Senior Manager, Transaction Services

BDO; Montreal; On-site; CAD 100,000 - 130,000; Full time

Job summary

A leading firm in Montreal is seeking a Senior Manager for its Transaction Services team. The role involves leading financial due diligence engagements, mentoring staff, and driving business growth. Candidates should have a CPA designation and at least 5 years of relevant experience in corporate finance or similar fields.

Qualifications

• Minimum of 5 years of deal experience in financial due diligence or corporate finance.
• Experience managing multi-dimensional teams.
• Familiarity with international markets is an asset.

Responsibilities

• Lead financial due diligence engagements and prepare deal-focused reports.
• Coach and mentor staff while managing project teams.
• Generate new business opportunities within the Financial Advisory Services practice.

Skills

Leadership

Analytical Skills

Client Relationship Management

Detail-oriented

Adaptability

Education

CPA designation

CBV or CFA (asset)

Tools

Power BI

VBA

Power Pivot

Power Query

Job description

BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a with a high priority on your personal and professional growth.

Our Montreal office is looking for a Senior Manager, Transaction Services to join our Transaction Services advisory team and own the following responsibilities :

• Lead financial due diligence engagements aimed at supporting private equity funds and corporates with their investment and divestiture decisions, Analyze financial / operational results such as income statements, cash flow, working capital, capex, and net debt and conduct interviews with management to generate meaningful insights to support our clients’ investment thesis and identifying key deal risks and opportunities
• Lead the preparation and review of deal-focused reports and presentations for clients highlighting key findings and the drivers / risks to earnings and cash-flows
• Identify post-acquisition action steps to achieve anticipated earnings / cash flow improvements and evaluate effects of seasonality on cash flow requirements; perform industry and company research
• Lead project management and deal teams for successful execution of engagements and positive client outcomes
• Coach, develop and mentor staff for high performance and contribute to a learning environment
• Generate new business opportunities within the Financial Advisory Services practice and BDO in general, developing long-term relationships and networks
• Be entrepreneurial in nature to drive growth and practice management in our growing team

How do we define success for your role?

• You demonstrate BDO's core values through all aspects of your work : Integrity, Respect and Collaboration
• You understand your client’s industry, challenges, and opportunities; client describe you as positive, professional, and delivering high quality work
• You identify, recommend, and are focused on effective service delivery to your clients
• You share in an inclusive and engaging work environment that develops, retains and attracts talent
• You actively participate in the adoption of digital tools and strategies to drive an innovative workplace
• You grow your expertise through learning and professional development

Your experience and education

• Existing CPA designation required, CBV or CFA an asset
• Minimum of 5 years of deal experience in either financial due diligence, mergers and acquisitions, corporate finance or corporate development, some of which must have been at a supervisory level
• Familiarity with international and US markets is considered an asset
• Experience with VBAs, Macros, Power Pivot, Power Query and Power BI an asset
• Experience managing multi-dimensional teams
• Desire to be a leader in a high growth, building business
• Motivated, detail-oriented, autonomous, rigorous and able to work under pressure
• Strong work initiative and the ability to adapt to new challenges and ideas.
• Motivated to be market facing and driving relationships that lead to future work.

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