Expert Advisor, Financial Due Diligence

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

Benefits offered by this job

Competitive salary

4 weeks flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Health and telework equipment reimburs

Eligibility-based benefits

Job summary

Desjardins Capital in Quebec seeks a seasoned fund manager to evaluate investments, build robust financial models, and guide decision-making for growth companies. You will assess historical results, forecast realism, and the performance of the financial team, translating findings into executive reports and actionable priorities.

The role requires eight+ years of experience, a Bachelor’s degree in accounting or finance, and fluent English with French proficiency.

Qualifications

• Bachelor's degree in accounting or finance.
• Minimum 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.

Responsibilities

• Secure decision‑making by ensuring financial information is accurate, relevant and complete.
• Develop robust financial models to assess performance and value drivers.
• Analyse historical and interim results and assess forecast realism.
• Assess the company’s financial team and present clear findings for decision-making.
• Act as a consulting partner to improve financial reporting and accounting policies.
• Build and maintain a professional network and translate trends into improvements.
• Incorporate artificial intelligence into analyses to enhance depth and value.

Skills

Advanced English

French language

Business valuation

Communication

Strategic mindset

Education

Bachelor's degree in accounting or finance

Job description

Required

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 analysed 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
• Analyse 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.

Required

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 analysed 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
• Analyse 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
• 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!

Trade Union (If applicable)

Job Family

Administration (FG)