Conseiller.ère, Services-conseils transactionnels, ELT

Richter; Montreal; Hybrid; CAD 60,000 - 85,000; Full time

Job summary

A leading company in Transaction Advisory Services seeks an Associate in Montreal. The role involves conducting financial analyses, preparing reports, and collaborating with clients to ensure seamless engagements. With a focus on professional development, promote positive partnerships with entrepreneurs while working in a hybrid environment.

Benefits

Competitive group benefits

Employee access to virtual healthcare

Performance bonus

Hybrid work environment

Academic incentives

Qualifications

• Minimum 2 years in audit or transaction advisory services.
• Effective verbal/written communication skills.
• Capability to manage multiple mandates.

Responsibilities

• Assess financial reporting and assist in due diligence.
• Conduct financial analyses and prepare client documentation.
• Collaborate with cross-functional teams for advisory services.

Skills

Communication

Analytical Skills

Interpersonal Skills

Attention to Detail

Team Collaboration

Education

Undergraduate or graduate degree in accounting, finance or business administration

Completed CPA, CBV or CFA designation

Tools

Excel

PowerPoint

Word

Job description

Associate, Transaction Advisory Services, VLT

Job Category : Senior 3

Requisition Number : CONSE002159

Posted : December 19, 2024

Employment Type : Full-Time

Work Arrangement : Hybrid

Locations

Showing 1 location

Description

Overview

Richter is a Business | Family Office that provides strategic advice on business matters and on families’ financial and personal objectives across generations. With close to 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to help business owners find sustainable success. Whether business, personal, or both, Richter is uniquely positioned to address the needs of Canada’s most successful entrepreneurs, private clients, business owners and business families and help them chart a clear path to shape their legacy for the future. Founded in 1926, Richter’s 600-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US.

What we offer :

• The chance to become a strategic business partner with our clients, building relationships directly with entrepreneurs and businesses to provide them with meaningful advisory services.
• The opportunity to develop your career with the direct support of your managers and firm partners.
• A culture that values work-life balance and mental health and well-being, offering a hybrid work environment with flexible hours and resources to support you in your personal journey.
• Investment in your continuing education and professional development through a variety of learning offerings and tuition reimbursement.

Practice Overview

Richter’s Transaction Advisory Group is a dynamic and rapidly growing practice within the firm. Our team of dedicated professionals thrives on providing strategic financial guidance to clients engaged in various buy- and sell-side transactions. We are currently seeking a highly motivated and detail-oriented individual to join our Transaction Advisory Services team as an Associate, with a focus on Financial Due Diligence.

Responsibilities

• Assess the Company’s quality of financial reporting, accounting policies and management reporting environment.
• Help identify key risks, including identification of impact on price and / or investment thesis.
• Conduct detailed financial analyses on historical performance, including sustainability of earnings and cash flows, working capital, and financial projections.
• Prepare reports, presentations, and documentation for internal and client use.
• Participate in regular communication with clients to understand their needs and provide updates on the progress of engagements, as well as meetings and conference calls with target company.
• Engage with cross-functional team members to assist with other transaction advisory services, including valuations, tax, risk, IT, and others.
• Collaborate effectively with team members and other stakeholders to streamline workflows and ensure seamless execution of engagements.

A Day in the Life of an Associate, Transaction Advisory Services :

Your day will be dynamic and multifaceted. You will begin by reviewing and analyzing financial statements and market data to gain insights into potential acquisition targets. Collaborating closely with senior team members, you will contribute to the due diligence process, examining the operational and financial aspects of target companies.

Your day will involve active participation in team discussions, where you'll provide valuable input for the due diligence process. Client interaction is a key aspect of your role, as you communicate findings and updates, ensuring alignment with client objectives. Your market research efforts will involve staying abreast of industry trends and competitive landscapes to identify opportunities and potential risks.

The preparation of comprehensive financial analyses and reports, including the quality of earnings analysis, will be a central part of your daily tasks, requiring attention to detail and a deep understanding of financial intricacies. Your role as an Associate, Transaction Advisory Services will be instrumental in delivering high-quality reports that drive successful transactions for our private equity and corporate clients in Canada and the United States.

What We are Looking For

• Minimum 2 years of relevant work experience in audit or transaction advisory services.
• Undergraduate or graduate degree with a focus on accounting, finance or business administration along with the completion of at least one finance or accounting designation (CPA, CBV or CFA).
• Effective verbal and written communication skills at a business level.
• Strong computer literacy with emphasis on Excel, PowerPoint and Word presentation skills.
• Very strong work ethic and ability to manage multiple mandates.
• Ability to prepare a financial analysis with attention to detail.
• Strong interpersonal skills and the ability to work effectively within a team environment under time constraints.
• Comprehensive financial and accounting skills, including knowledge of Generally Accepted Accounting Principles (GAAP).
• Demonstrated ability to learn in fast-paced environment and manage multiple projects and complex concepts.

What Richter offers you?

• Competitive group benefits which include group insurance, Health Spending Account, savings plans, and Employer Contribution Matching.
• Employee and Family access to virtual healthcare network.
• Employee and Family Assistance Programs, including consultations with mental health professionals.
• Hybrid work environment.
• Competitive performance bonus.
• CFE leave financial support.
• Academic incentives.
• Talent referral bonus.
• Client referral bonus.
• Access to an on-demand concierge nannying, babysitting, and tutoring service.
• Annual employee rewards and recognition.

Your application

We are excited to meet motivated professionals who are looking for career growth in a mid-sized family-minded firm and have a strong background in building and fostering relationships.

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