Implement and configure Workday Financials and Adaptive Planning solutions for finance transformation clients. Analyze requirements, design finance processes, configure modules, test functionality, document decisions, resolve deployment issues, and support reporting, budgeting, and forecasting. Manage client workstreams, assess implementation risks, provide recommendations based on financial data, and mentor junior consultants while maintaining technical and professional standards.

Leads software and product innovation for insurance advisory solutions, including strategic design of insurance data models, business growth, project execution, client satisfaction, innovation, and team development. The Director mentors leaders, manages global collaboration, identifies market opportunities, ensures professional standards, and drives technology-enabled business transformation.

Supports internal partnership tax compliance for state and local filings. Responsibilities include preparing and reviewing tax returns, interpreting financial and regulatory data, conducting tax research, coordinating accounting activities, managing filing workstreams, identifying compliance risks, mentoring junior associates, and maintaining accurate deliverables amid changing tax requirements.