Financial Analyst, Valuations & Modelling

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 people-first culture with a high priority on your personal and professional growth.

Our Montreal office is looking for a Financial Analyst, Valuations & Modelling to join the Financial Advisory Services team. In this role, you will be called upon to:

• Business valuations:
  Participate in valuation engagements for tax planning, transaction support, financial reporting and compliance purposes.
• Support to investment funds:
  Participate in valuation engagements for investment funds and portfolio companies in accordance with the standards of the Canadian Institute of Chartered Business Valuators (CBV Institute), including engagements involving large businesses and institutional investors.
• Audit support:
  Participate in the preparation of valuation memos to support the fair value of assets and liabilities and help ensure compliance with accounting standards and regulatory requirements.
• Financial instruments:
  Participate in the preparation of valuations of complex financial instruments, including derivatives, stock options, and debt instruments, using recognized valuation methodologies.

• Collaborate with engagement teams across audit, accounting advisory, and transaction services to deliver high-quality client service.
• With the team's support, participate in the modelling used for the valuation.
• With the team's support, draft detailed valuation reports and presentations to management.
• Take part in discussions and meetings with the management of the companies involved.
• With the team's support, analyze company’s strengths, weaknesses, opportunities, and threats with a view to determining the cash flow risks of the companies involved.
• Develop relationships with BDO's current and prospective clients.
• Provide ongoing communication with the valuation team concerning file execution and service area development initiatives.
• Develop an understanding of the business development activities required to support this type of practice (for future career development).

• You consistently deliver accurate, high-quality work through strong attention to detail, critical thinking, and a proactive approach to problem solving.
• You demonstrate BDO's core values through all aspects of your work:
  Integrity, Respect & Collaboration.
• You understand your client's industry, challenges, and opportunities.
• Clients and colleagues describe you as positive, professional, and delivering high-quality work.
• You identify, recommend & are focused on effective service delivery to your clients.
• You share in an inclusive & engaging work environment that develops, retains & attracts talent.
• You actively participate in the adoption of digital tools and strategies to drive an innovative workplace.
• You grow your expertise through learning & professional development.

• A Bachelor’s Degree in Accounting, Finance, Business, or other related field
• A CPA accounting designation is considered an asset
• Must be willing to pursue a CBV designation
• 1-2 years working experience in an Audit or Valuations/Mergers and Acquisitions practice
• Experience applying IFRS and/or ASPE is considered an asset
• Strong analytical and problem-solving skills
• Solid verbal and written communication skills
• Proficiency in Excel
• Ability to prioritize and manage multiple tasks

Our people-first approach to talent has earned us a spot…