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Leads finance transformation, operational improvement, transaction readiness, and value-creation engagements. Serves as a senior client contact for CFOs, executives, sponsors, and lenders; develops financial models, roadmaps, reporting models, and executive presentations; identifies performance improvements through data analysis; implements finance and operational process improvements; manages workstreams, mentors staff, and supports recruiting, business development, and thought leadership.
Top Skills:
Ai-Enabled ToolsBi PlatformsEpmErpExcel
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Leads complex consulting engagements for financial institutions on regulatory compliance, supervision, risk management, governance, operations, licensing, and regulatory examinations. Advises senior client stakeholders, develops compliance frameworks, supports remediation and enforcement matters, manages teams and budgets, contributes to business development, and builds relationships across capital markets and regulatory communities.
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Advise financial institutions on regulatory compliance, risk management, supervision, governance, operational enablement, and business process optimization. Execute assessments, identify control gaps, develop risk frameworks, prepare client deliverables, and communicate recommendations. Consultants support engagement workstreams, while Managing Consultants lead projects, staff, budgets, client relationships, business development, and quality review. The role requires financial services regulatory experience, strong analytical and communication skills, proficiency with Excel and PowerPoint, and travel to client sites as needed.
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ExcelMS OfficePowerPoint
Reposted 3 Months AgoSaved
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Support buy- and sell-side diligence engagements by performing financial statement review, quality of earnings and working capital analysis, financial modeling, and report preparation. Lead client deliverables, collaborate with teams and experts, identify purchase price adjustment issues, assist with deal structuring insights, and help grow the practice through pitches and business development.
Top Skills:
BloombergCapital IqExcelMicrosoft PowerpointMicrosoft Word
Reposted 3 Months AgoSaved
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Support buy- and sell-side diligence engagements performing quality of earnings, working capital and financial statement analysis, modeling, report and presentation preparation, and client deliverables while contributing to practice growth and client relationships.
Top Skills:
BloombergCapital IqExcelMicrosoft PowerpointMicrosoft Word
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Reposted 3 Months AgoSaved
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Support and lead buy‑ and sell‑side diligence engagements: perform financial statement review, quality of earnings and working capital analyses, build and analyze financial models, prepare reports and presentations, supervise engagement teams, identify purchase price adjustment issues, and assist in practice growth, client pitches, and deliverables.
Top Skills:
BloombergCapital IqExcelMicrosoft PowerpointMicrosoft Word
Reposted 3 Months AgoSaved
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Lead and deliver valuation engagements by building detailed financial models, analyzing historical and projected financials, directing and mentoring junior staff, using Excel and market data platforms, preparing client-ready valuation analyses and reports, and supporting business development and client presentations.
Top Skills:
Black ScholesBloombergCapital IqExcelMonte Carlo Simulation
Reposted 3 Months AgoSaved
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Lead and execute performance-improvement engagements for PE-backed companies, delivering cost reduction, EBITDA and SG&A optimization, operational transformation, financial models, board-ready presentations, and implementation while managing teams, mentoring juniors, and supporting practice development.
Reposted 3 Months AgoSaved
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Lead and support buy- and sell-side transaction advisory engagements, performing quality of earnings, working capital and financial analyses, preparing deliverables, supervising teams, identifying purchase price adjustment issues, and contributing to practice development and client pitches.
Top Skills:
BloombergCapital IqExcelMicrosoft PowerpointMicrosoft Word
Reposted 3 Months AgoSaved
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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.
Top Skills:
ExcelPowerPointPythonRSASSQL
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