Manage day-to-day general ledger across multiple client entities: record transactions, post journal entries, perform month-end close, process AR/AP and payroll-related entries, reconcile bank accounts, maintain fixed asset and prepaid schedules, review trial balances, and communicate financial information to non-financial clients.

Serve as the company’s chief legal advisor, owning SEC reporting, SOX and governance compliance, managing board relations, building scalable legal operations, overseeing equity and employment matters, advising on transactions and crises, and leading legal team and outside counsel strategy.

Source and qualify lower-middle-market acquisition opportunities, build referral relationships with bankers and brokers, own CRM and reporting, perform historical financial underwriting and normalization, run discovery calls, prepare deal summaries and workbooks, and support LOI preparation under senior guidance.