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Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Lead transaction advisory engagements by performing financial analysis and modeling, evaluating deal structures and valuations, managing multiple projects, liaising with clients and cross-functional teams, preparing clear reports and presentations, and reviewing junior team members' work to ensure accuracy and high-quality deliverables.
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Lead buy- and sell-side Quality of Earnings engagements: analyze financials, assess earnings quality, working capital, and net debt; prepare diligence reports and presentations; manage VDRs; mentor junior staff; support valuation, deal structuring, integration planning, and business development.
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Lead CFO-level advisory engagements for nonprofit clients, modernize financial operations via technology and process improvements, manage multiple client teams, analyze KPIs and financial performance, develop budgets and forecasts, collaborate cross-functionally, mentor staff, and ensure federal grant reporting and compliance. Travel up to 10%.
