Education: Bachelor’s or Master’s degree from a top-tier university in finance, economics, engineering, business or a related field; MBA or equivalent is a plus; Experience: 10+ years of experience, including senior-level investment banking (M&A, capital markets or financial institutions coverage) and/or a top-tier firm consulting firm, advising CEOs, CFOs or Boards on complex, high-stakes transactions where precision, process discipline and deadlines are non-negotiable; Industry knowledge: Financial services, fintech or technology; exposure to public-company environments (earnings, investor relations, governance) is an advantage; Technical skills: Exceptional written communication that boils complex material down to its essence, and comfort using AI tools as part of daily work. Keep a single, accurate record of decisions, commitments, owners and deadlines coming out of MTeam and CEO forums, follow up relentlessly until each one is closed, hold leaders accountable to what they signed up for, and escalate risks and slippage early; Be a forcing function for speed.