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Perform company and complex-security valuations through detailed financial modeling and data analysis. Lead and mentor junior staff, manage large data sets in Excel, use Capital IQ and Bloomberg, prepare client-ready valuation deliverables, and communicate findings. Participate in business development and practice growth.

Lead and oversee consulting engagement workstreams in applied economics and antitrust matters: design economic, statistical, and financial analyses; model data and markets; manage client relationships; develop and present deliverables; mentor junior staff; ensure quality control; conduct industry research; and support business development.

Support turnaround and restructuring engagements by building 3-statement and 13-week cash flow models, performing financial and scenario analysis, preparing presentations and reports, collaborating with clients and teams, and assisting business development and practice growth.

Lead end-to-end IT projects including scoping, execution, stakeholder coordination, vendor management, technical onboarding, and operational handoff. Ensure projects meet scope, schedule, and quality targets, maintain documentation, support cutovers/on-site events, and contribute to PMO process improvements.

Lead and support financial institution advisory engagements focused on financial crime compliance (BSA/AML, OFAC/sanctions, fraud). Plan and manage engagement workstreams, develop audit/testing plans and client deliverables, perform qualitative and quantitative analyses (including data analytics), mentor junior staff, manage client relationships, and contribute to business development and practice initiatives.

Lead and oversee advisory engagements for financial institutions, performing process and financial reviews, designing risk and compliance roadmaps, enabling technology and reporting, building statistical and financial models, preparing client deliverables, mentoring junior staff, and supporting business development and AI/LLM integration initiatives.

Lead and perform company and complex securities valuations: build detailed financial models, analyze historical and projected financials, manage junior staff, use Excel and platforms (Capital IQ, Bloomberg), apply option-pricing/Monte Carlo techniques, produce client-ready reports, meet deadlines, and support business development.

Support monthly corporate accounting and controllership duties including financial statement preparation, revenue recognition (ASC 606), GL analysis and reconciliations, foreign-to-US GAAP comparisons, audit schedules, journal entries, and policy documentation. Collaborate across teams, contribute to process improvements, and assist with international consolidations and reporting projects.

Provide administrative support to senior leaders; manage recruiting logistics and candidate tracking; coordinate onboarding and training; execute events and travel planning; support ad hoc operations projects, budgeting coordination, and cross-functional communication; develop process improvements and automation using AI where relevant.

Lead and manage valuation engagements by building detailed financial models, analyzing historical and projected financials, directing junior staff, and delivering client-ready valuation reports. Use Excel and market data platforms (Capital IQ, Bloomberg), apply option pricing or Monte Carlo techniques, ensure quality, meet deadlines, and support business development and client presentations.