Expert Advisor, Financial Due Diligence

Desjardins; Montreal; On-site; CAD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks flexible vacation

Defined benefit pension

Group insurance including telemedicine

Health & wellness expenses reimbursed

Telework equipment provided

Eligibility-based benefits

Job summary

Desjardins Group, via Desjardins Capital, seeks an experienced due diligence advisor to evaluate investments and reinvestments across sectors. You will perform financial analyses, build robust models, and identify value drivers to inform decisions and guide post-transaction follow-ups.

You will assess forecast realism, strengthen reporting quality, and translate findings into actionable recommendations for senior leaders.

Qualifications

• Eight years of relevant experience in due diligence or equivalent
• Knowledge of French is required
• Advanced proficiency in English
• Strong knowledge of business valuation
• Ability to translate financial information into actionable recommendations
• Experience developing financial models and scenario analyses
• Experience presenting findings to executives and stakeholders
• Ability to translate trends into concrete improvement plans

Responsibilities

• Secure decision-making by validating financial information
• Develop robust financial models to assess performance and drivers
• Analyze historical results and current financials of target companies
• Assess forecasts for realism and adjust as needed
• Evaluate finance teams' capacity and reporting quality
• Present findings and recommendations for investment decisions
• Act as a partner to improve clients' financial information and policies
• Incorporate AI into analyses to enhance depth and value

Skills

Financial analysis

Communication skills

Strategic thinking

Interpersonal savvy

Nimble learning

Organizational savvy

English proficiency

Problem solving

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: 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
• Knowledge of French is required
• Advanced proficiency of English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
• Strong knowledge of business valuation
• Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Organizational savvy, Strategic mindset

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!

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.