• Serve as a member of clients' executive management teams • Develop and implement strategic financial plans aligned with professional services business objectives • Lead high-level financial decisions and strategic initiatives • Provide financial coaching to client leadership teams • Support internal delivery teams with technical expertise and industry-specific guidance • Create sophisticated financial models to evaluate business decisions, including service expansion, technology investments, and office expansions • Develop long-range cash forecasts and capital planning specifically addressing cyclical nature of professional services • Analyze business performance and identify optimization opportunities for service delivery efficiency and client profitability • Design and monitor key performance indicators (KPIs) relevant to the needs of the client’s business operations • Prepare annual operating plans with variance analysis • Oversee and optimize engagement costing systems • Implement effective resource allocation and utilization processes • Design accounting structures that provide actionable insights • Develop pricing models that ensure profitability while remaining competitive • Lead month-end closing meetings with clients and internal teams to present financials • Oversee preparation and review of monthly financial statements and key reports • Serve as proactive liaison with client's professional advisors (CPAs, bankers, attorneys)