Crowe

Financial Planning and Analysis

• Lead end-to-end Microsoft Dynamics 365 Finance & Operations implementations and transformation programs
• Own or oversee functional workstreams across requirements, process design, configuration, testing, data migration, integrations, deployment, and stabilization
• Conduct business process assessments, fit-gap analyses, solution reviews, and design workshops
• Translate business, finance, and accounting requirements into scalable D365 Finance & Operations solutions
• Develop and review functional designs, solution blueprints, configuration documentation, test strategies, and training materials
• Ensure solutions align with D365 capabilities, implementation methodology, security requirements, reporting needs, and client objectives
• Provide subject matter expertise across general ledger, financial dimensions, accounts payable and receivable, cash and bank management, fixed assets, budgeting, financial reporting, intercompany accounting, expense management, and revenue recognition
• Advise clients on finance operating models, process improvements, internal controls, and ERP-enabled transformation
• Partner with technical architects and integration teams on solution architecture
• Manage project scope, schedule, budget, risks, dependencies, resources, and deliverable quality
• Lead cross-functional implementation teams
• Establish governance routines, status reporting, issue escalation, decision management, and quality controls
• Coach and develop consultants and contribute to consistent delivery practices
• Support proposal development, estimates, statements of work, solution demonstrations, and client presentations
• Serve as a senior client-facing advisor to CFOs, controllers, finance leaders, business process owners, and IT stakeholders
• Facilitate workshops and communicate complex functional, accounting, and technical concepts
• Identify process improvement, solution optimization, and future-state capability opportunities
• Oversee conference room pilots, system integration testing, user acceptance testing, defect management, and business readiness
• Lead or support data validation, cutover planning, deployment readiness, and go-live execution
• Coordinate training, documentation, change management, and knowledge transfer
• Provide leadership during post-go-live stabilization and continuous improvement

Dynamics 365 Finance & Operations Implementation Lead

Implementation Specialist

• Lead NetSuite ERP implementations for Manufacturing and Distribution clients from discovery through post-go-live support
• Manage project scope, timelines, budgets, and deliverables
• Gather and document business requirements
• Facilitate requirements workshops, solution design discussions, and user acceptance testing
• Configure financial modules including General Ledger, AP, AR, Revenue Recognition, and multi-entity consolidations
• Implement Procurement, Order Management, Inventory, Demand Planning, and Manufacturing modules
• Support bill of materials, work orders, production planning, and shop floor operations
• Configure workflows and reporting using SuiteFlow and SuiteAnalytics
• Collaborate with technical teams on integrations with WMS, ecommerce, logistics, and supply chain systems
• Improve operational efficiency through process optimization and automation
• Mentor consultants and analysts
• Ensure transition to post-implementation support or managed services teams
• Support pre-sales activities including solution design, scoping, and proposal development
• Contribute to practice methodologies, accelerators, and delivery best practices
• Build client relationships and ensure successful consulting engagement delivery

NetSuite Implementation Manager

Consultant

• Lead NetSuite solution design across Financials, Advanced Inventory, WMS, and Advanced Manufacturing
• Own functional NetSuite configuration including workflows, saved searches, dashboards, custom forms, roles, and permissions
• Guide technical teams on SuiteScript, Suitelets, and SuiteCloud architecture without performing hands-on coding
• Design and validate data flows and interface architecture between NetSuite and external systems
• Evaluate standard, custom, and SuiteApp solution approaches during design workshops and RTM reviews
• Support Functional Design Documents and alignment between requirements, system design, and technical specifications
• Lead business process mapping, gap-fit assessments, and solution documentation during the Design Phase
• Provide configuration oversight and quality assurance for scripts, workflows, custom records, and data models
• Serve as a cross-functional escalation point for architecture and solution design decisions
• Work with clients and project teams across discovery, design, configuration, testing, deployment, and post-go-live support
• Collaborate with finance, operations, supply chain, warehouse, and production stakeholders to deliver scalable ERP solutions

Senior Consultant – NetSuite

Recruitment

• Support delivery, optimization, and maintenance of Workday Recruiting and connected talent acquisition technologies, including Paradox and HiredScore
• Configure Workday business processes, notifications, condition rules, embedded analytics, sub-processes, documents, requests, and related functionality
• Lead Workday new release testing and coordinate evaluation and implementation of new features
• Build, revise, and test complex Workday reports and calculated fields
• Develop and support EIB and mass operations solutions
• Manage Workday configuration and support data integrity across assigned functional areas
• Support new Workday functionality, integrations, modules, and system enhancements, including downstream impact evaluation
• Document business requirements, solution designs, configuration decisions, and testing plans
• Partner with Talent Solutions teams to streamline and automate business processes
• Lead and support Workday adoption items, projects, and annual initiatives
• Research Workday functionality and best practices and recommend scalable solutions
• Translate business requirements into effective Workday system solutions
• Manage Workday technology requests, priorities, and status updates
• Identify and address roadblocks affecting enhancement and project delivery
• Help ensure consistent adoption of Workday processes across teams and business units
• Build stakeholder relationships across Talent Solutions, Firm IT, Finance, business leaders, and cross-functional partners
• Coordinate with internal and external technology partners to support integrations
• Support Talent Solutions projects, reporting, training, documentation, and technical needs

