Expert advisor, Administration

Desjardins Group; Montreal (administrative region); Hybrid; CAD 100,000 - 135,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness +

Telework equipment included

Job summary

Desjardins Group's Desjardins Capital seeks an expert due diligence advisor to evaluate investments and post-transaction follow-ups, using financial analyses and modelling to inform decisions. You will assess forecasts, build robust models, and translate findings into concrete recommendations, working in a hybrid Montreal setting.

You will help improve financial information, present findings for decision-makers, and contribute to a professional network while leveraging AI to enhance depth and

Qualifications

• Bachelor's degree in accounting or finance.
• Minimum of eight years of relevant experience.
• Other combinations of qualifications and relevant experience may be considered.

Responsibilities

• Secure decision-making by ensuring financial information is accurate, relevant and complete.
• Identify procedures and methodologies adapted to each file and assess operations and controls.
• Develop robust financial models to assess performance, outlook and value drivers.
• Analyze historical results and the financial situation of companies.
• Assess forecast realism and adjust projections to support decisions.
• Evaluate finance team's capacity and present clear findings for decision-making.
• Recommend concrete focus areas and write the financial analysis section of the executive report.
• Act as a consulting partner to improve financial information and update accounting policies.
• Develop and maintain a professional network and translate trends into improvements.
• Incorporate AI into analyses to enhance depth and value.

Skills

Financial analysis

Financial modelling

Due diligence

Executive reporting

AI-assisted analysis

Education

Bachelor's degree in accounting or finance

Job description

As a fund manager, Desjardins Capital works with investors to create entrepreneurial wealth and build collective prosperity. For more than 50 years, Desjardins Capital has been driving socioeconomic growth across Quebec by offering personalized support to businesses, with assets under management of more than $3 billion and a portfolio of nearly 700 partner companies.

As an expert due diligence advisor, you’ll play a key role in evaluating new investments and reinvestments in growth companies from various sectors. Through your financial analyses and modelling, you’ll help inform investment decisions, identify value creation drivers and help companies grow. Your in-depth understanding of their performance and financial operations will help you formulate concrete findings and recommendations and then remain involved in conducting post-transaction follow‑ups to help implement priority improvements. More specifically, you will be required to:

Responsibilities

• Secure decision‑making by making sure that the financial information analyzed is accurate, relevant and complete.
• Identify a procedure and methodology that’s adapted to the specifics of each file and to the investment amount and then assess the operations and controls of the company under review
• Develop robust financial models to assess the performance, outlook and key value drivers of companies
• Analyze historical and interim results, as well as the financial situation of companies.
• Assess whether their financial forecasts are realistic, test and adjust them as needed to support an informed investment decision
• Assess the capacity and practices of the company’s financial team, and then present clear findings that are useful for decision‑making.
• Depending on the importance of the file, recommend concrete measures for focus areas, identify post‑investment follow‑up priorities and write the financial analysis section of the executive report.
• Act as a consulting partner for businesses to improve the quality and presentation of their financial information and to update their accounting policies and practices.
• Develop and maintain a professional network in the field, keep up with changes and trends related to due diligence, and translate them into concrete improvements to current practices and policies.
• Share your knowledge with other employees to contribute to the development of collective expertise.
• Incorporate artificial intelligence into analyses to improve their depth and effectiveness, and to enhance the value of our expertise.

What we offer

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment
• Benefits apply based on eligibility criteria.

What you bring to the table

• Bachelor's degree in accounting or finance
• A minimum of eight years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered.

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion.

We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all.

At Desjardins, we have zero tolerance for discrimination of any kind.

We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know.

We can provide accommodations at any stage in the recruitment process.

Just ask!

#LI-Hybrid

Desjardins Group is the largest cooperative financial group in North America. We’re the choice for over 52,000 employees and we’re named one of Canada’s top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.