Teams at Current Real Estate Advisors

Partner with the RVP to deploy standardized operations across portfolio firms: improve billing/collections, reduce DSO, manage WIP, coordinate FP&A/Controller support, HR/legal/tech integration, build capacity for tuck-in acquisitions, and provide firm-level KPI insights and operational accountability.

Lead regional revenue growth through GTM execution, firm-level sales enablement, cross-sell activation, and tuck-in M&A readiness. Deploy Tech AI and Global Delivery, manage regional growth initiatives, and act as strategic partner to the RVP, driving pipeline, CRM adoption, and measurable revenue outcomes.

Provide full-service bookkeeping for veterinary practice clients: manage ~10+ client relationships, perform QBO bookkeeping, reconciliations, month-end close, prepare financial reports, support onboarding, and maintain workflow and client communication.