Jobs at Leo Berwick

Lead financial due diligence engagements for acquisitions and divestitures across energy, infrastructure, and renewables. Analyze business plans and historical financials, identify risks and value opportunities, align findings with valuations, and deliver client reports and presentations. The role includes managing project lifecycles, overseeing client deliverables, mentoring junior team members, and leading complex engagements in a remote environment with occasional travel across Canada and the United States.

Build and ship AI-native agentic products for high-stakes M&A workflows. Design orchestration middleware, integrate LLMs, retrieval, tool calling, and enterprise data, and create reliable, secure, observable systems. Develop domain models supporting automated reporting and memo generation, shape platform architecture, establish engineering standards, collaborate with subject matter experts, and contribute to technical evaluations and hiring.

Own revenue marketing across account-based marketing, paid media, website conversion, SEO, AI visibility, campaign operations, and performance reporting. Build multi-channel campaigns for target accounts, manage advertising budgets, create HubSpot workflows, improve conversion paths, connect systems with AI and automation, and report on engagement and influenced pipeline. Partner with Sales, Revenue Operations, Events, and Content teams to optimize campaigns and accelerate pipeline growth.

Leads complex financial modeling and transaction advisory engagements focused on infrastructure, renewables, and energy transition. Oversees cash flow models, scenario analysis, valuations, methodologies, quality standards, and client deliverables. Partners with senior stakeholders to translate transaction objectives into decision-ready insights, manages multiple engagements, and advises on assumptions and modeling approaches. Develops best practices while mentoring Vice Presidents and Senior Associates and contributing to the growth of the financial modeling practice.

Lead financial modeling for infrastructure, renewables, and energy-transition M&A transactions. Responsibilities include building and operating greenfield deal models, reviewing model formulas and structural risks, performing valuation analyses, preparing client reports and presentations, advising transaction stakeholders, and validating models for accuracy, quality, regulatory compliance, and client requirements. The role also collaborates with legal and tax teams and requires travel within Canada and the United States.