Elliott Davis

Consultant

• Perform and assist in buy-side and sell-side due diligence engagements for private equity, mezzanine funds, and strategic buyers
• Analyze large volumes of data to prepare an Excel data book, emphasizing quality of earnings, debt and debt-like items, and net working capital analysis
• Understand and evaluate financial and operational trends of target companies and challenge target assumptions
• Assist and lead sections of due diligence meetings with target management
• Create and design tailored reports covering normalized earnings, financial reporting, net working capital trends, and indebtedness considerations
• Communicate due diligence findings clearly and concisely in verbal presentations and written reports
• Collaborate within teams to ensure timely and efficient product delivery
• Develop and strengthen productive working relationships with client personnel
• Collaborate with other Elliott Davis team members

Senior Transaction Advisory Consultant

• Perform and assist in buy-side and sell-side due diligence engagements for private equity, mezzanine funds, and strategic buyers
• Analyze large volumes of data to prepare an Excel data book, emphasizing quality of earnings, debt and debt-like, and net working capital analysis
• Understand and evaluate financial and operational trends of target companies and challenge target assumptions
• Assist and lead sections of due diligence meetings with target management
• Create and design tailored reports on normalized earnings, financial reporting, networking capital trends, and indebtedness considerations
• Communicate due diligence findings clearly and articulately in verbal and written reports
• Collaborate within teams to ensure timely and efficient product delivery
• Develop and strengthen productive working relationships with client personnel
• Collaborate with other Elliott Davis team members

Project Manager

• Lead development and execution of integrated, enterprise-level project plans
• Establish governance structures, including steering committees and decision-making frameworks
• Ensure alignment on scope, objectives, success metrics, and business outcomes
• Deliver executive-level reporting on progress, risks, financials, and dependencies
• Drive accountability across stakeholders, vendors, and internal teams
• Proactively identify and resolve risks and issues before impacting project outcomes
• Manage key milestones, deliverables, and cross-functional dependencies
• Ensure projects remain on schedule, within scope, and aligned to strategic goals
• Remove obstacles and maintain forward momentum across all workstreams
• Serve as the central point of coordination across client leadership, business teams, and vendors
• Facilitate communication and alignment between technical and functional stakeholders
• Proactively manage meetings, workshops, and decision forums to drive execution and clarity
• Lead structured project closeout processes, ensuring all deliverables are completed and accepted
• Verify quality standards and alignment with business objectives
• Document lessons learned and support continuous improvement efforts

Senior Project Management Associate – Project Management Office

• Partner with the Tax Operations Leader, IT, and Tax professionals to drive operational excellence across the practice
• Collaborate with operational leader on Tax technology initiatives and maintain the Tax technology roadmap
• Support the intake and portfolio process to identify, prioritize, and advocate for technology investments
• Translate business needs into actionable technology initiatives via business cases
• Identify opportunities to simplify, standardize, and improve Consulting operational processes
• Drive standard operating procedures and process documentation, including visual workflows
• Drive adoption of practice technologies
• Measure and communicate utilization, business outcomes, and value realization from technology investments
• Engage in all phases of technology and process implementation, including post-implementation support
• Lead change management efforts for new processes and technology implementations
• Develop training materials and user adoption programs
• Conduct workshops and training sessions for Consulting professionals and support teams
• Serve as the primary operational liaison between Consulting Operations Leader, IT, and external vendors
• Build relationships with key stakeholders to understand operational challenges and prioritize improvement initiatives
• Lead technology pilot programs by coordinating testing, measuring business impact, gathering stakeholder feedback, and developing recommendations for implementation and broader adoption
• Coordinate with external vendors on product enhancements and implementation initiatives
• Perform other duties as assigned within the scope of the role and practice

Tax Technology Business Manager

Business Operations

• Deliver Business Systems Consulting services under Elliott Davis’ Digital Practice
• Support client engagements involving people, daily processes, and technology
• Evaluate and improve clients’ business systems technology stacks
• Collaborate with growth leaders on business development, client meetings, opportunities, proposals, and presentations
• Maintain existing customer relationships and renew and expand services
• Ensure services are delivered on-time and on-budget
• Evaluate new and derivative service offerings with the BSC Practice Leader
• Attract, develop, invest in, and motivate talent
• Establish relationships with systems, product, and service suppliers
• Attend client and networking events
• Consult on complex technology ecosystem structures
• Oversee ERP and restructuring implementation projects
• Guide clients on technology and process improvement strategies
• Lead analysts and ensure rigor in their work while engaging directly with clients
• Review analysis reports and translate findings into actionable recommendations
• Advise clients on business process best practices
• Review staff work and provide project sign-off
• Prepare scopes of work, proposals, and client engagement letters
• Schedule department workflow, manage client billing, and maintain quality control
• Lead employee performance and provide feedback
• Perform other duties within the scope of the practice