Workday Recruiting Technology Manager

Salesforce Consultant

• Participate in pre-sales discovery and document business, functional, and technical requirements
• Translate proposed solutions into clear Scopes of Work
• Partner with Practice Directors, Solution Architects, and Project Managers to estimate implementation effort and identify delivery skills
• Capture business needs, define requirements, and map current and future-state business processes
• Design and configure scalable Salesforce solutions using standard platform capabilities and industry best practices
• Own implementation workstreams as a hands-on builder
• Facilitate discovery sessions, solution workshops, project kickoffs, demonstrations, and client status discussions
• Build and maintain declarative automation, data models, security and sharing configurations, reports, dashboards, and other platform components
• Support integrations, data migration, troubleshooting, and issue resolution
• Create and execute test plans, perform functional and system testing, support user acceptance testing, and provide quality assurance
• Document solution designs and configurations
• Deliver end-user training as needed
• Own assigned deliverables through deployment and post-launch support
• Continuously learn, collaborate across teams, and explore AI capabilities to improve efficiency, insights, and client outcomes

Salesforce Consultant – Solution Architect

Manager

• Lead post-merger integration engagements across pre-close planning, Day 1 readiness, the first 100 days, synergy realization, and post-close stabilization
• Direct Integration Management Office activities and cross-functional workstreams for complex, multi-functional, and cross-border transactions
• Develop integration roadmaps, governance structures, workplans, milestones, dependencies, and decision-making processes with client leadership
• Drive risk identification and mitigation, resolve execution barriers, and maintain accountability for critical integration priorities
• Support operational analysis and integration-focused due diligence
• Identify risks, quantify value-creation opportunities, and translate findings into actionable post-close priorities
• Support technology integration planning and execution across ERP and business applications, data, infrastructure, cybersecurity, vendors, and the IT operating model
• Prepare and present executive-facing dashboards, status reports, synergy tracking, recommendations, and steering committee materials
• Manage engagement scope, timelines, budgets, and quality
• Coach and develop consultants and coordinate client, target-company, and third-party teams
• Support proposal development and practice-building activities, including continued development of tools and methodologies

M&A Integration Manager

• Engage with private equity firms and corporate leaders to analyze and execute value-creation strategies and operational improvement initiatives
• Work in a client-facing role to uncover synergy and functional-area solutions
• Execute deal strategies and performance improvement initiatives
• Identify business improvement opportunities using a holistic approach
• Develop solutions and manage initiatives
• Identify resources and disciplines needed to execute the process
• Create executive-level deliverables to support client decision-makers
• Deliver results in a highly visible role on-site at clients across the U.S. and possibly internationally
• Leverage Lean, Six Sigma, and Performance Improvement tools to enhance productivity

Senior Consultant – Private Equity Performance Improvement

• Oversee and manage a team of auditors
• Provide guidance and support to ensure high-quality audit work
• Serve as the primary client contact and manage client relationships
• Plan and design audit strategies tailored to client industries and risks
• Ensure compliance with regulatory requirements and accounting standards
• Manage budgeting, scheduling, billing, and resource allocation for audits
• Monitor engagement economics, WIP assessment, invoicing, and time entry
• Present audit findings and recommendations to senior management or audit committees
• Stay current on accounting standards, industry regulations, and best practices
• Identify and promote new ideas and business solutions for existing clients
• Contribute to proposals and presentations for prospective clients
• Network with industry professionals and participate in professional organizations
• Contribute to firm policies and procedures
• Uphold integrity, independence, and professional skepticism

Audit Manager – Banking

• Provide loan review services and consulting engagements on credit-related matters
• Prepare detailed financial analyses, including cash flow models and collateral evaluations, to identify potential credit risks
• Evaluate whether commercial loan requests adhere to bank policies and procedures
• Analyze and conduct systematic loan reviews of business-related credits
• Assess credit quality, loan documentation, credit administration, and compliance with established policies
• Work on credit projects under a manager while working autonomously on certain aspects
• Support different types of financial institutions across different geographies
• Lead segments of engagements and develop client and business relationships with key executives
• Write and present clear, concise reports with meaningful client recommendations
• Build technical and transferable skills, think critically, and use technology including emerging AI capabilities
• Contribute to account strategy, delivery excellence, and trusted client partnerships

