Transaction Services Senior Manager – Financial Services; Bilingual FR

Line of Service Advisory Industry/Sector FS X‑Sector Specialism Financial Due Diligence Management Level Senior Manager Job Description & Summary

A career in our Financial Services (“FS”) Financial Due Diligence practice, within Deals Transaction Services, will provide you the opportunity to help organisations realise the potential of mergers, acquisitions and divestitures and capital markets.

In short, we help some of the world’s leading companies originate, create, execute, and realise value from deals. Through data driven insights we help our clients move in the right direction ensuring maximum value for their company.

Our team assist organisations with both buy side and sell side due diligence. As part of our team, you’ll help us provide both corporate and financial buyers with peace of mind by analysing and validating all the financial, commercial, operational and strategic assumptions being made.

Our team specializes in the Financial Services sector, performing due diligence and other M&A activities on companies across the Insurance, Banking & Capital Markets, Asset & Wealth Management and Fintech subsectors. As part of our team, you’ll have the opportunity to help our clients through the different stages of the M&A process.

• Leadership and project management:
  Demonstrate strong leadership skills by managing the entire process along the deal continuum and driving collaboration across all lines of service (Tax, HR, IT, etc.) and with other network firms.
• Transaction Services advisory skills:
  Demonstrate a deep understanding of the Financial Services sector, the end to end transaction process, key deal issues and strategic implications, drawing on significant transactions experience with specialized expertise in one or more areas.
• Be responsible for the quality of client deliverables, including diligence reports, presentation of diligence findings to clients and discussion of wider deal implications.
• Take accountability for project risk management and identifying commercial, contractual and delivery risks.
• Building relationships:
  Drive strong, trusted client relationships, as well as relationships within the firm and with other network firms. Focus on developing their personal brand and will proactively build and maintain professional networks to drive opportunities and generate new business.
• Developing people:
  Responsible for the coaching and continuing development of junior staff members. You’ll be a designated career coach for one or more employees to actively support in their performance appraisals, long‑term development and career progression.
• Budgeting and efficiency:
  Learn and adapt to new software tools, and encourage adoption of such tools to improve efficiency and insights gained through our analysis. Manage project budgeting, monitoring costs and raising bills and will ensure work is performed efficiently.

• Qualified Canadian CPA or equivalent reciprocal/recognized designation is an asset
• Professional experience at a Senior Manager level, with solid Financial Due Diligence experience, experience in Financial Services preferred
• Proven technical and analytical capabilities including proven financial and business performance analysis skills
• Excellent communication, presentation and report writing / review skills
• Proven due diligence engagement team management and leadership skills
• Proven ability to build and maintain professional relationships, both internally and externally
• Data analytics experience, using tools such as Alteryx, Power BI and Tableau (desirable)
• When applying to a Quebec based opportunity, fluency in French is required
• Outside of Quebec, fluency in French is an asset

The salary range for this position is $112,400 - $162,400.

The posted salary…