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Fintech • Software • Financial Services
Support business valuation and financial advisory engagements by conducting company, industry, and market research; building DCF, guideline company, and precedent transaction models; analyzing financial statements and tax records; preparing valuation reports, exhibits, and presentations; participating in client interviews; and using AI-enabled tools to streamline research and deliverables for tax, transaction, corporate planning, and dispute purposes.
Fintech • Software • Financial Services
Lead Accounting & Reporting Advisory engagements, prepare financial statements, oversee accounting operations, and deliver technical accounting expertise for clients.
Fintech • Software • Financial Services
Lead fairness and solvency opinion engagements, manage client relationships, oversee execution of analyses and deliverables while driving practice growth on the West Coast.
