Manager,Valuations & Modelling Job Kitchener area,Waterloo Ontario Canada,Finance & Banking

Location: Waterloo

Putting people first, every day

BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a with a high priority on your personal and professional growth.

Your Opportunity

BDO Canada LLP is seeking a Manager to join our Valuations & Modelling team in Kitchener-Waterloo
. We are looking for dynamic candidates with strong technical valuation expertise and financial modelling capabilities to support the delivery of high-quality valuation services.

BDO Canada's clients include a wide range of Canadian and global entrepreneurial businesses from start-ups to established incumbents. Our range of experience covers the full spectrum of industries, business sizes, and valuation complexity, helping owner-managed companies to large publicly traded corporations. Deep industry expertise allows us to be agile and responsive, bringing in resources from our global accounting and consulting network when required.

This is a new role, and will focus on delivering valuation services while continuing to develop your technical valuation expertise in the following areas:

Business Valuations: Manage business valuation engagements for financial reporting, tax planning, compliance, and transaction advisory purposes.

Litigation Support: Manage litigation support engagements including family law matters and commercial disputes.

Investment Entity Reviews: Support investment entity and investment holding entity reviews in accordance with CBV standards for large enterprise clients and institutional investors, supporting tax planning, compliance, and transaction-related requirements.

Fairness Opinions: Support fairness opinion engagements by preparing financial analysis and valuation assessments related to mergers and acquisitions, corporate transactions, and strategic initiatives.

Audit Assistance: Support BDO’s assurance practice in assessing the fair value of assets and liabilities, helping ensure compliance with accounting standards and regulatory requirements.

Financial Instruments: Provide valuation analysis using recognized methodologies and models for complex financial instruments including derivatives, employee stock options, senior debt, and other securities.

In this role, you will also:

Collaborate and Support Team Development: Mentor and support junior team members, including CBV students and analysts, fostering a collaborative and high-performing team environment.

Manage Engagement Execution: Coordinate engagement activities to ensure timely, high-quality delivery within scope and budget while maintaining adherence to professional standards.

Perform Technical Valuation Analysis: Conduct financial analysis and valuation modelling using established methodologies to support complex engagements.

Prepare Reports and Deliverables: Develop and review valuation reports, presentations, and supporting documentation aligned with professional and regulatory standards.

Engage with Clients: Work directly with clients to gather information, understand business drivers, and communicate valuation findings effectively.

Support Practice Development: Assist senior team members with proposals, RFP responses, and identifying opportunities to expand client engagements.

How do we define success for your role?

You demonstrate BDO's core values through all aspects of your work:
Integrity, Respect and Collaboration.

You understand your client’s industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high-quality work.

You identify, recommend, and are focused on effective service delivery to your…

Manager, Valuations & Modelling