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 and analytical 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

Senior Associate – Financial Due Diligence

Principal Financial Analyst

Manager, Financial Analysis

Principal Finance Associate, Card External Planning – Analysis

Director, Financial Due Diligence

Branch Manager