Digital Business Systems Consulting Director

Risk

• Assist in the audit process from planning and execution for clients as part of the company’s annual audit plan
• Plan the audit process
• Research and review current processes
• Provide recommendations to enhance company policies and procedures
• Identify issues and apply accounting principles and auditing procedures
• Prepare clear, concise, and neat work papers with definitive conclusions and meaningful recommendations for client correspondence
• Develop positive working relationships with clients and understand their business needs
• Maintain confidentiality
• Display exemplary work habits in clients’ offices
• Develop connections with others as part of the client service team
• Respond to clients in a timely manner
• Comply with firm practice management procedures and systems
• Anticipate problems and keep senior/manager informed of engagement status and budget variances
• Ask for timely feedback and assistance
• Collaborate to identify and sell opportunities among existing clients
• Participate in recruiting, training, and mentoring new staff and interns

IT Audit Associate – Digital Risk Services

Manager

• Collaborate with the Consulting Operations Leader on Consulting technology initiatives and maintain the Consulting technology roadmap
• Support the intake and portfolio process to identify, prioritize, and advocate for technology investments supporting business objectives
• Translate business needs into actionable technology initiatives through business cases
• Identify opportunities to simplify, standardize, and improve Consulting operational processes
• Drive standard operating procedures and process documentation, including visual workflows
• Drive adoption of practice technologies
• Measure and communicate utilization, business outcomes, and value realization from technology investments
• Engage in all phases of technology and process implementation, including post-implementation support
• Lead change management efforts for new processes and technology implementations
• Develop training materials and user adoption programs
• Conduct workshops and training sessions for Consulting professionals and support teams
• Serve as the primary operational liaison between the Consulting Operations Leader, IT, and external vendors
• Build relationships with key stakeholders to understand operational challenges and prioritize improvement initiatives
• Lead technology pilot programs by coordinating testing, measuring business impact, gathering stakeholder feedback, and developing implementation recommendations
• Coordinate with external vendors on product enhancements and implementation initiatives
• Perform other duties as assigned within the scope of the role and practice

Technology Business Manager

• Oversee the tax preparation and technical review process for complex closely held businesses in the construction industry
• Advise on tax consulting matters and ensure compliance with state and federal tax regulations
• Lead the tax team and identify, research, and resolve complex customer tax issues
• Delegate and manage tax assignments and perform administrative duties
• Train, support, supervise, motivate, and review the tax team’s work
• Develop and sustain excellent customer relationships
• Consult on various tax matters and communicate engagement progress, problems, and resolutions to customers
• Monitor engagement economics, including billing and collections
• Collaborate cross-functionally to grow existing business and offer business solutions
• Develop and grow business networks to attract new business
• Expand technical knowledge and pursue professional development
• Hold self and others accountable for business development goals
• Recruit, develop, and motivate team members and create pools of ready-now leaders

Tax Manager – M&D

General Counsel

• Serve as a trusted day-to-day legal advisor to business units
• Provide legal analysis and practical guidance on litigation, disputes, contracts, and risk-related issues
• Assist with dispute and claim management from intake through resolution
• Coordinate internal and external support and response strategy
• Lead responses to subpoenas, summonses, regulatory inquiries, and third-party information requests
• Manage document collections, reviews, legal hold processes, and preservation obligations
• Draft, review, and revise legal correspondence, agreements, releases, notices, and litigation-related documents
• Review and advise on legal terms in engagement letters, non-disclosure agreements, statements of work, vendor agreements, software agreements, and other commercial contracts
• Assist with acquisition due diligence and integration activities
• Manage litigation and administrative proceedings brought against the firm
• Coordinate and manage outside counsel, consultants, and other professional advisors
• Independently manage multiple matters and provide clear, practical advice to business leaders
• Perform other legal, compliance, and risk mitigation duties as assigned

Corporate Counsel – Legal and Risk Services

Associate

• Assist in the audit process from planning and execution for clients as part of the company’s annual audit plan
• Plan the audit process, research, review current processes, and provide recommendations to enhance company policies and procedures
• Identify issues and apply accounting principles and auditing procedures
• Prepare clear, concise work papers with definitive conclusions and meaningful recommendations for client correspondence
• Develop positive working relationships with clients and understand their business needs
• Maintain confidentiality
• Display exemplary work habits in clients’ offices
• Develop connections as part of the client service team
• Respond to clients in a timely manner
• Comply with the firm’s practice management procedures and systems
• Anticipate problems and keep senior/manager informed of engagement status and budget variances
• Ask for timely feedback and assistance
• Collaborate to identify and sell opportunities among existing clients
• Participate in recruiting, training, and mentoring new staff and interns

Senior Transaction Advisory Consultant

Senior Transaction Advisory Consultant

Senior Project Management Associate – Project Management Office

Tax Technology Business Manager

Digital Business Systems Consulting Director

IT Audit Associate – Digital Risk Services

Technology Business Manager

Tax Manager – M&D

Corporate Counsel – Legal and Risk Services

Internal Controls Associate