– Reviews outputs of financial analyses to guide client’s management to make decisions with confidence
– Develops new and innovative approaches to analyzing data to help team draw meaningful conclusions; champions the use of advanced visualization to extract insights from a data set and presents findings in a clear, logical manner to client executives
– Resolves escalated scope, timeline, or resourcing issues and shapes team’s priorities to address most urgent and relevant tasks
– Manages engagement financials to ensure proper invoicing, staff billing, and engagement profitability
– Understands the larger ecosystem within which the client operates; uses to facilitate discussions about potential solutions to the client’s most pressing deal issues
– Understands drivers of growth, profitability and cash flow as well as a client’s financial statements and key performance measures
– Identifies relevant business trends, economic forces, and industry practices and can confidently discuss with the client
– Builds personal brand and supports eminence building in chosen industry/sector
– Sets direction regarding the development and compliance of standards, guidelines and service agreements
– Combines expertise in one stage of a transaction with a deep understanding of a particular industry/sector and advises on integration points an critical focus areas
– Ensures the accuracy of the models, valuation analyses, reports, and audit support documentation
– Reviews client’s existing financial model to ensure reliability by testing its mathematical accuracy, confirming that its logic is consistent with the commercial drivers of the business, and reviewing the reasonableness of the input assumptions
– Uses qualitative and quantitative analysis to deliver insights on goodwill implications in a transaction