Leo Berwick · 5 days ago
Managing Director – Financial Modeling, Energy and Infrastructure (US)
United States
Full-time
Remote
Director/Executive
8+ years expLeo Berwick is an innovative mergers and acquisitions advisory firm specializing in infrastructure and energy. They are seeking a Managing Director – Financial Modeling to lead and expand their Energy and Infrastructure Financial Advisory Practice, setting strategic direction and driving innovation in financial modeling capabilities.
Professional ServicesFinanceConsultingAdviceFinancial ServicesManagement Consulting
Responsibilities
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
Qualification
Required
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
The successful candidates must be able to travel with Canada and the USA
Preferred
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
Family-first benefits, including an enhanced Parental Leave Program with paid leave and parental leave top-up options for eligible employees
Company
Leo Berwick
Leo Berwick provides tax advisory, financial modeling, tax compliance, management consulting, due diligence and deal strategy services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$75MKey Investors
Stone Point Capital
2025-07-22Debt Financing· $75M
Leadership Team
Kyle Kidd
Partner
Recent News
Company data provided by crunchbase