Perform financial and operational analysis, build models and dashboards, translate data into strategic recommendations, support fundraising and M&A workstreams, prepare CEO/BOD-ready materials, execute unit economics, pricing, and ROI projects, and improve firm tools and client delivery.

Lead and manage client engagements delivering financial operating models, strategic analyses, and recommendations to C-suite. Oversee M&A and fundraising work, ensure project delivery, support business development and proposals, and mentor team members to maintain high standards.

Lead strategic finance engagements including financial and operating modeling, unit economics, cash management, and transaction support (M&A, equity/debt fundraising). Advise C-suite, implement process automation, oversee external providers, and deliver actionable recommendations to improve profitability, cash flow, and capital structure.