Director, Modeling – Infra & Energy Transition

Leo Berwick; United States; Remote; USD 180,000 - 240,000; Full time

Benefits offered by this job

Unlimited PTO (2 weeks disconnected)

Flex remote work

Tuition reimbursement

Health insurance

Retirement plan

Monthly stipend up to $400

Wellness programs

Job summary

Leo Berwick is seeking a Director to lead our market‑leading financial modeling sub‑practice within Financial Advisory, focusing on complex infrastructure, renewables, and energy transition deals. You will act as a trusted client advisor, drive modeling quality, and coach teams across engagements.

You’ll oversee development of complex models, translate objectives into decision‑ready outputs, and lead engagements while refining methodologies and standards.

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 required.
• 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.

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

Client leadership

Mentoring/people development

Stakeholder communication

Decision analysis

Education

Bachelor’s degree in Accounting, Finance, Economics

Job description

Leo Berwick is seeking a Director to lead our market‑leading financial modeling sub‑practice within Financial Advisory, focusing on complex infrastructure, renewables, and energy transition deals. You will act as a trusted client advisor, drive modeling quality, and coach teams across engagements.

You’ll oversee development of complex models, translate objectives into decision‑ready outputs, and lead engagements while refining methodologies and standards.