- Lead 2–3 day in-person discovery sessions to evaluate financial health, internal controls, and operational bottlenecks.
- Author comprehensive assessment reports and partner with CFOs to present financial roadmaps to client leadership.
- Serve as the lead Controller for a portfolio of clients, managing month-end close, budgets, forecasts, and accounting system optimizations.
- Identify risk areas and establish internal controls to ensure client books are audit-ready.
- Direct and review the work of accounting staff and specialized contractors to meet quality, budget, and scope targets.
Project ManagementNetSuite