Financial Planning and Analysis

• Performs financial due diligence for clients who are acquiring and divesting businesses
• Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
• Prepares detailed financial analyses to help clients evaluate their acquisition decisions and financing requirements
• Uses various software tools as designated by the firm
• Interacts with the other functional areas of the practice including tax, audit and other consulting practices
• Assists in preparing proposals and engagement letters
• Represents the firm in community activities and professional associations

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Portfolio Manager, UHNW Team, Vice President