Stout
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Fintech • Software • Financial Services
Provides executive and practice operations support for Los Angeles leaders, including complex calendar management, travel, expenses, engagement lifecycle administration, billing tracking, recruiting coordination, CRM maintenance, research, reporting, and event execution. The role coordinates across internal teams, manages documentation and follow-up, supports business development, and maintains accurate status tracking while handling confidential information.
Fintech • Software • Financial Services
Leads buy-side and sell-side financial due diligence engagements for private equity and corporate clients. Responsibilities include supervising teams, assessing quality of earnings and working capital, identifying transaction risks, analyzing financial statements, preparing diligence reports, leading client meetings, reviewing audit workpapers, advising on deal documents, supporting business development, and hiring and training staff.
Fintech • Software • Financial Services
Leads business valuation engagements involving purchase price allocation, impairment testing, stock-based compensation, complex securities, discounted cash flow analysis, and transaction opinions. Manages valuation teams, reviews reports, supports client relationships and due diligence, conducts economic and industry research, and provides financial, tax, and regulatory valuation services. Mentors junior professionals and uses AI-enabled tools and emerging technologies to improve research and deliverables.
