Associate Transactions Due Diligence

Grant Thornton; Toronto; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading professional services firm in Toronto seeks an Associate in Transactions [Due Diligence] to execute financial due diligence for diverse clients. The ideal candidate has a CPA designation or is nearing completion, along with experience in financial statement analysis and data analytics. Responsibilities include preparing data packs, participating in client meetings, and presenting findings. Benefits include profit sharing, wellness perks, and a flexible work model with summer remote work opportunities.

Benefits

Profit sharing

Flex days

Wellness benefits

Work from anywhere in Canada for 4 weeks in summer

Qualifications

• 1+ years’ experience in financial statement analysis or modeling.
• Detail-oriented with large data sets and reconciliations.
• Strong business acumen with capability to solve problems.

Responsibilities

• Execute buy-side and sell-side financial due diligence.
• Prepare data analysis packs using Excel.
• Participate in client meetings to gather financial information.

Skills

Financial modeling with Excel

Data analysis

Business communication

Statistical methods understanding

Education

Undergraduate degree in finance or accounting

CPA designation or pursuing CPA

Tools

SQL

Python

R

Tableau

Alteryx

Job description

Who we are

You know those big cities that still feel like small towns? Where everyone's friendly and helps each other out? That’s like Doane Grant Thornton. Except here we’re all professionals and there isn't a mayor or a general store. What we’re trying to say is that we’re a large and growing professional services firm that still feels like a community. We employ about 3000 people across Canada, and we truly care about our colleagues, our clients and the communities where we work and live. That’s what’s most important to us. We’re building a thriving organization that’s purpose driven and still want to remember what your favourite milkshake flavour is.

As an Associate, Transactions [Due Diligence] your responsibilities will include:

• Execute buy-side and sell-side financial due diligence for financial and corporate strategic buyers from a variety of industries, including manufacturing and distribution, food & beverage, technology, business services, etc.
• Prepare Microsoft Excel based Analysis Packs (also referred to as Databooks) including preparing data (general ledgers, trial balances, and sales data), performing reconciliations, and ensuring integrity of data
• Undertake data analytics (using Analysis Pack, Tableau and other analytic software) to support quantification of transaction metrics (Adjusted EBITDA, Adjusted Working Capital, Net Debt, etc.) and derive insights on key trends and drivers of financial performance
• Actively participate in client meetings and site visits with owners and key executives to gather financial information and insights
• Prepare dashboards, presentations, and write financial due diligence reports containing insightful analysis to support users of financial diligence report (clients, potential buyers, lenders and other decision makers) in making decisions with respect to the transaction and post‑transaction integration
• Identifying patterns and trends in data and making recommendations for improvement
• Pro‑active, timely and collaborative communication to gather information and project management with deal team members including colleagues, clients, targets and other deal participants
• Involvement in other Transaction engagements and group administrative duties including but not limited to preparation of engagement letters, presentations for prospective clients, project management, etc.

Doane Grant Thornton

If you’re a bit like us, you’re driven to connect with how others are feeling and thinking. Here we walk in others shoes before taking action. Just imagine being part of a team that puts “we before me”, where flexAbility is a mindset, and where you trust your colleagues to have your back. At Doane Grant Thornton, you’ll work with inspiring leaders who support your development, both personally and professionally. This is a place where your insatiable curiosity enables you to think, see and hear from a variety of perspectives, a place where every day is different and having the courage to grow is part of who you are. And when all this comes together, well that’s when the magic happens!

Want to learn more about who we are and how we live our purple every day? Read our colleagues’ stories at www.discoveryourpurple.ca

Think you’ve got what it takes to be an Associate, Transactions [Due Diligence]? Like the colour purple? Great. Here's a few more boxes we’re also hoping you can tick:

• A CPA designation or close to achieving a CPA designation (have achieved all assurance & tax hours)
• 1+ years’ experience involving analysis of financial statements or other financial information, including financial modeling with Excel
• Undergraduate degree in mathematics, statistics, computer science, data science, or business with a concentration in finance or accounting
• Proven track record of high academic achievement
• Experience working with tools such as SQL, Python, R, Alteryx and Tableau
• Have a good understanding of statistical methods and techniques, including regression analysis, clustering, and time series analysis would be considered an asset
• High proficiency with MS Office suite of products (Word, Excel, PowerPoint) with advanced Excel skills for financial modeling purposes
• Detail oriented in working with large data sets and through reconciliations and preparation of financial information
• Be able to analyze and interpret data and present findings in a clear and concise manner. Also be able to identify patterns and trends in data
• Strong business acumen and be able to apply their analytical skills to solve business problems
• Strong business writing and communication skills
• Ability to work independently, yet works comfortably as part of a larger team
• Possesses confidence, ability, and initiative to support the development of external relationships through networking and meeting with all levels of management and centers of influence

At Doane Grant Thornton we’re focused on making a difference in the lives of our clients, our colleagues and our communities. That’s our purpose. Or, as we like to say, living our purple.

What's in it for you?

Profit sharing, Flex days, RRSP contributions, Firmwide holiday closure, Wellness benefits, Concierge‑like benefits, Work from anywhere in Canada in the summer for 4 weeks, and more!

Our special culture shines through when we have the opportunity to connect in person. That’s why we’re working in a model where teams are required to be together in the office 4 days per week.

Are you ready to Discover Your Purple?