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Fintech • Software • Financial Services
Leads strategic FP&A, finance transformation, transaction diligence, post-acquisition integration, and carve-out engagements for middle-market and private equity-backed clients. Designs budgeting, forecasting, financial models, KPI dashboards, reporting frameworks, and finance process improvements. Advises CFOs and sponsors, supports interim FP&A leadership, recommends ERP and planning technologies, mentors teams, and contributes to business development and thought leadership.
Fintech • Software • Financial Services
Lead FP&A and strategic finance engagements for middle-market and PE-backed clients, including budgeting/forecasting design, driver-based modeling, KPI/dashboard reporting, transaction diligence support, post-acquisition integration, finance transformation, and interim FP&A leadership. Advise on ERP/CPM tools, implement data automation and visualization solutions, mentor junior staff, and drive business development.
Fintech • Software • Financial Services
Lead strategic FP&A engagements, develop management reporting solutions, and support financial transactions for private equity clients, ensuring finance transformation and operational excellence.
Fintech • Software • Financial Services
Lead Industrials practice engagements: manage projects end-to-end, mentor junior staff, conduct primary research and executive interviews, analyze market and supply-chain dynamics, develop client-ready deliverables, and apply AI tools to improve research and deliverable efficiency.
Fintech • Software • Financial Services
Lead Accounting & Reporting Advisory engagements, prepare financial statements, conduct technical accounting research, and manage client communications. Drive business development and operational improvements while ensuring compliance with accounting standards.
