M&A Financial Analyst

StoneRidge Insurance; Toronto; On-site; CAD 86,000 - 105,000; Full time

Benefits offered by this job

One-on-one mentorship

Collaborative work environment

Paid time off

Retirement plans

Group benefits

Tuition reimbursement

Job summary

StoneRidge Insurance Brokers is seeking an experienced M&A Financial Analyst who excels at analyzing acquisition opportunities, building financial models, and coordinating with stakeholders throughout the transaction lifecycle. You’ll play a key role in supporting due diligence, translating complex financial information into actionable insights, and advising on acquisition strategies in a collaborative, growth-minded environment.

Hybrid work arrangement in Canada.

Qualifications

• Bachelor’s degree in commerce or business with a focus on finance or accounting.
• Two–three years in corporate finance, mergers and acquisitions, or a similar role.
• Progress toward CPA or CFA designation is an asset.
• Experience preparing financial models, valuations, and analyses.
• Understanding of the M&A lifecycle and transaction process.

Responsibilities

• Prepare financial models and valuations to assess acquisition opportunities.
• Support deal execution by preparing NDAs, LOIs, and financial analyses.
• Conduct financial due diligence and communicate findings to support recommendations.
• Oversee collection and distribution of documents for collaboration with teams and targets.
• Partner with Legal, Operations, IT, Finance, Integration and external advisors.
• Coordinate information requests and act as a trusted deal contact.
• Prepare and present executive presentations and ad hoc analyses for initiatives.

Skills

Advanced financial modelling

Valuation skills

Excel proficiency

Analytical thinking

Communication skills

Education

Bachelor’s degree in commerce or business (finance)

Progress toward CPA or CFA designation

Tools

Excel

Financial modeling software

Job description

Join the StoneRidge Insurance Brokers Team!A division of SIB Corp.

We are always looking for amazing people to join the team!

StoneRidge Insurance Brokers is seeking an experienced M&A Financial Analyst who excels at analyzing acquisition opportunities, preparing financial models and valuations, and coordinating with stakeholders throughout the transaction lifecycle. You’ll play a key role in supporting due diligence and deal execution, translating complex financial information into actionable insights and recommendations, and building strong relationships with acquisition partners, all within a collaborative culture that values professional growth and continuous learning.

Job Type: Hybrid (2 days in office), Full Time, Permanent

Pay: Starting from $95,000 annually

What You Will Do:

• Prepare financial models and valuations to assess acquisition opportunities and support investment decisions, including normalization adjustments and synergy analysis.


• Support deal execution by preparing NDAs, letters of intent, and financial analyses while coordinating the flow of information throughout the acquisition process.


• Conduct financial due diligence by analyzing target company information, identifying key risks and opportunities, and communicating findings to support acquisition recommendations.


• Oversee the collection, organization, and distribution of documents to ensure effective collaboration between internal teams, external advisors, and acquisition targets.


• Partner with Legal, Operations, IT, Finance, Integration, and external advisors by providing financial information and responding to questions throughout the transaction lifecycle.


• Build strong relationships with acquisition targets by coordinating information requests, communicating transaction requirements, and serving as a trusted point of contact throughout the deal process.


• Prepare and present executive presentations and ad hoc financial analyses to support strategic initiatives, business development activities, and acquisition decision-making.

What You Bring:

• Advanced financial modelling and valuation skills, with strong proficiency in Excel.


• Strong analytical, critical-thinking, and problem-solving abilities.


• Excellent attention to detail and accuracy when preparing financial models, calculations, and presentations.


• Exceptional verbal and written communication skills, with confidence interacting with business owners, internal teams, and external stakeholders.


• Ability to manage multiple priorities, meet deadlines, and adapt to changing business needs in a fast-paced environment.


• A proactive and collaborative approach, including keeping stakeholders informed and communicating workload concerns when needed.


• Professionalism and sound judgment when handling confidential financial and business information.

Education & Experience:

• Bachelor’s degree in commerce or business, with a focus on finance or accounting.


• Two to three years of experience in corporate finance, mergers and acquisitions, corporate development, or a similar transaction-focused environment.


• Progress toward a CPA or CFA designation is considered an asset.


• Experience preparing financial models, valuations, and financial analyses.


• Understanding of the M&A lifecycle and overall transaction process.


• Experience working in the insurance industry is an asset.

What We Offer:

• One-on-one mentorship and team guidance.


• Engaging, collaborative work environment.


• Paid time off, retirement plans, and comprehensive group benefits.


• Tuition reimbursement and ongoing professional development.

About Us:

StoneRidge Insurance Brokers provides Rock Solid Protection and quality service to clients across Canada. Our inclusive culture, supported by top Canadian carriers, encourages growth, collaboration, and continuous learning.

*We are an equal opportunity employer that values a diverse workforce of creative minds. Don’t check all boxes - apply anyway!

**Please note that the successful candidate must pass a criminal record check upon receiving their employment offer.

***Only successful applicants that the hiring leaders are interested in interviewing will be contacted directly.

Additional Information:

This job advertisement is for a replacement position that has been posted externally.

SIB Corp. o/a StoneRidge Insurance Brokers or any of its affiliate companies may use Artificial Intelligence (AI) enabled or automated tools to assist in the initial screening of applications. These tools help identify qualifications and experience that align with the role requirements.

Please note that AI is used solely to support and never replace our Talent Team. All decisions are made by our Talent Team and hiring leader. No automated tool makes a final decision about one’s candidacy.

Important: No applicant data is shared externally through any AI tools SIB Corp. o/a StoneRidge Insurance Brokers or any of its affiliate companies may use. All information remains securely within our systems and is handled in accordance with privacy and data protection policies.

SIB Corp. o/a StoneRidge Insurance Brokers and all its affiliate companies welcome applications from all qualified individuals and has procedures in place to provide accommodations for persons with disabilities at all stages of the hiring process and during employment. If you require an accommodation during the interview or hiring process, please contact the Talent Team so that an appropriate accommodation can be arranged.