Managing Director – Financial Modeling, Energy and Infrastructure (US)

Leo Berwick; New York (NY); Hybrid; USD 250,000 - 500,000; Full time

Benefits offered by this job

Unlimited PTO

Remote work flexibility

Tuition reimbursement

Medical and dental insurance

Pension & retirement contributions

Stipend for lifestyle expenses

Wellness programs

Parental leave enhancements

Job summary

Leo Berwick is seeking a Managing Director – Financial Modeling to lead and expand our Energy and Infrastructure Financial Advisory Practice. In this leadership role, you will set the strategic direction for our financial modeling capabilities and drive innovative insights for clients.

You will oversee high-stakes M&A transactions, mentor a diverse team across geographies, and collaborate with tax, legal, and advisory colleagues to integrate models into transaction strategies.

Qualifications

• 8+ years of experience in financial modeling, M&A advisory, investment banking, or infrastructure finance.
• 5+ years in a senior leadership capacity leading teams across geographies.
• CPA, CFA, MBA or equivalent advanced qualification preferred.

Responsibilities

• Strategic Leadership: Define and execute the vision for Leo Berwick's financial modeling services, ensuring alignment with firm-wide goals and client needs.
• Client Partnership: Act as a senior advisor to clients, understanding their objectives, structuring transactions, and delivering actionable, data-driven insights.
• Modeling Oversight: Oversee creation and review of sophisticated financial models for M&A transactions, ensuring accuracy and robustness.
• Thought Leadership: Drive innovation in modeling techniques, incorporating latest tools and market best practices.
• Cross-Functional Collaboration: Partner with tax, legal, and other advisory teams to ensure models are integrated into the broader transaction strategy.
• Quality Assurance: Establish rigorous review processes to ensure models meet high quality and regulatory standards.
• Team Development: Mentor and grow a team of modeling professionals, fostering technical excellence and growth.
• Business Development: Lead efforts, identify opportunities, cultivate client relationships, and represent the firm in the market.

Skills

Financial modeling

Leadership

Client relationship management

Strategic thinking

Education

CPA/CFA/MBA or equivalent

Tools

Excel

Valuation modeling

Job description

About Leo Berwick

Leo Berwick is an innovative, commercially focused mergers and acquisitions advisory firm serving the world’s largest infrastructure funds, infrastructure and energy developers, pension funds, sovereign wealth funds, private equity firms and their portfolio companies, publicly listed corporations, and private strategic investors across a broad range of industries, with deep expertise in infrastructure and energy. Our team of more than 120 M&A advisory leaders and specialists from the Big Four and Big Law partners with clients throughout the deal life cycle to maximize value, minimize risk, and achieve superior outcomes through tailored, high-impact advice.

About Leo Berwick

Leo Berwick is an innovative, commercially focused mergers and acquisitions advisory firm serving the world’s largest infrastructure funds, infrastructure and energy developers, pension funds, sovereign wealth funds, private equity firms and their portfolio companies, publicly listed corporations, and private strategic investors across a broad range of industries, with deep expertise in infrastructure and energy. Our team of more than 120 M&A advisory leaders and specialists from the Big Four and Big Law partners with clients throughout the deal life cycle to maximize value, minimize risk, and achieve superior outcomes through tailored, high-impact advice.

What We're Looking For

• Leo Berwick is seeking a Managing Director – Financial Modeling to lead and expand our Energy and Infrastructure Financial Advisory Practice. In this pivotal leadership role, you will set the strategic direction for our financial modeling capabilities, drive innovation, and ensure that our work consistently delivers best-in-class insights and outcomes for our clients.

You're the right fit for this role if –

• Are a visionary financial strategist with a proven track record of leading high-performing teams in complex M&A and infrastructure transactions.
• Excel at building and nurturing client relationships, earning trust through strategic insight, technical excellence, and commercial acumen.
• Thrive in high-stakes environments, balancing big-picture thinking with meticulous attention to detail.
• Lead by example-motivating teams, fostering a culture of excellence, and championing innovation in modeling techniques and transaction analysis.
• Are committed to continuous improvement, staying ahead of market trends, emerging methodologies, and evolving client needs.

What You'll Do

• Strategic Leadership: Define and execute the vision for Leo Berwick's financial modeling services, ensuring alignment with firm-wide goals and client needs
• Client Partnership: Act as a senior advisor to clients, understanding their strategic objectives, structuring transactions, and delivering actionable, data-driven insights.
• Modeling Oversight: 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.
• Thought Leadership: Drive innovation in modeling techniques, incorporating the latest tools, technologies, and market best practices to enhance decision-making.
• Cross-Functional Collaboration: Partner with tax, legal, and other advisory teams to ensure models are integrated into the broader transaction strategy.
• Quality Assurance: Establish rigorous review processes to ensure models meet the highest quality, regulatory, and client service standards.
• Team Development: Mentor and grow a team of modeling professionals, fostering technical excellence, commercial judgment, and professional growth.
• Business Development: Lead business development efforts, identifying opportunities, cultivating client relationships, and representing the firm in the market.

What You Bring

• 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.
• The successful candidates must be able to travel with Canada and the USA.

Benefits & Perks North America

• 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

Equal Opportunity Statement

Leo Berwick provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type with regard to race, age, ancestry, color, creed, disability status (physical or mental), gender, marital status, legally-protected medical condition (including pregnancy), national origin, religion, gender identity or expression, genetic information, sexual orientation, military, protected veteran status, or any other characteristic protected by applicable federal, state, or local laws.