• Led financial due diligence and quality of earnings engagements for transactions ranging from $1 million and up to $3 billion in purchase price, serving a diverse client base including large public corporations, private equity firms, and privately held companies.
• Served as the primary point of contact and liaison, effectively coordinating with lawyers, investment bankers, clients, and other key stakeholders across various deal functions including tax, operations, treasury, human resources, IT, R&D, and sales and marketing.
• Performed comprehensive quality of earnings, normalized working capital analyses, and assessments of indebtedness and other key accounting concepts to identify key transaction risks and opportunities.
• Evaluated off-balance sheet arrangements and contingent liabilities, providing critical insights into potential financial exposures.
• Assessed U.S. GAAP and accounting policy compliance, including complex areas like revenue recognition and lease accounting.
• Performed detailed profit and loss and net working capital financial forecast projections to assess go forward business working capital requirements and forecast achievability using historical data analysis.

• Managed and executed financial statement audits for a wide range of clients, including large and small private and publicly traded companies across various industries.
• Led audit engagements for multiple in-scope locations and coordinated with foreign audit teams to ensure global consistency and compliance.
• Collaborated with key executives on audit scoping, planning, and the assessment of critical audit risk areas.
• Assisted in the risk assessment, identification of potential financial and operational challenges, and conducted detailed opening balance sheet auditing procedures for newly acquired entities by clients.
• Reviewed quarterly financial filings (e.g., 10-Q) for public clients, ensuring accuracy and adherence to regulatory requirements.