Transaction Services Manager - Financial Services (Bilingual FR​/EN

Line of Service

Advisory

Not Applicable

Financial Due Diligence

Manager

A career in our 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.

As a Transaction Services Manager (Bilingual FR/EN) ,you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and operational efficiency. Responsibilities include but are not limited to:

• Financial Analysis and Due Diligence:
  Undertake in-depth financial analysis of client and target financial data to identify deal issues and business value drivers in a wide range of businesses within Financial Services

• Prepare key transaction analyses such as Quality of Earnings, normalized net working capital and analysis of debt and debt-like items. Data analytics tools will be utilized to drive efficiencies in data processing and analysis, and to present data effectively

• Advisory skills:
  Provide advice as a trusted adviser, using their skills, experience and understanding of transactions to the advantage of their client

• Project management

• Responsible for delivering client-facing projects, being the main daily point of contact for senior client contacts, managing your own time, planning and organizing work tasks, monitoring progress and meeting deadlines

• Teamwork:
  Key team member on large complex assignments and lead work streams on smaller and medium size engagements

• Building relationships:
  Build and sustain relationships with clients and internal contacts and to act as an ambassador and role model for PwC

• Developing people:
  Demonstrate the ability to give clear directions, as well as positive and constructive feedback

• Coach less experienced staff and actively assist in the development of other team members

• Chartered Accountant Designation (CPA or local equivalent)

• Professional experience at Manager level with solid Financial Due Diligence experience

• Proven technical and analytical capabilities including proven financial and business performance analysis skills.

• Experience with Financial Services companies

• Strong communication,presentation and report writing skills

• Proven team management and leadership skills

• Data analytics experience, using tools such as Alteryx, PowerBI and Tableau (desirable)

• This role doesn’t support completion of the Canadian CPA designation

• PwC Canada is committed to cultivating an inclusive, hybrid work environment. Exact expectations for your team can be discussed with your interviewer

• When applying to a Quebec based opportunity, fluency in French is required. Outside of Quebec, fluency in French is an asset

• New and exciting challenges – as part of a fast-growing FS Deals team

• Training and development opportunities

• Exposure to a wide range of businesses, clients and deals;

• Collaboration with the wider Financial Services Deals group, including Corporate Finance and Strategy.

• Learning opportunities - what makes deals work in Canada, how they are valued and structured (both finance and tax); and

• Travel opportunities and a team orientated and supportive work…