Senior Loan Review Consultant

ServiceNow

• Execute deep technical configuration and scripting for ServiceNow ITOM, including Discovery patterns, probes, and sensors
• Install, configure, and troubleshoot MID Servers
• Create Event Management rules and alert correlations
• Design and deploy Service Mapping
• Develop and maintain integrations with external systems, including monitoring tools and CMDB feeders
• Translate technical requirements and architecture into scalable, supportable implementations
• Collaborate with Solution Architects and engagement leads to ensure solution quality and alignment
• Write and maintain reusable documentation and internal development standards
• Support system testing, UAT, deployment, and ongoing performance tuning
• Participate in internal technical design sessions and code reviews
• Engage with clients during technical workshops, validations, or post-go-live support
• Lead teams, guide project execution, deepen client relationships, contribute to account planning, identify opportunities, and support client strategy and solution development

ServiceNow ITOM Consulting Manager

• Manage client relationships across a variety of clients
• Lead multiple engagement teams and provide performance feedback
• Anticipate and address client concerns and resolve problems
• Promote new ideas and business solutions that extend services to existing clients
• Continue learning the latest developments and the firm’s standards and policies
• Monitor industry developments and their effects on clients’ competitive positions

Audit Manager – Commercial Services

Accounting Manager

• Lead high-impact accounting advisory and internal audit engagements for public sector organizations
• Manage engagements from planning through delivery
• Develop engagement plans and workpaper templates
• Execute work plans and ensure timely, high-quality results
• Lead, mentor, and develop engagement teams
• Set performance expectations and provide regular constructive feedback
• Troubleshoot engagement issues by obtaining documentation or clarification
• Draft recommendations for audit findings, business process improvements, corrective action plans, and value-add opportunities
• Support client deliverables and presentations
• Contribute to business development, proposal writing, and client relationship support
• Advise clients on technical accounting, internal controls, risk management, and evolving financial and regulatory requirements

Public Sector Audit and Accounting Advisory Manager

• Lead outsourced finance and accounting engagements for multiple clients, overseeing day-to-day accounting operations, month-end close, AP/AR, payroll coordination, cash management, and financial reporting
• Serve as a strategic advisor by identifying opportunities to improve accounting processes, internal controls, reporting capabilities, financial operations, and business efficiency
• Provide accounting and finance advisory services related to operational best practices, process optimization, organizational scalability, and financial management
• Review financial statements, reconciliations, and general ledger activity for accuracy, completeness, and compliance with accounting standards
• Develop and implement standardized accounting processes, workflows, and reporting procedures
• Present financial results, key performance indicators, and operational insights to client leadership teams
• Build client relationships and serve as a trusted business partner to executives and stakeholders
• Lead, mentor, and develop team members
• Manage engagement economics, staffing, timelines, and quality of service delivery across multiple engagements
• Collaborate with internal tax, audit, and advisory teams to deliver integrated client solutions
• Support practice growth through business development, networking, identifying service opportunities, expanding client relationships, and contributing to proposals and sales efforts
• Leverage professional networks to cultivate prospective client relationships and drive new business
• Ensure compliance with Crowe’s risk management, independence, and quality standards

Senior Manager, Finance and Accounting Consulting

Financial Crime

• Review and investigate alerts for potentially suspicious activity
• Perform customer due diligence and enhanced due diligence reviews
• Make risk-based Suspicious Activity Report recommendations and prepare SARs
• Conduct periodic holistic reviews of higher-risk individuals or entities
• Review and investigate potential sanctions-list matches
• Maintain working knowledge of BSA, USA PATRIOT Act, OFAC and sanctions-screening rules and regulations
• Assist in delivering financial crime consulting services to banks, money service businesses, third-party payment providers and FinTechs
• Handle other duties as assigned

Financial Crime Review Analyst

• Architect and lead end-to-end D365 Finance solutions for mid-market and enterprise clients
• Advise CFOs and Operations leaders to define requirements and design transformation roadmaps
• Set solution direction and guide delivery teams to meet scope, quality, and client expectations
• Lead functional design, feature optimization, data integrity, and user experience improvements
• Participate in quality reviews and steer project teams through design, prototyping, and deployment
• Contribute to Crowe methodologies, accelerators, and best practices
• Mentor team members and support growth of the D365 offering
• Engage in team-building and internal initiatives
• Use non-client time for personal development and practice enhancement
• Build client relationships, contribute to account strategy, and support high-impact delivery