Teams at Current Real Estate Advisors

Lead regional operational performance for partnered accounting firms by deploying standardized operating playbooks, improving working capital (DSO, WIP, realization), coordinating FP&A/Controller, HR, legal, and technology efforts, enabling tuck-in integrations, and advising the Regional VP. Embedded at firm level to surface issues, drive accountability, and scale operational capacity across a multi-office portfolio.

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 and financial reporting for a portfolio of veterinary practice clients. Manage client relationships, perform QBO bookkeeping, reconciliations, month-end close, prepare reporting packages, assist with onboarding and integrations, use workflow systems to meet deadlines, and collaborate with leadership to improve processes in a fully remote environment.