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Justin Steele

Senior Strategy Consultant specializing in M&A due diligence and tax advisory

OC&C Strategy ConsultantsColumbia UniversityNew York, NY14 Years ExperienceSenior LevelWorks On-Site

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About

Consulting/workstream lead with private-markets due diligence experience (hedge fund client) spanning brand performance analysis and expert interviews across beverage categories. Also built and rolled out a UiPath RPA solution at KPMG to automate large-scale invoice review for tax recovery work, delivering ~30% efficiency gains and improving engagement realization.

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Key Strengths

  • Led cross-functional due diligence workstreams (brand performance + expert interviews) for hedge fund client on global beverage company
  • Strong prioritization using 80/20 focus on highest-revenue categories to manage shifting priorities
  • Established executive alignment via weekly checkpoints and a detailed 100+ question SOW
  • Implemented UiPath-based RPA to automate thousands of invoice reviews, improving process efficiency by 30%
  • Drove adoption of new automation despite initial team skepticism through live demonstration and results
  • Balances strategic hypothesis-driven planning with day-to-day oversight of junior analysts

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Experience

Strategy ConsultantOC&C Strategy Consultants · Jan 2024 – Present
Senior Manager, M&A TaxKPMG LLP · Jan 2021 – Jan 2023
Manager, Tax ConsultingKPMG LLP · Jan 2018 – Jan 2021
Senior Tax AuditorCanada Revenue Agency · Jan 2012 – Jan 2018

Education

Columbia Universitymaster, Strategy & Operations (2024)
Saint Mary's Universitybachelor, Accounting & Finance (2014)

Awards

  • KPMG Level 1 “Far Exceeds” performance rating (awarded to <5% of Senior Managers)
  • Canoe Kayak Canada National Champion (Men’s K4 1000m)

Skills

Financial ModelingMicrosoft ExcelSQLPythonData AnalysisTeam LeadershipCommercial Due DiligenceGrowth StrategyPrivate EquityHedge FundsMergers & Acquisitions (M&A)M&A Tax Due DiligenceCross-Border TransactionsMarket SizingCompetitive Analysis

Languages

English

Certifications

CPA (Canada)

Memberships

  • CPA Canada

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Justin SteeleSenior Strategy Consultant specializing in M&A due diligence and tax advisory