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Support and lead buy- and sell-side diligence engagements including quality of earnings, working capital and financial statement analysis; build and review financial models and cash flow scenarios; identify purchase price adjustments and deal structuring insights; prepare reports and presentations; supervise project teams; assist with business development and client relationship building.
Top Skills:
BloombergCapital IqExcelMicrosoft PowerpointMicrosoft Word
Other
Serve on transaction advisory engagements supporting buy- and sell-side diligence. Perform quality of earnings, working capital analysis, financial modeling, and benchmark analysis. Prepare reports, presentations, and recommendations, supervise project tasks, collaborate with subject-matter experts, support business development, and advise on purchase price adjustments and deal structuring.
Top Skills:
BloombergCapital IqExcelMicrosoft WordPowerPoint
Other
Provide accounting, auditing, and financial analysis support to financial institutions. Analyze financial statements, implement accounting standards and risk systems, perform investigations, support SEC reporting, conduct control testing and analytics, manage client deliverables, delegate to junior staff, and contribute to business development and practice activities.
Top Skills:
AIExcelMS OfficePowerPointRpa
Other
Perform company and investment valuations by analyzing historical and forecasted financials, building detailed financial models, and presenting analyses to clients. Lead and mentor junior staff, ensure quality and deadlines, leverage Excel and market-data platforms (Capital IQ, Bloomberg), and support business development and client engagements. Familiarity with option pricing and Monte Carlo methods preferred.
Top Skills:
Black ScholesBloombergCapital IqExcelMonte Carlo Simulation
Other
Lead valuation engagements by building and reviewing detailed financial models, analyzing historical and projected financials, managing and mentoring junior staff, using Excel, Capital IQ and Bloomberg, preparing client-ready valuation deliverables and participating in business development and client presentations.
Top Skills:
Black ScholesBloombergCapital IqExcelMonte Carlo Simulation
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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
Other
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.
Top Skills:
ExcelRSASStata
Other
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.
Top Skills:
AWSAzureCloud ComputingMicrosoft Security StackMonday.ComMs ProjectServicenowSmartsheetSnowflake
Other
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
Other
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.
Top Skills:
Black ScholesBloombergCapital IqExcelMonte Carlo Simulation
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