate sales proceeds (assisted external investment banker) over existing assets. Documented supporting memo with valuation assumptions and tax implications to ensure the approach was in accordance with FAS 141* Carve-Out Activities – Carved out P&L results into three new business units specified by asset purchase agreement.* IPO Support – Assisted in building pro-forma financial models to support anticipated future revenues for carved out entities in the S-1 filing

* Supported accounting for complex transactions and investments held in client’s investment portfolio* Supervised 5 - 10 accountants and trained new staff members in daily fund accounting procedures* Prepared daily financial packages including cash projections, P&L analysis, and corporate action events* Performed Quarterly (10Q) and Annual (10K) SEC financial reporting for assigned fund mix

* Supported accounting for complex transactions and investments held in client’s investment portfolio* Supervised 1 - 3 accountants and trained new staff members in daily fund accounting procedures* Prepared daily financial packages including cash projections, P&L analysis, and corporate action events. Reconciling daily income with the client's account team* Prepared daily accounting reports for the team to reference to support accounting and valuation respondsibiities