Managing Director – Financial Modeling, Energy and Infrastructure

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop and implement the vision for Leo Berwick’s financial modeling services, ensuring it aligns with the overall goals of the firm and meets client needs.

• Serve as a senior advisor to clients, gaining an understanding of their strategic objectives, structuring transactions, and providing actionable, data-driven insights.

• Supervise the development and evaluation of intricate financial models for M&A transactions, ensuring accuracy, robustness, and customization to meet each transaction’s specific requirements.

• Drive innovation in modeling methodologies, utilizing the latest tools, technologies, and market best practices to improve decision-making.

• Collaborate with tax, legal, and other advisory teams to ensure that models are seamlessly integrated into the overall transaction strategy.

• Establish stringent review processes to guarantee that models adhere to the highest quality, regulatory, and client service standards.

• Mentor and develop a team of modeling professionals, promoting technical excellence, commercial acumen, and professional advancement.

• Lead business development initiatives, identifying opportunities, nurturing client relationships, and representing the firm within the market.

⛳️ Requirements

• Over 8 years of experience in financial modeling, M&A advisory, investment banking, or infrastructure finance, with a minimum of 5 years in a senior leadership role.

• Demonstrated experience in leading complex, high-value transactions within the infrastructure, renewables, and/or energy transition sectors.

• Outstanding client relationship management abilities, with a proven history of generating new business and enhancing existing relationships.

• Advanced technical expertise in financial modeling and valuation, along with the capacity to simplify complex data for strategic decision-making.

• Strong leadership and mentoring capabilities, with experience managing interdisciplinary teams across various locations.

• CPA, CFA, MBA, or an equivalent advanced qualification is preferred.

🏝️ Benefits

• Unlimited paid time off, including 2 weeks of disconnected time each year.

• Flexible working arrangements with options for remote work and location flexibility.

• Tuition reimbursement.

• Comprehensive medical and dental insurance.

• Pension and retirement contributions.

• Monthly fringe benefit stipend of up to $400.

• Additional benefits to promote your physical and mental wellness.