Director, Financial Modeling – Infra & Energy Transition

Leo Berwick; Coronado (CA); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Unlimited PTO

Remote work options

Tuition reimbursement

Medical insurance

Pension contributions

Wellness stipend

Job summary

Leo Berwick is hiring a Director in our market leading financial modeling sub practice, focusing on complex infrastructure, renewables, and energy transition deals. This role combines deep technical expertise, client leadership, and people development.

You will act as a trusted advisor to clients, coach team members, and ensure models are defensible, decision-ready, and aligned with investment objectives across engagements.

Qualifications

• 4-6 years of relevant experience in financial modeling, transaction advisory, consulting or related analytical roles.
• Bachelor’s degree in Accounting, Finance, Economics or related field.
• CPA, CFA, or formal financial modeling training is an asset.
• Exceptional ability to translate complex financial outputs into clear, actionable insights for senior stakeholders.
• Deep expertise in valuation methodologies, financial analysis, and transaction modeling.
• The successful candidates must be able to travel within Canada and the USA.

Responsibilities

• Oversee the development and review of complex financial models including cash flow modeling, scenario analysis, and valuation outputs.
• Partner closely with senior client stakeholders to understand transaction objectives and translate them into robust, decision‑ready financial models.
• Lead deal and advisory engagements across sectors, contributing modeling insights to client deliverables and presentations.
• Collaborate with Managing Directors and Partners to refine methodologies, assumptions, and modeling approaches.
• Continuously enhance modeling methodologies to reflect evolving market practices, regulatory considerations, and sector‑specific dynamics in infrastructure and energy transition.
• Establish and implement best practices, templates, and quality standards for financial modeling across the practice.
• Lead, mentor, and develop Vice Presidents and Senior Associates within the financial modeling team.

Skills

Financial modeling

Transaction advisory

Leadership

Communication of insights

Valuation

Mentoring

Education

Bachelor's degree in Accounting, Finance, Economics or related field

Job description

Leo Berwick is hiring a Director in our market leading financial modeling sub practice, focusing on complex infrastructure, renewables, and energy transition deals. This role combines deep technical expertise, client leadership, and people development.

You will act as a trusted advisor to clients, coach team members, and ensure models are defensible, decision-ready, and aligned with investment objectives across engagements.