Provides valuation analysis and financial modeling for mergers, acquisitions, divestitures, restructurings, and other transactions. Interprets market data, financial statements, deal terms, transaction structures, synergies, and value drivers to support client decisions. Prepares valuation deliverables, manages workstreams, mentors junior staff, addresses client needs, and develops recommendations across the deal lifecycle.

Supports international tax compliance for financial services clients by preparing and reviewing tax returns, researching cross-border laws and treaties, analyzing financial data and entity structures, coordinating client deliverables, managing workstreams, and guiding junior team members. The role requires interpreting multinational tax regulations, supporting tax accounting and controlled foreign company matters, tracking regulatory changes, and maintaining accurate documentation while developing client relationships and technical judgment.

Supports healthcare payer platform modernization through Epic-enabled workflow recommendations, claims and care management analysis, process improvement, and implementation support. The role analyzes requirements, organizes workstreams, develops client deliverables, tracks dependencies, engages stakeholders, and mentors junior team members. Exposure includes Epic, Oracle OHI, Facets, and Nasco, with a focus on improving payer operations and member, provider, and administrative experiences.