Sartaz Khan Email & Phone Number

Dallas, Texas, United States

Seattle, WA, US

Emeryville, CA, US

• Led buy-side and sell-side transaction advisory engagements from start to finish, providing financial due diligence expertise in QofE, QofR, & NWC analysis to mid-market companies and private equity investors.
• Helped teams across the practice to digest very large and complex datasets using data science tools like Alteryx, facilitating streamlined data processing, and increasing reliability.
• Provided very hand on coaching to staff members, providing guidance and support to enhance their skills and experience working with the team and grow as professionals.
• Led practice and business development projects - trainings, standards, and pipeline research materials.

US

• Managed buy-side and sell-side transaction advisory engagements throughout the transaction process; providing financial due diligence assistance to middle market companies and private equity investors.
• Arranged and led meetings with executive management to present finding on QE, WC, potential liabilities & risks, and accounting/operational process.
• Maximized staff capabilities and utilization by providing onboarding and on-the-job training to new staff, as well as ensuring optimal deployment of team members to all TAS engagements.
• Recruited and trained various team members from other service lines and built temporary teams to manage large projects and increased workloads in 2021.
• Improved the transaction advisory process in joint effort with leadership and peers by developing industry standard workbook template in terms of usability and reviewability, some of which has become client favorites.
• Collaborated with other service line leaders and various client/target executives to promote CLA as a post-merger integration partner.

US

• Primarily served senior living, hospital, and health system assurance clients.
• Performed audit procedures in complex areas and prepared financial statements, while building technical competence and functioning as the primary contact for audit clients.
• In-charged one of the largest and most complex healthcare Audits in CLA’s portfolio.
• Trained and managed large number of staff across the office and constantly communicated best practices.
• Strived to provide world class customer service quality to every assurance or consulting client.
• Built relationships across other service offerings by connecting clients with appropriate resources within the firm to provide a seamless experience and increase firm profitability and reach.

Worldwide, OO

• Successfully collaborated to plan and implement various audit procedures leading to timely audit conclusion for clients. Industries served: Government, Hospitality, and Financial Services.

Richardson, Texas, US

• Academically support and advise students regarding course subject matters.
• Coordinate online course activities of students through constant communications.
• Created a database of student’s info including grades, communication preferences, and individual issues.
• Developed a system separate from Elearning in order to ensure student success in online exams.

• Arrange rehearsals, meetings, and gatherings to facilitate the organization to reach its annual
• Actively participate and communicate with members of the Bangladesh Student Organization to organize cultural shows and fund raising events.
• Enthusiastically participated in various events to represent the university and BSO. i.e. International Mother Language Day, Passport to the World 2012, The Metro PCS Asian Festival Dallas, etc.
• Composed and created very popular videos for presentations at “BSO Bangladesh Night 2012”
• Produced a video to portray the diversity of the university by interviewing students from various regions of the world, and presented it during the 2012 International Mother Language Day.

Master In Professional Accounting, Accounting

Bachelor'S Degree, Finance & Accounting