Managing Director – Financial Modeling, Energy and Infrastructure

🔥 19 minutes ago

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Leo Berwick

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

💼 Consulting

💰 $75M Debt Financing - Leo Berwick on 2025-07

Consulting

Leo Berwick is a pure-play M&A advisory firm that provides tax, accounting and transaction advisory services to investors and corporate clients. The firm’s US and Canadian professionals work with infrastructure funds, private equity houses, portfolio companies, pension funds and corporate investors on buy-side and sell-side deals, integration & separation, modeling, tax, valuation, insurance and public–private partnership (P3) matters. Leo Berwick supports transactions across infrastructure, renewables, real estate, technology, telecommunications, healthcare, manufacturing and other sectors, and coordinates with a global alliance for deals outside North America.

📋 Description

• Define and execute the vision for Leo Berwick’s financial modeling services, ensuring alignment with firm-wide goals and client needs • Act as a senior advisor to clients, understanding their strategic objectives, structuring transactions, and delivering actionable, data-driven insights. • Oversee the creation and review of sophisticated financial models for M&A transactions—ensuring they are accurate, robust, and tailored to each transaction’s unique requirements. • Drive innovation in modeling techniques, incorporating the latest tools, technologies, and market best practices to enhance decision-making. • Partner with tax, legal, and other advisory teams to ensure models are integrated into the broader transaction strategy. • Establish rigorous review processes to ensure models meet the highest quality, regulatory, and client service standards. • Mentor and grow a team of modeling professionals, fostering technical excellence, commercial judgment, and professional growth. • Lead business development efforts, identifying opportunities, cultivating client relationships, and representing the firm in the market.

🎯 Requirements

• 8+ years of experience in financial modeling, M&A advisory, investment banking, or infrastructure finance, with at least 5 years in a senior leadership capacity. • Proven experience leading complex, high-value transactions in infrastructure, renewables, and/or energy transition sectors. • Exceptional client relationship management skills, with a track record of generating new business and deepening existing relationships. • Advanced technical skills in financial modeling and valuation, paired with the ability to simplify complex data for strategic decision-making. • Strong leadership and mentoring skills, with experience managing multi-disciplinary teams across geographies. • CPA, CFA, MBA, or equivalent advanced qualification preferred.

🏖️ Benefits

• Unlimited paid time off including 2 weeks of disconnected time each year • Flexible working arrangements – remote and location flexibility • Tuition reimbursement • Attractive medical, dental insurance • Pension & retirement contributions • Monthly fringe benefit stipend (up to $400) • Additional benefits to support your physical and mental wellness