3+ years total M&A experience with time as an Associate at a top firm (e.g. Goldman Sachs, Morgan Stanley, JPM, Evercore, Centerview, Lazard, PJT, Moelis, Guggenheim)
Facilitate annual operating plan, forecast and outer-year planning cycles through FTE/Opex preview files, stakeholder review meetings, system loads and final reporting packs to support enterprise planning decisions
A strong drive and sense of ownership, with the motivation to take responsibility, follow through on commitments and continually strive for excellence.
A strong drive and sense of ownership, with the motivation to take responsibility, follow through on commitments and continually strive for excellence.
Optimize: Identify and prioritize opportunities for improving Finance operations through maximizing technology usage supported by emerging technology. Support clients in the implementation of improvement initiatives and monitor the success of these initiatives in delivering the intended outcomes
Supports any new system roll out/enhancements by preparing and executing user- acceptance testing (UAT), ensuring all requirements are met prior to go-live.
Track outstanding or pending billing items and follow up with relevant internal stakeholders to ensure timely invoicing and completed work is appropriately captured for invoicing.