Support acquisition growth through financial analysis, modeling, valuation, due diligence, and integration activities.
Prepare valuation analyses, transaction due diligence packages, and presentation materials for board meetings.
Manage diligence data room, monitor deal value realization, and identify process improvements.
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. It is a multi-billion dollar, private equity-backed firm with a strong culture emphasizing client well-being and employee satisfaction, recognized with awards for employee and client satisfaction.
Evaluate strategic acquisitions and investment opportunities for Cotiviti.
Conduct financial modeling, valuation, and due diligence for M&A transactions.
Collaborate with cross-functional teams and senior leaders to execute complex projects.
Cotiviti is a healthcare analytics and payment accuracy company that helps improve the business of healthcare through data-driven solutions. Their culture emphasizes collaboration, innovation, and strategic growth, with a focus on delivering value for clients and team members.
Lead modeling for M&A, spin-offs, IPOs, and other liquidity events across incubation portfolio.
Conduct comparable company analysis to inform M&A, fundraising, and strategic planning.
Build and manage financial models including scenario planning, cash planning, and unit economics.
Red Cell Partners is an incubation firm building and investing in rapidly scalable technology-led companies in healthcare, cyber, and national security. The firm is united by a shared sense of duty and belief in innovation, with a team that values collaboration and strategic impact.
Work alongside the Co-CEOs on corporate matters, leases, licensing deals, and large strategic deals.
Draft and negotiate deals end to end, from initial terms through definitive agreement.
Build financial models and budgets to underpin every deal, including valuations and scenario analysis.
goop is a lifestyle platform dedicated to exploration, curation, and groundbreaking conversation. It has expanded into a beauty, fashion, and food business with products, curation, podcast, TV shows, live events, and retail stores.
Build and defend regulatory financial models for banking licence applications and capital planning across Europe.
Drive strategic finance projects including business cases, board materials, and M&A support.
Partner with VP of Finance on ad-hoc analysis and business partnering across functions.
Finom is a European tech startup developing an all-in-one financial B2B platform integrating banking, accounting, and invoicing. With over $346 million in total funding and a start-up culture, they value innovation and empowering employees.
Develop and maintain driver-based financial models and perform scenario analysis across key metrics.
Partner with cross-functional teams to translate strategic plans into financial plans and support ROI analysis.
Analyze current and historical performance to provide actionable insights for senior leadership and investor communications.
Gemini is a global crypto and Web3 platform founded by Cameron and Tyler Winklevoss in 2014, offering a range of crypto products and services. As a publicly traded company, Gemini is poised to accelerate its vision with greater scale and impact.
Maintain and enhance detailed three-statement financial models for publicly traded companies.
Conduct company research, financial analysis, and ad-hoc due diligence to support research objectives.
Develop sector expertise and contribute to model improvements and client support.
They provide a sophisticated global financial research and intelligence platform. They foster a collaborative environment with a focus on accuracy and continuous learning.