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Support and lead Turnaround & Restructuring engagements by building and overseeing financial models (3-statement, 13-week cash flows, scenario/pro-forma), managing junior staff, preparing reports and presentations, collaborating with clients and experts, assisting business development, and delivering strategic financial and operational recommendations.
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BloombergCapital IqExcelPowerPointWord
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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.
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Lead and deliver valuation engagements including financial modeling, analysis of historical and projected results, and valuation of companies and complex securities. Manage and mentor junior staff, ensure quality and deadlines, communicate findings to clients, and support business development and practice growth.
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Black ScholesBloombergCapital IqExcelMonte Carlo Simulation
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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.
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BloombergCapital IqExcelMicrosoft PowerpointMicrosoft Word
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Provide financial and operational advisory on turnaround and restructuring engagements. Build 3-statement and 13-week cash flow models, perform scenario analyses, prepare client deliverables, collaborate with teams, support business development, and communicate recommendations to stakeholders.
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ExcelPowerPointWord
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Support turnaround and restructuring engagements by building three-statement and 13-week cash flow models, performing financial analysis and scenario planning, preparing client deliverables and presentations, collaborating with teams and stakeholders, assisting in pitches and practice development, and maintaining high professional and ethical standards.
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BloombergCapital IqExcelPowerPointWord
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Support Turnaround & Restructuring client teams by building 3-statement and 13-week cash flow models, scenario and pro-forma analyses; prepare reports and presentations; collaborate with clients and advisors; assist with transactions and Chapter 11 processes; contribute to business development and practice growth.
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BloombergCapital IqExcelMicrosoft PowerpointMicrosoft Word
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Lead and support client engagements to drive cost reduction, EBITDA improvement, SG&A optimization, and operational transformation. Analyze financial and operational data, build financial models and KPI reporting, develop actionable recommendations, implement process improvements, manage workstreams and junior staff, prepare executive-ready deliverables, and support practice development including recruiting and thought leadership.
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Ai-Enabled ToolsData Visualization ToolsExcel
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Lead and support buy- and sell-side transaction advisory engagements including quality of earnings, working capital and financial trend analyses, financial modeling, and preparation of reports and client deliverables. Supervise project teams, identify purchase price adjustments, collaborate with experts, assist business development, and provide actionable transaction insights to clients.
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BloombergCapital IqExcelMicrosoft WordPowerPoint
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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.
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Black ScholesBloombergCapital IqExcelMonte Carlo Simulation
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