• Provide financial consulting services to assigned clients, based on service agreements. • Using technology and best practices, implement robust financial processes and reporting for clients. • Oversee the team member’s daily activities of accounts payable, accounts receivable, cash disbursements, billing, general ledger, credits and collections on each client. • Ensure accurate and timely recording of all transactions by implementing internal controls, checks and balances, and review of all transactional work performed for clients. • Provide monthly analysis and financial statements to the client. • Act as client’s finance department including responding to questions, attending and presenting financial information at meetings, etc. • Provide consulting services in a variety of areas, including: Internal control analysis and recommendations, Processing and documentation for grant tracking, revenue recognition, departmental/divisional reporting, or other areas of need. • Develop and implement budgeting, forecasting, or cash flow models. • Prepare estimated budgets for potential and existing client work and assist with the related proposal and/or engagement letter drafting. • Oversee, develop and work with client leadership on budgeting and planning processes for each client.