Director, Financial Due Diligence

Leo Berwick; Kelowna; On-site; CAD 100,000 - 140,000; Full time

Job summary

A leading financial consulting firm specializing in mergers and acquisitions seeks a passionate Director for their growing Energy, Infrastructure, and Renewables team. The ideal candidate will have extensive experience in financial due diligence, strong leadership skills, and a commitment to delivering exceptional service to clients in a collaborative and flexible work environment.

Benefits

Unlimited paid time off

Flexible working arrangements

Pension & retirement contributions

Monthly fringe benefit stipend (up to $500)

Additional wellness benefits

Qualifications

• Minimum 5 years of relevant experience required.
• Strong expertise in financial due diligence, preferably in Energy or Infrastructure sectors.
• Self-starter, capable of remote work and independent decision-making.

Responsibilities

• Lead, mentor, and develop junior team members throughout the deal process.
• Manage financial due diligence engagements for acquisitions and divestitures.
• Deliver high-quality diligence reports and communicate key deal implications.

Skills

Leadership

Financial analysis

Project management

Communication

Strategic thinking

Education

Bachelor's degree in Accounting or related field

CPA or similar designation

Job description

Leo Berwick is an innovative mergers and acquisitions consulting firm. We are comprised of experienced advisors from global law and accounting firms that add value to transactions as trusted partners throughout the deal life cycle. At Leo Berwick, we hire the best and the brightest. Our teams deliver a dedicated and customized service to every client.

What we’re looking for :

Leo Berwick is seeking a Director to join our growing Energy, Infrastructure and Renewables Financial Due Diligence team. We help clients maximize value and make confident decisions through data-driven insights. Our team supports both buy-side and sell-side transactions, giving corporate and financial buyers peace of mind by analyzing and validating key financial, commercial, operational, and strategic assumptions.

You’re the right fit for this role if :

• You are a passionate financial strategist looking to be a true partner in a fast-paced, evolving firm.
• You are a skilled communicator, able to translate complex financial data into actionable information for our leaders and clients.
• You have experience designing and implementing policies, procedures and programs that support high performing teams aligned to our current and future growth plans.
• You are an experienced leader able to oversee and partner across departments and teams.
• Unlimited paid time off
• Flexible working arrangements – remote and location flexibility
• Pension & retirement contributions
• Monthly fringe benefit stipend (up to $500)
• Additional benefits to support your physical and mental wellness

Responsibilities :

• Lead, mentor, and develop junior team members across all stages of the deal process.
• Manage financial due diligence engagements for acquisitions and divestitures.
• Deliver high-quality client outputs, including diligence reports and presentations, and communicate key deal implications.
• Oversee full project lifecycle, ensuring timely and exceptional client deliverables.
• Analyze business plans, public information, and historical financials of target companies.
• Identify and report key risks and issues to clients.
• Align due diligence findings with client valuations and help manage stakeholder expectations.

Qualifications :

• Minimum 5 years of relevant experience.
• Bachelor’s degree in Accounting or a related field (CPA or similar designation preferred).
• Background in a large professional services firm.
• Strong financial due diligence expertise, ideally in Energy, Infrastructure, or Renewables.
• Proven leadership, project management, and team management skills.
• Advanced technical, analytical, and financial analysis capabilities.
• Excellent interpersonal, negotiation, and conflict resolution skills.
• Outstanding organizational skills and attention to detail.
• Self-starter, comfortable working remotely and independently.
• High integrity, professionalism, and discretion.
• Ability to travel within Canada and the USA.

How to Apply :

Apply with your resume at

Equal Opportunity Statement

Leo Berwick provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type with regard to race, age, ancestry, color, creed, disability status (physical or mental), gender, marital status, legally-protected medical condition (including pregnancy), national origin, religion, gender identity or expression, genetic information, sexual orientation, military, protected veteran status, or any other characteristic protected by applicable federal, state, or local laws.

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Director Financial • kelowna, bc, Canada