Financial Analyst, Valuations & Modelling

BDO Canada; Montreal (administrative region); Hybrid; CAD 65,000 - 90,000; Full time

Job summary

BDO Canada’s Montreal office is seeking a Financial Analyst in Valuations & Modelling within the Financial Advisory Services team. The role focuses on business valuations, investment funds, and audit support using standard valuation methodologies, with opportunities to expand modelling and reporting capabilities.

You will collaborate with cross-functional teams, draft detailed valuation reports, and participate in management discussions to assess cash-flow risks and strategic value.

Qualifications

• Bachelor’s degree required in accounting, finance, or related field.
• Willingness to pursue CBV designation and to develop valuation expertise.
• 1–2 years of experience in Audit or Valuations/Mergers and Acquisitions.
• IFRS/ASPE experience is an asset.
• Strong analytical and problem-solving skills.
• Proficient verbal and written communication.

Responsibilities

• Provide valuation services across business valuations, investment funds, audit support, and complex financial instruments.
• Collaborate with audit, accounting advisory, and transaction services teams to deliver high-quality client service.
• Draft valuation reports and presentations for management and engage in management discussions.
• Analyze company cash flows to identify risks and opportunities for valuation.
• Develop relationships with existing and prospective clients and support business development initiatives.

Skills

Analytical thinking

Problem-solving

Verbal and written communication

Education

Bachelor’s Degree in Accounting, Finance, or related field

CPA designation (asset)

CBV designation (asset)

Tools

Excel

Job description

Putting people first, every day 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 people-first culture with a high priority on your personal and professional growth.

Your Opportunity

Our Montreal office is looking for a Financial Analyst, Valuations & Modelling to join the Financial Advisory Services team. In this role, you will be called upon to:

Provide valuation services in the following areas:

• Business valuations: Participate in valuation engagements for tax planning, transaction support, financial reporting and compliance purposes.
• Support to investment funds: Participate in valuation engagements for investment funds and portfolio companies in accordance with the standards of the Canadian Institute of Chartered Business Valuators (CBV Institute), including engagements involving large businesses and institutional investors.
• Audit support: Participate in the preparation of valuation memos to support the fair value of assets and liabilities and help ensure compliance with accounting standards and regulatory requirements.
• Financial instruments: Participate in the preparation of valuations of complex financial instruments, including derivatives, stock options, and debt instruments, using recognized valuation methodologies.

You will also have the opportunity to:

• Collaborate with engagement teams across audit, accounting advisory, and transaction services to deliver high-quality client service.
• With the team's support, participate in the modelling used for the valuation.
• With the team's support, draft detailed valuation reports and presentations to management.
• Take part in discussions and meetings with the management of the companies involved.
• With the team's support, analyze company’s strengths, weaknesses, opportunities, and threats with a view to determining the cash flow risks of the companies involved.
• Develop relationships with BDO's current and prospective clients.
• Provide ongoing communication with the valuation team concerning file execution and service area development initiatives.
• Develop an understanding of the business development activities required to support this type of practice (for future career development).

How do we define success for your role?

• You consistently deliver accurate, high-quality work through strong attention to detail, critical thinking, and a proactive approach to problem solving.
• You demonstrate BDO's core values through all aspects of your work: Integrity, Respect & Collaboration.
• You understand your client's industry, challenges, and opportunities.
• Clients and colleagues describe you as positive, professional, and delivering high-quality work.
• You identify, recommend & are focused on effective service delivery to your clients.
• You share in an inclusive & engaging work environment that develops, retains & attracts talent.
• You actively participate in the adoption of digital tools and strategies to drive an innovative workplace.
• You grow your expertise through learning & professional development.

Your Experience And Education

• A Bachelor’s Degree in Accounting, Finance, Business, or other related field
• A CPA accounting designation is considered an asset
• Must be willing to pursue a CBV designation
• 1-2 years working experience in an Audit or Valuations/Mergers and Acquisitions practice
• Experience applying IFRS and/or ASPE is considered an asset
• Strong analytical and problem-solving skills
• Solid verbal and written communication skills
• Proficiency in Excel
• Ability to prioritize and manage multiple tasks

Why BDO?

Our people-first approach to talent has earned us a spot among Canada’s Top 100 Employers for 2026. This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences.

At BDO, our people experience is guided by three core pillars—Do work with genuine care, Do what matters with purpose, and Do what’s next - shaping how we support our people, serve our clients, and grow together.

Our firm is committed to providing an environment where you can be successful in the following ways:

• We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada.
• We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development.
• We support your achievement of personal goals outside of the office and making an impact on your community.
• We foster a collaborative, inclusive environment where your ideas are valued, and you can do your best work with genuine care and purpose
• We encourage innovation and forward thinking, empowering you to embrace what’s next and help shape the future of our firm

Giving back adds up:

Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community.

Total rewards that matter:

We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide comprehensive benefits from day one, and a flexible personal time off policy. We’re committed to supporting your overall wellbeing and provide reimbursement for wellness initiatives that fit your lifestyle.

Everyone counts:

We are committed to creating a workplace where employees can participate fully, contribute meaningfully and succeed without barriers. We are dedicated to fostering a workplace defined by respect, fairness, and a true sense of belonging for everyone. We recognize and celebrate the unique experiences, identities, and perspectives that each of us bring – and that these experiences strengthen how we work together. Our commitment extends to ensuring that our application process is both inclusive and accessible. If you require accommodation to complete the application process, please contact us.

Flexibility:

All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place.

Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It’s about creating work experiences that meet everyone’s needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role.

Code of Conduct:

Our Code of Conduct sets clear standards for how we conduct business. It reflects our shared values and commitments and includes guiding principles to help us make ethical decisions and maintain trust with each other, our clients, and the public.

BDO may use artificial intelligence enabled tools to support certain aspects of the recruitment process. While these tools assist our teams, our use of AI does not replace human decision making, and all employment-related outcomes are made by BDO personnel.

More information on BDO Canada’s Privacy Policy can be found here:

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